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415 hedge funds and large institutions have $7.2B invested in DaVita in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 89 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

4% more funds holding

Funds holding: 400415 (+15)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12.45% less ownership

Funds ownership: 91.32%78.88% (-12%)

16% less capital invested

Capital invested by funds: $8.54B → $7.2B (-$1.33B)

20% less call options, than puts

Call options by funds: $168M | Put options by funds: $211M

52% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 186

Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
9.1%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
70
Increased
89
Reduced
186
Closed
55
Calls
$168M
Puts
$211M
Net Calls
-$42.4M
Net Calls Change
-$98.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
326
Globeflex Capital
California
$124K +$126K +2,167 New
WTC
327
WhitTier Trust Company
Nevada
$120K
AIP
328
Ameritas Investment Partners
Nebraska
$104K -$29K -500 -21%
QCG
329
Quadrant Capital Group
Ohio
$99K +$90.5K +1,558 +636%
NICM
330
Neo Ivy Capital Management
New York
$98K +$38.5K +662 +61%
SO
331
STRS Ohio
Ohio
$96K
TAF
332
Tredje AP-fonden
Sweden
$95K -$281K -4,842 -74%
Capstone Investment Advisors
333
Capstone Investment Advisors
New York
$93K -$210K -3,613 -69%
FL
334
Fort LP
Maryland
$86K +$87.6K +1,507 New
LS
335
Livforsakringsbolaget Skandia
Sweden
$72K
RFA
336
Reilly Financial Advisors
California
$70K
Victory Capital Management
337
Victory Capital Management
Texas
$69K -$693K -11,923 -91%
AAP
338
Arax Advisory Partners
Colorado
$68K
BFEC
339
Benjamin F. Edwards & Company
Missouri
$68K +$69.7K +1,200 New
RIM
340
Rampart Investment Management
Connecticut
$67K -$17.4K -299 -20%
CIA
341
CSat Investment Advisory
Michigan
$59K -$7.67K -132 -11%
MRCM
342
M&R Capital Management
New Jersey
$59K
NIM
343
NuWave Investment Management
New Jersey
$57K +$54.2K +933 +1,166%
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$53K +$30.2K +519 +124%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$52K +$19.3K +332 +57%
GWM
346
Geneos Wealth Management
Colorado
$49K -$86.2K -1,484 -63%
VFA
347
Valeo Financial Advisors
Indiana
$49K
RCAG
348
Rehmann Capital Advisory Group
Michigan
$47.1K -$871 -15 -2%
NSIM
349
North Star Investment Management
Illinois
$46K +$46.5K +800 New
VCM
350
Vigilant Capital Management
Maine
$34K -$87.1K -1,500 -71%

DVA Hedge Fund Activity: Q3 2019 in Review

415 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q3 2019, worth a combined $7.2B — down 16% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new DVA positions and 55 closed out — a net gain of 15 holders — while 89 added to existing stakes and 186 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $64.8M. The largest seller was BlackRock, cutting an estimated $169M.

  • 415 institutional investors held DaVita (DVA) as of Q3 2019, up from 400 in Q2 2019.
  • Funds reported $7.2B of DaVita stock for Q3 2019, down 16% quarter-over-quarter.
  • 70 funds opened new DaVita positions in Q3 2019 and 55 closed out, a net change of +15 holders.
  • The largest DaVita buyer in Q3 2019 was Nordea Investment Management, an estimated $64.8M added.
  • The largest DaVita seller in Q3 2019 was BlackRock, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2019.