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415 hedge funds and large institutions have $7.2B invested in DaVita in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 89 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

4% more funds holding

Funds holding: 400415 (+15)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12.45% less ownership

Funds ownership: 91.32%78.88% (-12%)

16% less capital invested

Capital invested by funds: $8.54B → $7.2B (-$1.33B)

20% less call options, than puts

Call options by funds: $168M | Put options by funds: $211M

52% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 186

Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
9.1%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
70
Increased
89
Reduced
186
Closed
55
Calls
$168M
Puts
$211M
Net Calls
-$42.4M
Net Calls Change
-$98.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$569K +$248K +4,275 +75%
DFA
252
Delta Financial Advisors
Louisiana
$561K +$40.4K +695 +8%
Creative Planning
253
Creative Planning
Kansas
$552K +$142K +2,441 +34%
II
254
Inspire Investing
Idaho
$545K +$22.7K +391 +4%
WT
255
Whittier Trust
California
$536K +$144K +2,482 +36%
CTC
256
Central Trust Company
Missouri
$526K +$535K +9,210 New
WAM
257
World Asset Management
Michigan
$518K -$51K -878 -9%
CCG
258
Ceeto Capital Group
Florida
$514K
WBC
259
Westpac Banking Corp
Australia
$510K
LIA
260
LS Investment Advisors
Michigan
$506K -$32.4K -557 -6%
CC
261
Cognios Capital
Kansas
$486K -$44.7K -769 -8%
Federated Hermes
262
Federated Hermes
Pennsylvania
$482K -$161K -2,773 -25%
CQS
263
Credential Qtrade Securities
$471K -$482K -8,292 -50%
NMERB
264
New Mexico Educational Retirement Board
New Mexico
$461K -$134K -2,300 -22%
NG
265
Northstar Group
New York
$461K -$58.1K -1,000 -11%
MME
266
Meag Munich Ergo
Germany
$453K +$222K +3,826 +90%
MF
267
Magnetar Financial
Illinois
$440K +$448K +7,710 New
BOH
268
Bank of Hawaii
Hawaii
$430K +$438K +7,535 New
MC
269
Machina Capital
France
$429K +$437K +7,520 New
CL
270
CSS LLC
Illinois
$405K +$412K +7,089 New
M&T Bank
271
M&T Bank
New York
$404K -$1.8K -31 -0.4%
Envestnet Asset Management
272
Envestnet Asset Management
Illinois
$401K +$38.9K +669 +11%
CS
273
Candriam SCA
Luxembourg
$398K +$145K +2,496 +56%
CCP
274
Clarkston Capital Partners
Michigan
$396K
BAMF
275
BI Asset Management Fondsmaeglerselskab
Denmark
$394K +$402K +6,911 New

DVA Hedge Fund Activity: Q3 2019 in Review

415 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q3 2019, worth a combined $7.2B — down 16% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new DVA positions and 55 closed out — a net gain of 15 holders — while 89 added to existing stakes and 186 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $64.8M. The largest seller was BlackRock, cutting an estimated $169M.

  • 415 institutional investors held DaVita (DVA) as of Q3 2019, up from 400 in Q2 2019.
  • Funds reported $7.2B of DaVita stock for Q3 2019, down 16% quarter-over-quarter.
  • 70 funds opened new DaVita positions in Q3 2019 and 55 closed out, a net change of +15 holders.
  • The largest DaVita buyer in Q3 2019 was Nordea Investment Management, an estimated $64.8M added.
  • The largest DaVita seller in Q3 2019 was BlackRock, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2019.