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503 hedge funds and large institutions have $7.5B invested in DaVita in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 37

7% more funds holding

Funds holding: 470503 (+33)

0.44% more ownership

Funds ownership: 86.34%86.78% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $7.86B → $7.5B (-$362M)

13% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 183

63% less call options, than puts

Call options by funds: $112M | Put options by funds: $300M

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
7.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
73
Increased
159
Reduced
183
Closed
37
Calls
$112M
Puts
$300M
Net Calls
-$188M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
301
Acorn Financial Advisory Services
Virginia
$464K -$29.7K -291 -6%
KA
302
Kintegral Advisory
New York
$463K -$306 -3 -0.1%
AFG
303
ABLE Financial Group
Arizona
$462K +$499K +4,891 New
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$461K -$1.43K -14 -0.3%
RCM
305
Radnor Capital Management
Pennsylvania
$454K +$30.6K +300 +7%
Assenagon Asset Management
306
Assenagon Asset Management
Luxembourg
$451K -$848K -8,318 -64%
MCM
307
MAI Capital Management
Ohio
$440K -$32.3K -317 -6%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$438K -$416K -4,074 -47%
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$438K +$14.7K +144 +3%
N
310
Natixis
France
$424K +$457K +4,481 New
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
$416K -$969K -9,498 -68%
SPIA
312
Steward Partners Investment Advisory
New York
$415K +$20.4K +200 +5%
CT
313
Coastline Trust
Rhode Island
$414K -$106K -1,040 -19%
KRS
314
Kentucky Retirement Systems
Kentucky
$414K -$7.34K -72 -2%
ECM
315
Element Capital Management
New York
$413K -$266K -2,604 -37%
MSRPS
316
Maryland State Retirement & Pension System
Maryland
$413K
Corient Private Wealth
317
Corient Private Wealth
Florida
$409K +$10K +98 +2%
HIMCH
318
Hartford Investment Management Co (HIMCO)
Connecticut
$392K -$24K -235 -5%
CB
319
Commerce Bank
Missouri
$390K
ESCM
320
Echo Street Capital Management
New York
$389K -$387K -3,792 -48%
AWAG
321
ARS Wealth Advisors Group
Florida
$388K
MGP
322
Metis Global Partners
California
$387K +$63.5K +623 +18%
SCM
323
Stevens Capital Management
Pennsylvania
$387K +$417K +4,090 New
Cetera Investment Advisers
324
Cetera Investment Advisers
Illinois
$385K +$99.9K +979 +32%
BC
325
Burney Company
Virginia
$374K -$94.7K -928 -19%