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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
Two Sigma Advisers
276
Two Sigma Advisers
New York
$558K -$173K -1,700 -22%
Public Sector Pension Investment Board (PSP Investments)
277
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$555K +$65.9K +646 +12%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$552K -$60.5K -593 -9%
CF
279
Cantor Fitzgerald
New York
$547K +$591K +5,790 New
MWM
280
Meridian Wealth Management
Kentucky
$544K -$46.1K -452 -7%
DFA
281
Delta Financial Advisors
Louisiana
$544K
Rafferty Asset Management
282
Rafferty Asset Management
New York
$531K +$22.1K +217 +4%
SPA
283
Sherbrooke Park Advisers
New York
$530K +$572K +5,608 New
Franklin Resources
284
Franklin Resources
California
$524K +$19K +186 +3%
AQR Capital Management
285
AQR Capital Management
Connecticut
$523K -$2.54M -24,934 -82%
US Bancorp
286
US Bancorp
Minnesota
$522K +$195K +1,911 +53%
HIM
287
Hillsdale Investment Management
Ontario, Canada
$522K +$563K +5,520 New
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$517K -$4.39K -43 -0.8%
YIH
289
Y-Intercept (HK)
Hong Kong
$512K +$86.2K +845 +18%
QCM
290
QRG Capital Management
Illinois
$500K +$540K +5,290 New
GT
291
Glenview Trust
Kentucky
$495K
GC
292
Guggenheim Capital
Illinois
$494K -$34.5K -338 -6%
GIBU
293
Gulf International Bank (UK)
United Kingdom
$492K -$43.4K -425 -8%
Acadian Asset Management
294
Acadian Asset Management
Massachusetts
$490K -$8.76M -85,919 -94%
PP
295
Prudential plc
United Kingdom
$487K -$2.65K -26 -0.5%
CC
296
Centiva Capital
New York
$482K +$114K +1,115 +28%
TRSOTSOK
297
Teachers Retirement System of the State of Kentucky
Kentucky
$478K
TIAA Trust, National Association
298
TIAA Trust, National Association
North Carolina
$478K +$516K +5,054 New
SA
299
Strategic Advocates
Utah
$474K +$511K +5,009 New
BCIM
300
British Columbia Investment Management
British Columbia, Canada
$472K