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450 hedge funds and large institutions have $7.55B invested in DaVita in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 187 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $352M | Put options by funds: $85.5M

0.32% more ownership

Funds ownership: 88.47%88.79% (+0.32%)

8% less funds holding

Funds holding: 490450 (-40)

24% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 187

28% less capital invested

Capital invested by funds: $10.5B → $7.55B (-$2.94B)

40% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 92

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
450
Holders Change
-40
Holders Change %
-8.16%
% of All Funds
10.03%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
55
Increased
143
Reduced
187
Closed
92
Calls
$352M
Puts
$85.5M
Net Calls
+$266M
Net Calls Change
+$51.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
276
United Asset Strategies
New York
$379K +$1.28K +20 +0.3%
GIA
277
Gateway Investment Advisers
Ohio
$377K -$32.6K -509 -6%
Axa
278
Axa
France
$376K -$218K -3,400 -32%
Nordea Investment Management
279
Nordea Investment Management
Sweden
$376K
LPL Financial
280
LPL Financial
California
$373K -$41.4K -646 -8%
SIM
281
Sentry Investment Management
Wisconsin
$372K -$157K -2,447 -25%
TCM
282
Teza Capital Management
Illinois
$369K -$1.54M -24,023 -77%
ACM
283
AlphaCrest Capital Management
New York
$359K +$447K +6,973 New
CCP
284
Clarkston Capital Partners
Michigan
$358K
WT
285
Whittier Trust
California
$355K
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$354K -$226K -3,527 -34%
Los Angeles Capital Management
287
Los Angeles Capital Management
California
$353K -$3.22M -50,235 -88%
M&T Bank
288
M&T Bank
New York
$352K -$48.2K -753 -10%
PIA
289
Piedmont Investment Advisors
North Carolina
$347K +$36.8K +575 +9%
LSERS
290
Louisiana State Employees Retirement System
Louisiana
$340K -$51.2K -800 -11%
Public Sector Pension Investment Board (PSP Investments)
291
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$335K -$1.3M -20,300 -76%
JMPWA
292
JP Morgan Private Wealth Advisors
California
$335K +$12.6K +196 +3%
Walleye Trading
293
Walleye Trading
New York
$334K -$9.31M -145,292 -96%
DBRC
294
D.B. Root & Company
Pennsylvania
$334K -$134K -2,095 -24%
WCM
295
Weik Capital Management
Pennsylvania
$324K
Cambridge Investment Research Advisors
296
Cambridge Investment Research Advisors
Iowa
$319K -$11.9K -186 -3%
Thrivent Financial for Lutherans
297
Thrivent Financial for Lutherans
Minnesota
$314K +$6.85K +107 +2%
NG
298
Northstar Group
New York
$313K -$360K -5,618 -48%
NIT
299
NumerixS Investment Technologies
British Columbia, Canada
$306K +$21.6K +338 +6%
Envestnet Asset Management
300
Envestnet Asset Management
Illinois
$305K +$380K +5,935 New

DVA Hedge Fund Activity: Q4 2018 in Review

450 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2018, worth a combined $7.55B — down 28% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of DVA and 55 opened new positions — a net loss of 37 holders — while 187 trimmed existing stakes and 143 added.

The largest buyer was BlackRock, adding an estimated $210M. The largest seller was OppenheimerFunds, cutting an estimated $203M.

  • 450 institutional investors held DaVita (DVA) as of Q4 2018, down from 490 in Q3 2018.
  • Funds reported $7.55B of DaVita stock for Q4 2018, down 28% quarter-over-quarter.
  • 55 funds opened new DaVita positions in Q4 2018 and 92 closed out, a net change of -37 holders.
  • The largest DaVita buyer in Q4 2018 was BlackRock, an estimated $210M added.
  • The largest DaVita seller in Q4 2018 was OppenheimerFunds, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2018.