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480 hedge funds and large institutions have $11.2B invested in DaVita in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 203 increasing their positions, 155 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $65.1M | Put options by funds: $46.5M

31% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 155

2.41% less ownership

Funds ownership: 84.74%82.32% (-2.4%)

4% less funds holding

Funds holding: 501480 (-21)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

17% less capital invested

Capital invested by funds: $13.5B → $11.2B (-$2.33B)

25% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 64

Holders
480
Holders Change
-21
Holders Change %
-4.19%
% of All Funds
12.81%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
48
Increased
203
Reduced
155
Closed
64
Calls
$65.1M
Puts
$46.5M
Net Calls
+$18.7M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
326
Wintrust Investments
Illinois
$570K +$347K +4,935 +134%
CG
327
Cutler Group
California
$569K +$607K +8,618 New
PP
328
Palladium Partners
Virginia
$568K +$35.2K +500 +6%
SC
329
Scotia Capital
Ontario, Canada
$556K
RCAMU
330
Rothschild & Co Asset Management US
Connecticut
$544K +$160K +2,267 +38%
Wolverine Trading
331
Wolverine Trading
Illinois
$539K +$579K +8,229 New
FAAS
332
First Allied Advisory Services
California
$536K +$28.5K +405 +5%
Fayez Sarofim & Co
333
Fayez Sarofim & Co
Texas
$535K
PTC
334
Private Trust Company
Ohio
$534K +$17.6K +250 +3%
ACC
335
Accident Compensation Corp
New Zealand
$529K +$563K +8,000 New
PC
336
Palo Capital
California
$520K +$554K +7,866 New
UR
337
USCA RIA
Texas
$510K
Federated Hermes
338
Federated Hermes
Pennsylvania
$507K +$285K +4,042 +111%
DG
339
Davidson & Garrard
Virginia
$495K -$805K -11,435 -60%
ANRIA
340
American National Registered Investment Advisor
Texas
$491K
NAMP
341
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$489K -$28.2K -400 -5%
MNBTD
342
Moody National Bank Trust Division
Texas
$487K
RFS
343
Rockefeller Financial Services
New York
$476K
SCM
344
SKBA Capital Management
California
$471K +$35.2K +500 +8%
CCP
345
Clarkston Capital Partners
Michigan
$459K
NIPH
346
NN Investment Partners Holdings
Netherlands
$446K +$408K +5,800 +610%
KRSITF
347
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$442K +$7.6K +108 +2%
HHMI
348
Howard Hughes Medical Institute
Maryland
$440K +$283K +4,026 +153%
MCM
349
MAI Capital Management
Ohio
$434K +$71.3K +1,013 +18%
CCP
350
Corient Capital Partners
California
$432K +$461K +6,542 New