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503 hedge funds and large institutions have $7.5B invested in DaVita in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 37

7% more funds holding

Funds holding: 470503 (+33)

0.44% more ownership

Funds ownership: 86.34%86.78% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $7.86B → $7.5B (-$362M)

13% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 183

63% less call options, than puts

Call options by funds: $112M | Put options by funds: $300M

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
7.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
73
Increased
159
Reduced
183
Closed
37
Calls
$112M
Puts
$300M
Net Calls
-$188M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
251
Whittier Trust
California
$658K
CCP
252
Clarkston Capital Partners
Michigan
$657K
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$657K -$2.65K -26 -0.4%
GC
254
Globeflex Capital
California
$652K +$592K +5,800 +527%
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$650K +$105K +1,031 +18%
NA
256
NewEdge Advisors
Louisiana
$642K +$693K +6,790 New
MML Investors Services
257
MML Investors Services
Massachusetts
$637K +$33.3K +326 +5%
IWC
258
Integrated Wealth Concepts
Massachusetts
$636K -$7.34K -72 -1%
Teacher Retirement System of Texas
259
Teacher Retirement System of Texas
Texas
$631K +$263K +2,579 +63%
O
260
Ossiam
France
$622K -$487K -4,778 -42%
NICM
261
Neo Ivy Capital Management
New York
$617K +$397K +3,896 +148%
GCP
262
GSA Capital Partners
United Kingdom
$612K +$395K +3,876 +149%
BAAM
263
Baker Avenue Asset Management
California
$607K +$44.4K +435 +7%
SOADOR
264
State of Alaska Department of Revenue
Alaska
$604K -$46.9K -460 -7%
EI
265
Ethic Inc
New York
$591K -$59.6K -584 -9%
SAM
266
Shell Asset Management
Netherlands
$582K -$13.1K -128 -2%
MC
267
Machina Capital
France
$580K +$626K +6,135 New
IGAM
268
iA Global Asset Management
Quebec, Canada
$575K -$48K -471 -7%
NAM
269
Nissay Asset Management
Japan
$574K +$19K +186 +3%
OAM
270
Ostrum Asset Management
France
$574K -$588K -5,766 -49%
LA
271
Lifeworks Advisors
Michigan
$568K +$162K +1,593 +36%
Mariner
272
Mariner
Kansas
$564K +$11.1K +109 +2%
CIM
273
Contravisory Investment Management
Massachusetts
$562K +$607K +5,950 New
WG
274
Winton Group
United Kingdom
$561K +$110K +1,074 +22%
QI
275
Qtron Investments
Massachusetts
$558K +$47.4K +465 +9%