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483 hedge funds and large institutions have $8.65B invested in DaVita in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $131M | Put options by funds: $38.8M

60% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 58

7% more funds holding

Funds holding: 452483 (+31)

2% less capital invested

Capital invested by funds: $8.8B → $8.65B (-$154M)

1.27% less ownership

Funds ownership: 91.86%90.58% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

30% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 193

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
10.64%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
93
Increased
135
Reduced
193
Closed
58
Calls
$131M
Puts
$38.8M
Net Calls
+$91.9M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
301
Hillsdale Investment Management
Ontario, Canada
$456K +$472K +6,005 New
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$455K -$21.5K -274 -4%
EC
303
Estate Counselors
Wisconsin
$446K +$461K +5,860 New
DFA
304
Delta Financial Advisors
Louisiana
$445K -$313K -3,985 -41%
CG
305
Cutler Group
California
$444K -$177K -2,257 -28%
Creative Planning
306
Creative Planning
Kansas
$438K -$141K -1,798 -24%
COPPSERS
307
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$436K -$3.62K -46 -0.8%
NMERB
308
New Mexico Educational Retirement Board
New Mexico
$432K -$189K -2,400 -30%
NIPH
309
NN Investment Partners Holdings
Netherlands
$428K +$52.4K +666 +13%
WT
310
Whittier Trust
California
$422K
M&T Bank
311
M&T Bank
New York
$415K -$93K -1,183 -18%
SPIA
312
Steward Partners Investment Advisory
New York
$409K -$527K -6,700 -55%
ASN
313
Advisory Services Network
Georgia
$409K -$96.1K -1,222 -19%
MYLI
314
Meiji Yasuda Life Insurance
Japan
$396K +$409K +5,204 New
IA
315
IFG Advisory
Georgia
$386K -$3.93K -50 -1%
ANRIA
316
American National Registered Investment Advisor
Texas
$375K -$14.9K -190 -4%
ALAM
317
Asahi Life Asset Management
Japan
$371K -$10.2K -130 -3%
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$370K -$272K -3,455 -42%
OTPPB
319
Ontario Teachers' Pension Plan Board
Ontario, Canada
$370K +$383K +4,871 New
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$363K
RIM
321
Redpoint Investment Management
Australia
$359K
II
322
Inspire Investing
Idaho
$358K -$244K -3,107 -40%
NMIMC
323
Northwestern Mutual Investment Management Company
Wisconsin
$354K +$91.7K +1,166 +33%
SIM
324
Sentry Investment Management
Wisconsin
$352K -$174K -2,214 -32%
Macquarie Group
325
Macquarie Group
Australia
$350K -$4.61M -58,594 -93%

DVA Hedge Fund Activity: Q1 2020 in Review

483 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2020, worth a combined $8.65B — down 1.7% from $8.8B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DVA positions and 58 closed out — a net gain of 35 holders — while 135 added to existing stakes and 193 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $94M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $144M sold.

  • 483 institutional investors held DaVita (DVA) as of Q1 2020, up from 452 in Q4 2019.
  • Funds reported $8.65B of DaVita stock for Q1 2020, down 1.7% quarter-over-quarter.
  • 93 funds opened new DaVita positions in Q1 2020 and 58 closed out, a net change of +35 holders.
  • The largest DaVita buyer in Q1 2020 was Robeco Institutional Asset Management, an estimated $94M added.
  • The largest DaVita seller in Q1 2020 was Glenview Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2020.