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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
Nomura Holdings
326
Nomura Holdings
Japan
$539K -$1.98M -25,494 -77%
ANRIA
327
American National Registered Investment Advisor
Texas
$537K
MNBTD
328
Moody National Bank Trust Division
Texas
$534K
WBC
329
Westpac Banking Corp
Australia
$526K +$483K +6,230 +594%
NAMP
330
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$524K
RFS
331
Rockefeller Financial Services
New York
$521K
QT
332
Quantbot Technologies
New York
$519K +$485K +6,251 +675%
CCP
333
Clarkston Capital Partners
Michigan
$503K
DCM
334
Dynamic Capital Management
Jersey
$501K +$30.9K +399 +6%
HHMI
335
Howard Hughes Medical Institute
Maryland
$495K -$191K -2,463 -26%
CS
336
Credential Securities
$476K +$37.1K +479 +8%
ECM
337
Everence Capital Management
Indiana
$468K
Toronto Dominion Bank
338
Toronto Dominion Bank
Ontario, Canada
$459K +$52.5K +677 +12%
MFS
339
MSI Financial Services
Massachusetts
$454K +$44.4K +573 +10%
AB
340
Amalgamated Bank
New York
$453K +$14K +180 +3%
Group One Trading
341
Group One Trading
Illinois
$453K +$300K +3,868 +161%
HAIM
342
Hunter Associates Investment Management
Pennsylvania
$443K -$62K -800 -12%
GAM
343
Griffin Asset Management
New York
$443K +$51.6K +666 +12%
RG
344
Rathbones Group
United Kingdom
$439K
UCFA
345
United Capital Financial Advisors
Texas
$431K -$7.99K -103 -2%
MCM
346
MAI Capital Management
Ohio
$429K
KRSITF
347
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$411K +$6.13K +79 +1%
TMAM
348
Tokio Marine Asset Management
Japan
$399K -$118K -1,525 -22%
NYLIM
349
New York Life Investment Management
New York
$398K
ZIM
350
Zacks Investment Management
Illinois
$395K +$424K +5,464 New

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.