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559 hedge funds and large institutions have $10.5B invested in DaVita in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $225M | Put options by funds: $137M

42% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 544559 (+15)

2% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$203M)

2.06% less ownership

Funds ownership: 88.94%86.88% (-2.1%)

22% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 215

Holders
559
Holders Change
+15
Holders Change %
+2.76%
% of All Funds
8.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
84
Increased
167
Reduced
215
Closed
59
Calls
$225M
Puts
$137M
Net Calls
+$88.1M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$988K -$41.8K -303 -4%
CCP
252
Clarkston Capital Partners
Michigan
$964K
PAM
253
Panagora Asset Management
Massachusetts
$956K -$1.37M -9,928 -59%
CWM
254
CIBC World Markets
New York
$942K +$187K +1,359 +25%
LA
255
LBP AM
France
$918K +$913K +6,623 New
TIAA Trust, National Association
256
TIAA Trust, National Association
North Carolina
$908K -$1.79K -13 -0.2%
MOACM
257
Mutual of America Capital Management
New York
$906K -$74.3K -539 -8%
I
258
InceptionR
California
$904K +$899K +6,523 New
Baird Financial Group
259
Baird Financial Group
Wisconsin
$900K -$191K -1,386 -18%
WT
260
Whittier Trust
California
$896K
NAM
261
Nissay Asset Management
Japan
$889K -$6.06K -44 -0.7%
BCI
262
Brinker Capital Investments
Pennsylvania
$859K -$100K -726 -10%
OPS
263
Orion Portfolio Solutions
Nebraska
$859K -$100K -726 -10%
AWS
264
Atria Wealth Solutions
New York
$841K +$176K +1,279 +27%
BMSSC
265
B. Metzler seel. Sohn & Co
Germany
$841K +$238K +1,726 +40%
BW
266
Basepoint Wealth
Iowa
$840K -$264K -1,918 -24%
Mariner
267
Mariner
Kansas
$829K +$17.6K +128 +2%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$824K +$298K +2,162 +57%
PAG
269
Private Advisory Group
Washington
$823K +$819K +5,942 New
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$820K -$231M -1,677,525 -100%
QI
271
Qtron Investments
Massachusetts
$818K
Fidelity International
272
Fidelity International
Bermuda
$812K +$808K +5,861 New
SGAM
273
Smith Group Asset Management
Texas
$812K -$6.89K -50 -0.8%
Daiwa Securities Group
274
Daiwa Securities Group
Japan
$809K +$69.9K +507 +10%
CIM
275
Contravisory Investment Management
Massachusetts
$802K -$11K -80 -1%