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482 hedge funds and large institutions have $11.1B invested in DaVita in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 169 increasing their positions, 163 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $76.6M | Put options by funds: $63.4M

21% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 58

4% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 163

4% more capital invested

Capital invested by funds: $10.7B → $11.1B (+$383M)

0% more funds holding

Funds holding: 480482 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.65% less ownership

Funds ownership: 84.48%83.83% (-0.65%)

Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
70
Increased
169
Reduced
163
Closed
58
Calls
$76.6M
Puts
$63.4M
Net Calls
+$13.2M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
XK
251
Xact Kapitalforvaltning
Sweden
$1.13M +$79.6K +1,202 +8%
N
252
Natixis
France
$1.13M +$1.1M +16,605 New
TRSOTSOK
253
Teachers Retirement System of the State of Kentucky
Kentucky
$1.13M -$199K -3,000 -15%
CWM
254
CIBC World Markets
New York
$1.1M +$356K +5,374 +49%
SO
255
STRS Ohio
Ohio
$1.09M -$40.9K -617 -4%
ProShare Advisors
256
ProShare Advisors
Maryland
$1.08M +$2.12K +32 +0.2%
NMERB
257
New Mexico Educational Retirement Board
New Mexico
$1.07M -$126K -1,900 -11%
BAM
258
Baring Asset Management
United Kingdom
$1.06M +$822K +12,408 +385%
SAM
259
Securian Asset Management
Minnesota
$1.06M -$12.8K -193 -1%
OI
260
Oakbrook Investments
Illinois
$1M +$977K +14,750 New
NI
261
Numeric Investors
Massachusetts
$999K +$344K +5,200 +55%
AIM
262
Assured Investment Management
New York
$976K +$951K +14,365 New
PWS
263
Peloton Wealth Strategists
Indiana
$958K -$305K -4,600 -25%
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
$940K +$80.3K +1,213 +10%
NIT
265
NumerixS Investment Technologies
British Columbia, Canada
$925K -$205K -3,090 -19%
CGT
266
Capital Guardian Trust
California
$923K -$34.5M -521,430 -97%
HCM
267
Highlander Capital Management
New Jersey
$914K +$149K +2,250 +20%
KeyBank National Association
268
KeyBank National Association
Ohio
$906K -$12.1K -183 -1%
BBI
269
Baxter Bros Inc
Connecticut
$902K -$113K -1,700 -11%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$901K +$220K +3,325 +33%
TI
271
Trexquant Investment
Connecticut
$885K +$862K +13,020 New
MML Investors Services
272
MML Investors Services
Massachusetts
$885K +$862K +13,021 New
MAM
273
Martingale Asset Management
Massachusetts
$865K +$842K +12,717 New
SIM
274
Sentry Investment Management
Wisconsin
$863K -$39.6K -598 -5%
WI
275
Wintrust Investments
Illinois
$861K +$306K +4,615 +57%

DVA Hedge Fund Activity: Q1 2017 in Review

482 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2017, worth a combined $11.1B — up 3.6% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new DVA positions and 58 closed out — a net gain of 12 holders — while 169 added to existing stakes and 163 trimmed.

The largest buyer was BlackRock, adding an estimated $818M. The largest seller was Brown Advisory, cutting an estimated $297M.

  • 482 institutional investors held DaVita (DVA) as of Q1 2017, up from 480 in Q4 2016.
  • Funds reported $11.1B of DaVita stock for Q1 2017, up 3.6% quarter-over-quarter.
  • 70 funds opened new DaVita positions in Q1 2017 and 58 closed out, a net change of +12 holders.
  • The largest DaVita buyer in Q1 2017 was BlackRock, an estimated $818M added.
  • The largest DaVita seller in Q1 2017 was Brown Advisory, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2017.