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559 hedge funds and large institutions have $10.5B invested in DaVita in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $225M | Put options by funds: $137M

42% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 544559 (+15)

2% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$203M)

2.06% less ownership

Funds ownership: 88.94%86.88% (-2.1%)

22% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 215

Holders
559
Holders Change
+15
Holders Change %
+2.76%
% of All Funds
8.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
84
Increased
167
Reduced
215
Closed
59
Calls
$225M
Puts
$137M
Net Calls
+$88.1M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$632K -$77.5K -562 -11%
GIBU
302
Gulf International Bank (UK)
United Kingdom
$630K
TRSOTSOK
303
Teachers Retirement System of the State of Kentucky
Kentucky
$628K
PTC
304
Petrus Trust Company
Texas
$625K +$622K +4,510 New
QWM
305
Quadcap Wealth Management
Texas
$624K -$1.38K -10 -0.2%
AFAS
306
Acorn Financial Advisory Services
Virginia
$614K -$1.1K -8 -0.2%
OPERF
307
Oregon Public Employees Retirement Fund
Oregon
$610K -$27.6K -200 -4%
QCM
308
QRG Capital Management
Illinois
$604K -$44K -319 -7%
SPIA
309
Steward Partners Investment Advisory
New York
$594K
KOC
310
Koss-Olinger Consulting
Florida
$591K +$588K +4,266 New
MPM
311
MBB Public Markets
Illinois
$582K +$579K +4,200 New
LA
312
Lifeworks Advisors
Michigan
$580K -$84.2K -611 -13%
IGAM
313
iA Global Asset Management
Quebec, Canada
$576K +$31.4K +228 +6%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$576K -$24.1K -175 -4%
Walleye Capital
315
Walleye Capital
New York
$575K +$287K +2,084 +101%
PCTC
316
Perkins Coie Trust Company
Washington
$574K +$571K +4,145 New
BRWA
317
B. Riley Wealth Advisors
Florida
$572K +$251K +1,822 +79%
AWAG
318
ARS Wealth Advisors Group
Florida
$568K
US Bancorp
319
US Bancorp
Minnesota
$568K -$35K -254 -6%
DZ Bank
320
DZ Bank
Germany
$558K -$231K -1,679 -29%
CHC
321
City Holding Co
West Virginia
$554K -$6.75K -49 -1%
MSU
322
Mizuho Securities USA
New York
$553K +$550K +3,993 New
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$544K -$60.9K -442 -10%
TI
324
Tidal Investments
Wisconsin
$543K -$667K -4,838 -55%
KRS
325
Kentucky Retirement Systems
Kentucky
$540K -$26.5K -192 -5%