DaVita
484 hedge funds and large institutions have $14.9B invested in DaVita in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 157 increasing their positions, 200 reducing their positions, and 53 closing their positions.
9% more capital invested
Capital invested by funds: $13.7B → $14.9B (+$1.24B)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
0.65% more ownership
Funds ownership: 84.6% → 85.25% (+0.65%)
8% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 53
2% less funds holding
Funds holding: 495 → 484 (-11)
22% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 200
84% less call options, than puts
Call options by funds: $30M | Put options by funds: $184M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$152M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$146M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$116M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$106M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$96.1M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$72.4M |
| 3 |
TA
Teachers Advisors
New York
|
-$64.7M |
| 4 |
D.E. Shaw & Co
New York
|
-$55.1M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$45.2M |
DVA Hedge Fund Activity: Q1 2015 in Review
484 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2015, worth a combined $14.9B — up 9.1% from $13.7B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of DVA and 49 opened new positions — a net loss of 4 holders — while 200 trimmed existing stakes and 157 added.
The largest buyer was Fidelity Investments, adding an estimated $152M. The largest seller was Egerton Capital (UK), cutting an estimated $96.1M.
- 484 institutional investors held DaVita (DVA) as of Q1 2015, down from 495 in Q4 2014.
- Funds reported $14.9B of DaVita stock for Q1 2015, up 9.1% quarter-over-quarter.
- 49 funds opened new DaVita positions in Q1 2015 and 53 closed out, a net change of -4 holders.
- The largest DaVita buyer in Q1 2015 was Fidelity Investments, an estimated $152M added.
- The largest DaVita seller in Q1 2015 was Egerton Capital (UK), an estimated $96.1M sold.
Based on aggregated 13F filings for Q1 2015.