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496 hedge funds and large institutions have $14.4B invested in DaVita in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2% more funds holding

Funds holding: 484496 (+12)

4% less capital invested

Capital invested by funds: $14.9B → $14.4B (-$561M)

6% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 186

1.03% less ownership

Funds ownership: 85.25%84.22% (-1%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

79% less call options, than puts

Call options by funds: $33M | Put options by funds: $155M

Holders
496
Holders Change
+12
Holders Change %
+2.48%
% of All Funds
13.37%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.46%
New
48
Increased
174
Reduced
186
Closed
32
Calls
$33M
Puts
$155M
Net Calls
-$122M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
276
Engineers Gate Manager
New York
$1.5M +$1.06M +12,967 +219%
FM
277
Forward Management
California
$1.48M +$1.5M +18,250 New
LS
278
Livforsakringsbolaget Skandia
Sweden
$1.46M
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$1.46M +$328 +4 +0%
NMERB
280
New Mexico Educational Retirement Board
New Mexico
$1.45M -$140K -1,700 -9%
OA
281
Oak Associates
Ohio
$1.45M
ECM
282
Endurant Capital Management
California
$1.45M +$1.28M +15,553 +588%
GL
283
GLG LLC
New York
$1.44M -$5.83K -71 -0.4%
WAM
284
World Asset Management
Michigan
$1.41M -$175K -2,133 -11%
WTC
285
WhitTier Trust Company
Nevada
$1.4M -$2.13K -26 -0.1%
ONB
286
Old National Bancorp
Indiana
$1.38M -$307K -3,736 -18%
AP
287
AHL Partners
United Kingdom
$1.37M -$24.4K -297 -2%
KeyBank National Association
288
KeyBank National Association
Ohio
$1.36M +$148K +1,800 +12%
Squarepoint
289
Squarepoint
New York
$1.32M +$1.37M +16,638 New
RMAM
290
Raab & Moskowitz Asset Management
New Jersey
$1.32M -$53.4K -650 -4%
SAM
291
Securian Asset Management
Minnesota
$1.3M +$17.2K +209 +1%
Nordea Investment Management
292
Nordea Investment Management
Sweden
$1.29M +$66.5K +810 +5%
NCA
293
NCM Capital Advisers
North Carolina
$1.26M
Victory Capital Management
294
Victory Capital Management
Texas
$1.26M +$917K +11,161 +239%
Korea Investment Corp
295
Korea Investment Corp
South Korea
$1.26M +$1.3M +15,800 New
CBOA
296
Commonwealth Bank of Australia
Australia
$1.23M +$240K +2,924 +23%
PAI
297
Pittenger & Anderson Inc
Nebraska
$1.23M +$8.21K +100 +0.7%
SB
298
Suntrust Banks
Georgia
$1.22M -$52.1K -635 -4%
Commonwealth Equity Services
299
Commonwealth Equity Services
Massachusetts
$1.22M +$296K +3,609 +31%
NFGCM
300
Norman Fields Gottscho Capital Management
New York
$1.22M

DVA Hedge Fund Activity: Q2 2015 in Review

496 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q2 2015, worth a combined $14.4B — down 3.8% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new DVA positions and 32 closed out — a net gain of 16 holders — while 174 added to existing stakes and 186 trimmed.

The largest buyer was Millennium Management, adding an estimated $86M. The largest seller was Viking Global Investors, cutting an estimated $115M.

  • 496 institutional investors held DaVita (DVA) as of Q2 2015, up from 484 in Q1 2015.
  • Funds reported $14.4B of DaVita stock for Q2 2015, down 3.8% quarter-over-quarter.
  • 48 funds opened new DaVita positions in Q2 2015 and 32 closed out, a net change of +16 holders.
  • The largest DaVita buyer in Q2 2015 was Millennium Management, an estimated $86M added.
  • The largest DaVita seller in Q2 2015 was Viking Global Investors, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2015.