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DaVita
DVA

455 hedge funds and large institutions have $11.4B invested in DaVita in 2013 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 149 increasing their positions, 161 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 53

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

10% more funds holding

Funds holding: 414 → 455 (+41)

9% more capital invested

Capital invested by funds: $10.4B → $11.4B (+$973M)

3% more call options, than puts

Call options by funds: $78.3M | Put options by funds: $76M

7% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 161

1.87% less ownership

Funds ownership: 86.33% → 84.45% (-1.9%)

Holders
455
Holders Change
+41
Holders Change %
+9.9%
% of All Funds
13.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
96
Increased
149
Reduced
161
Closed
53
Calls
$78.3M
Puts
$76M
Net Calls
+$2.27M
Net Calls Change
+$3.45M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$294M
2
LPC
Lone Pine Capital
Connecticut
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$125M
4
HL
Harding Loevner
New Jersey
+$101M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$92.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$378M
2
JHIU
Janus Henderson Investors US
Colorado
-$231M
3
OH
Orbis Holdings
Bermuda
-$229M
4
MCM
Munder Capital Management
Michigan
-$117M
5
WHG
Westwood Holdings Group
Texas
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
301
Cipher Capital
New York
$723K +$670K +11,413 New
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$713K +$23.5K +400 +4%
JG
303
Jefferies Group
New York
$691K -$848K -14,444 -57%
Federated Hermes
304
Federated Hermes
Pennsylvania
$685K +$200K +3,402 +46%
GF
305
Gerry Farber
New York
$678K +$628K +10,700 New
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
$665K +$42.3K +720 +7%
NERM
307
New England Research & Management
Illinois
$646K +$599K +10,200 New
NA
308
Navellier & Associates
Nevada
$637K -$625K -10,645 -51%
BA
309
Boston Advisors
Massachusetts
$634K – – –
BMO
310
Beck Mack & Oliver
New York
$634K +$587K +10,000 New
GAM
311
Griffin Asset Management
New York
$633K +$587K +9,995 New
Commonwealth Equity Services
312
Commonwealth Equity Services
Massachusetts
$628K -$22.8K -388 -4%
QI
313
Quotient Investors
New York
$625K – – –
EAM
314
EULAV Asset Management
Florida
$621K – – –
SEC
315
Seven Eight Capital
New York
$602K +$557K +9,500 New
Parallax Volatility Advisers
316
Parallax Volatility Advisers
California
$591K +$547K +9,326 New
HHC
317
Hutchin Hill Capital
New York
$589K +$546K +9,300 New
B
318
Barings
North Carolina
$579K – – –
PA
319
Profund Advisors
Maryland
$556K +$29.5K +502 +6%
KCPG
320
Kavar Capital Partners Group
Kansas
$554K +$513K +8,750 New
JIM
321
Jensen Investment Management
Oregon
$552K +$511K +8,710 New
PP
322
Palladium Partners
Virginia
$550K – – –
AA
323
ALPS Advisors
Colorado
$547K +$238K +4,060 +93%
Teacher Retirement System of Texas
324
Teacher Retirement System of Texas
Texas
$541K -$374K -6,381 -43%
Fayez Sarofim & Co
325
Fayez Sarofim & Co
Texas
$526K +$487K +8,300 New
11 12
13
14 15

DVA Hedge Fund Activity: Q4 2013 in Review

455 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2013, worth a combined $11.4B — up 9.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new DVA positions and 53 closed out — a net gain of 43 holders — while 149 added to existing stakes and 161 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $378M.

  • 455 institutional investors held DaVita (DVA) as of Q4 2013, up from 414 in Q3 2013.
  • Funds reported $11.4B of DaVita stock for Q4 2013, up 9.3% quarter-over-quarter.
  • 96 funds opened new DaVita positions in Q4 2013 and 53 closed out, a net change of +43 holders.
  • The largest DaVita buyer in Q4 2013 was Berkshire Hathaway, an estimated $294M added.
  • The largest DaVita seller in Q4 2013 was JP Morgan Chase, an estimated $378M sold.

Based on aggregated 13F filings for Q4 2013.