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483 hedge funds and large institutions have $8.65B invested in DaVita in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $131M | Put options by funds: $38.8M

60% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 58

7% more funds holding

Funds holding: 452483 (+31)

2% less capital invested

Capital invested by funds: $8.8B → $8.65B (-$154M)

1.27% less ownership

Funds ownership: 91.86%90.58% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

30% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 193

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
10.64%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
93
Increased
135
Reduced
193
Closed
58
Calls
$131M
Puts
$38.8M
Net Calls
+$91.9M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$744K -$45.4K -578 -6%
II
252
IFM Investors
Australia
$737K -$25.7K -327 -3%
AAM
253
Advisors Asset Management
Colorado
$727K +$272K +3,464 +57%
SCM
254
Stonebridge Capital Management
California
$724K -$177K -2,250 -19%
ProShare Advisors
255
ProShare Advisors
Maryland
$712K -$505K -6,430 -41%
TRSOTSOK
256
Teachers Retirement System of the State of Kentucky
Kentucky
$711K -$295K -3,750 -29%
NAM
257
Nissay Asset Management
Japan
$700K -$55.5K -706 -7%
CT
258
Coastline Trust
Rhode Island
$686K -$85.7K -1,090 -11%
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$685K -$1.46M -18,547 -67%
CIBC World Market
260
CIBC World Market
Ontario, Canada
$678K -$137K -1,742 -16%
Millennium Management
261
Millennium Management
New York
$668K -$25.7M -327,493 -97%
SAM
262
Securian Asset Management
Minnesota
$657K -$7.86K -100 -1%
OC
263
Oppenheimer & Co
New York
$653K -$45.3K -576 -6%
CC
264
Cognios Capital
Kansas
$647K
CTC
265
Central Trust Company
Missouri
$640K -$68.4K -870 -9%
NA
266
NewEdge Advisors
Louisiana
$637K +$659K +8,380 New
3C
267
361 Capital
Colorado
$634K +$656K +8,339 New
CMBA
268
C.M. Bidwell & Associates
Hawaii
$623K -$25.5K -325 -4%
JMPWA
269
JP Morgan Private Wealth Advisors
California
$591K +$21.7K +276 +4%
CQS
270
Credential Qtrade Securities
$588K -$28K -356 -4%
Teacher Retirement System of Texas
271
Teacher Retirement System of Texas
Texas
$584K -$290K -3,693 -32%
WAM
272
Wolverine Asset Management
Illinois
$582K +$602K +7,654 New
HighTower Advisors
273
HighTower Advisors
Illinois
$576K -$2.53M -32,207 -81%
NB
274
Norinchukin Bank
Japan
$571K -$344K -4,375 -37%
LP
275
LMR Partners
United Kingdom
$570K -$647K -8,229 -52%

DVA Hedge Fund Activity: Q1 2020 in Review

483 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2020, worth a combined $8.65B — down 1.7% from $8.8B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DVA positions and 58 closed out — a net gain of 35 holders — while 135 added to existing stakes and 193 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $94M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $144M sold.

  • 483 institutional investors held DaVita (DVA) as of Q1 2020, up from 452 in Q4 2019.
  • Funds reported $8.65B of DaVita stock for Q1 2020, down 1.7% quarter-over-quarter.
  • 93 funds opened new DaVita positions in Q1 2020 and 58 closed out, a net change of +35 holders.
  • The largest DaVita buyer in Q1 2020 was Robeco Institutional Asset Management, an estimated $94M added.
  • The largest DaVita seller in Q1 2020 was Glenview Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2020.