DaVita
495 hedge funds and large institutions have $13.7B invested in DaVita in 2014 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 192 increasing their positions, 168 reducing their positions, and 33 closing their positions.
88% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 33
14% more call options, than puts
Call options by funds: $47.9M | Put options by funds: $41.9M
14% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 168
5% more capital invested
Capital invested by funds: $13B → $13.7B (+$666M)
5% more funds holding
Funds holding: 473 → 495 (+22)
1.62% more ownership
Funds ownership: 82.97% → 84.6% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$297M |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$71.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.7M |
| 4 |
TA
Teachers Advisors
New York
|
+$57.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$169M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$63.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$61.9M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$49.4M |
| 5 |
D.E. Shaw & Co
New York
|
-$44.8M |
DVA Hedge Fund Activity: Q4 2014 in Review
495 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2014, worth a combined $13.7B — up 5.1% from $13B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new DVA positions and 33 closed out — a net gain of 29 holders — while 192 added to existing stakes and 168 trimmed.
The largest buyer was Lone Pine Capital, opening a new position worth an estimated $297M. The largest seller was Manning & Napier Advisors, exiting entirely with an estimated $169M sold.
- 495 institutional investors held DaVita (DVA) as of Q4 2014, up from 473 in Q3 2014.
- Funds reported $13.7B of DaVita stock for Q4 2014, up 5.1% quarter-over-quarter.
- 62 funds opened new DaVita positions in Q4 2014 and 33 closed out, a net change of +29 holders.
- The largest DaVita buyer in Q4 2014 was Lone Pine Capital, an estimated $297M added.
- The largest DaVita seller in Q4 2014 was Manning & Napier Advisors, an estimated $169M sold.
Based on aggregated 13F filings for Q4 2014.