We are live on ! Find out more

443 hedge funds and large institutions have $9.81B invested in DaVita in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 154 increasing their positions, 179 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.45% more ownership

Funds ownership: 83.96%86.41% (+2.5%)

7% less funds holding

Funds holding: 477443 (-34)

7% less capital invested

Capital invested by funds: $10.6B → $9.81B (-$770M)

14% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 179

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

34% less call options, than puts

Call options by funds: $111M | Put options by funds: $168M

45% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 62

Holders
443
Holders Change
-34
Holders Change %
-7.13%
% of All Funds
11.04%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
34
Increased
154
Reduced
179
Closed
62
Calls
$111M
Puts
$168M
Net Calls
-$56.6M
Net Calls Change
+$991K
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
326
KeyBank National Association
Ohio
$320K -$465K -7,733 -59%
ECM
327
Everence Capital Management
Indiana
$313K
JMPWA
328
JP Morgan Private Wealth Advisors
California
$311K -$25K -415 -7%
CI
329
Conning Inc
Connecticut
$305K +$4.82K +80 +2%
OIA
330
Optimum Investment Advisors
Illinois
$299K
IUHSA
331
Itau Unibanco Holding S.A.
Brazil
$298K +$95.5K +1,587 New
II
332
IFM Investors
Australia
$291K
Daiwa Securities Group
333
Daiwa Securities Group
Japan
$287K +$1.81K +30 +0.6%
PTC
334
Petrus Trust Company
Texas
$287K +$103K +1,715 +55%
UCFA
335
United Capital Financial Advisors
Texas
$282K +$16.2K +269 +6%
N
336
Nuveen
North Carolina
$281K -$1.06M -17,674 -79%
AWA
337
ARS Wealth Advisors
Florida
$281K +$37.6K +625 +15%
AWA
338
Arete Wealth Advisors
Illinois
$279K -$3.37K -56 -1%
PIA
339
Piedmont Investment Advisors
North Carolina
$277K -$14.7K -244 -5%
V
340
Veritable
Delaware
$271K -$13.1K -217 -5%
HAM
341
Highstreet Asset Management
Ontario, Canada
$268K +$199K +3,300 +273%
ECP
342
Elk Creek Partners
Colorado
$266K +$35.8K +594 +15%
Allianz Asset Management
343
Allianz Asset Management
Germany
$253K -$8.43K -140 -3%
William Blair & Company
344
William Blair & Company
Illinois
$249K +$6.02K +100 +2%
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$245K -$8.85K -147 -3%
CG
346
Caprock Group
Idaho
$244K -$191K -3,177 -44%
PAG
347
Private Advisor Group
New Jersey
$243K -$39.5K -657 -13%
Pacer Advisors
348
Pacer Advisors
Pennsylvania
$242K -$134K -2,229 -35%
RA
349
Rational Advisors
New York
$238K
CC
350
ClearArc Capital
Ohio
$235K +$7.22K +120 +3%