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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
BF
276
BOK Financial
Oklahoma
$798K +$3.86K +28 +0.5%
DFA
277
Delta Financial Advisors
Louisiana
$797K
Public Employees Retirement Association of Colorado
278
Public Employees Retirement Association of Colorado
Colorado
$796K -$65.5K -475 -8%
Stifel Financial
279
Stifel Financial
Missouri
$790K -$8.96K -65 -1%
SOADOR
280
State of Alaska Department of Revenue
Alaska
$780K -$29.6K -215 -4%
Rafferty Asset Management
281
Rafferty Asset Management
New York
$779K +$8.41K +61 +1%
II
282
Inspire Investing
Idaho
$777K -$116K -844 -13%
VanEck Associates
283
VanEck Associates
New York
$771K -$204K -1,482 -21%
CIP
284
Convergence Investment Partners
Florida
$758K +$376K +2,725 +99%
IWC
285
Integrated Wealth Concepts
Massachusetts
$757K -$94.3K -684 -11%
Thrivent Financial for Lutherans
286
Thrivent Financial for Lutherans
Minnesota
$754K -$1.65K -12 -0.2%
Janus Henderson Group
287
Janus Henderson Group
United Kingdom
$747K -$38.6K -280 -5%
Aviva
288
Aviva
United Kingdom
$743K -$4.34M -31,499 -85%
ACA
289
Atlas Capital Advisors
Wyoming
$743K -$123K -893 -14%
OC
290
Oppenheimer & Co
New York
$734K +$27.6K +200 +4%
SMDAM
291
Sumitomo Mitsui DS Asset Management
Japan
$733K +$551 +4 +0.1%
IWM
292
IHT Wealth Management
Illinois
$733K +$46.9K +340 +7%
MML Investors Services
293
MML Investors Services
Massachusetts
$725K -$154K -1,120 -18%
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$684K -$74.8K -543 -10%
VPIM
295
Vanguard Personalized Indexing Management
California
$671K +$160K +1,160 +31%
RCM
296
Radnor Capital Management
Pennsylvania
$665K
Mirae Asset Global Investments
297
Mirae Asset Global Investments
South Korea
$663K -$1.58M -11,466 -71%
XT
298
XTX Topco
Cayman Islands
$658K +$654K +4,746 New
IC
299
IEQ Capital
California
$646K +$21.2K +154 +3%
EF
300
Empowered Funds
Pennsylvania
$643K +$236K +1,713 +59%