DaVita
473 hedge funds and large institutions have $12.2B invested in DaVita in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 185 increasing their positions, 172 reducing their positions, and 28 closing their positions.
82% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 28
74% more call options, than puts
Call options by funds: $119M | Put options by funds: $68.9M
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
7% more capital invested
Capital invested by funds: $11.4B → $12.2B (+$744M)
4% more funds holding
Funds holding: 455 → 473 (+18)
8% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 172
1.62% less ownership
Funds ownership: 84.45% → 82.83% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$187M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$139M |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$77.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$59.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$58.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$320M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$126M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$108M |
| 4 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$99.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$71.5M |
DVA Hedge Fund Activity: Q1 2014 in Review
473 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2014, worth a combined $12.2B — up 6.5% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new DVA positions and 28 closed out — a net gain of 23 holders — while 185 added to existing stakes and 172 trimmed.
The largest buyer was Egerton Capital (UK), adding an estimated $187M. The largest seller was Lone Pine Capital, cutting an estimated $320M.
- 473 institutional investors held DaVita (DVA) as of Q1 2014, up from 455 in Q4 2013.
- Funds reported $12.2B of DaVita stock for Q1 2014, up 6.5% quarter-over-quarter.
- 51 funds opened new DaVita positions in Q1 2014 and 28 closed out, a net change of +23 holders.
- The largest DaVita buyer in Q1 2014 was Egerton Capital (UK), an estimated $187M added.
- The largest DaVita seller in Q1 2014 was Lone Pine Capital, an estimated $320M sold.
Based on aggregated 13F filings for Q1 2014.