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470 hedge funds and large institutions have $14.5B invested in DaVita in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 170 increasing their positions, 168 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

4% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $27.3M

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 168

1% more capital invested

Capital invested by funds: $14.4B → $14.5B (+$116M)

0.86% less ownership

Funds ownership: 84.22%83.37% (-0.86%)

5% less funds holding

Funds holding: 496470 (-26)

42% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 55

Holders
470
Holders Change
-26
Holders Change %
-5.24%
% of All Funds
13.12%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.59%
New
32
Increased
170
Reduced
168
Closed
55
Calls
$28.4M
Puts
$27.3M
Net Calls
+$1.07M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
301
Northstar Group
New York
$825K -$27.1K -350 -3%
OIA
302
Optimum Investment Advisors
Illinois
$794K +$851K +10,980 New
COPPSERS
303
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$791K -$649K -8,371 -43%
PA
304
Profund Advisors
Maryland
$779K -$258K -3,326 -24%
DnB Asset Management
305
DnB Asset Management
Norway
$775K
TCP
306
TAMRO Capital Partners
Virginia
$773K -$876K -11,297 -51%
ACM
307
Axel Capital Management
New York
$738K
WCM
308
Weik Capital Management
Pennsylvania
$732K
NB
309
Norinchukin Bank
Japan
$705K +$465 +6 +0.1%
LCM
310
Logan Capital Management
Pennsylvania
$697K +$61.2K +789 +9%
JIM
311
Jupiter Investment Management
United Kingdom
$687K -$341K -4,400 -32%
IEFM
312
IQ EQ Fund Management
Ireland
$683K +$675K +8,710 New
LPL Financial
313
LPL Financial
California
$671K -$153K -1,978 -18%
MA
314
MUFG Americas
New York
$665K +$309K +3,990 +77%
MCM
315
Manchester Capital Management
Vermont
$640K
Truist Financial
316
Truist Financial
North Carolina
$639K +$31K +400 +5%
HW
317
Hancock Whitney
Mississippi
$639K +$685K +8,838 New
NERM
318
New England Research & Management
Illinois
$613K +$138K +1,775 +26%
BCI
319
Brinker Capital Investments
Pennsylvania
$612K +$69.6K +897 +12%
SC
320
Scotia Capital
Ontario, Canada
$599K +$14K +180 +2%
Fayez Sarofim & Co
321
Fayez Sarofim & Co
Texas
$586K
PP
322
Palladium Partners
Virginia
$586K
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
$566K -$2.61M -33,715 -81%
AWCI
324
Alpine Woods Capital Investors
New York
$550K
FG
325
Fiduciary Group
Georgia
$541K -$5.82K -75 -1%

DVA Hedge Fund Activity: Q3 2015 in Review

470 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q3 2015, worth a combined $14.5B — up 0.81% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DVA and 32 opened new positions — a net loss of 23 holders — while 168 trimmed existing stakes and 170 added.

The largest buyer was Lone Pine Capital, adding an estimated $191M. The largest seller was Viking Global Investors, cutting an estimated $173M.

  • 470 institutional investors held DaVita (DVA) as of Q3 2015, down from 496 in Q2 2015.
  • Funds reported $14.5B of DaVita stock for Q3 2015, up 0.81% quarter-over-quarter.
  • 32 funds opened new DaVita positions in Q3 2015 and 55 closed out, a net change of -23 holders.
  • The largest DaVita buyer in Q3 2015 was Lone Pine Capital, an estimated $191M added.
  • The largest DaVita seller in Q3 2015 was Viking Global Investors, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2015.