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503 hedge funds and large institutions have $7.5B invested in DaVita in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 37

7% more funds holding

Funds holding: 470503 (+33)

0.44% more ownership

Funds ownership: 86.34%86.78% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $7.86B → $7.5B (-$362M)

13% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 183

63% less call options, than puts

Call options by funds: $112M | Put options by funds: $300M

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
7.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
73
Increased
159
Reduced
183
Closed
37
Calls
$112M
Puts
$300M
Net Calls
-$188M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
326
Meiji Yasuda Life Insurance
Japan
$373K -$14.3K -140 -3%
IC
327
IEQ Capital
California
$367K +$396K +3,878 New
SC
328
Savant Capital
Illinois
$363K +$28.1K +275 +8%
SAM
329
Securian Asset Management
Minnesota
$361K -$58K -569 -13%
VPIM
330
Vanguard Personalized Indexing Management
California
$355K +$5.51K +54 +1%
M&T Bank
331
M&T Bank
New York
$341K -$4.59K -45 -1%
API
332
Advisor Partners II
California
$337K -$18.3K -179 -5%
PFO
333
Pathstone Family Office
New Jersey
$336K +$363K +3,555 New
PAS
334
Park Avenue Securities
New York
$332K +$359K +3,516 New
BIM
335
Bridgecreek Investment Management
Oklahoma
$331K
SOW
336
State of Wyoming
Wyoming
$330K +$78.5K +770 +28%
AWS
337
Atria Wealth Solutions
New York
$326K -$14.6K -143 -4%
AAM
338
Advisors Asset Management
Colorado
$318K +$93.4K +916 +37%
LSERS
339
Louisiana State Employees Retirement System
Louisiana
$312K -$10.2K -100 -3%
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$312K -$612 -6 -0.2%
JWBC
341
John W. Brooker & Co
California
$309K
WSTAM
342
Wilbanks Smith & Thomas Asset Management
Virginia
$301K
CHC
343
City Holding Co
West Virginia
$299K +$191K +1,870 +144%
FIM
344
Freedom Investment Management
Connecticut
$299K +$322K +3,158 New
CFB
345
Cullen/Frost Bankers
Texas
$288K +$40.8K +400 +15%
NAS
346
NWF Advisory Services
California
$286K
PWP
347
Perfromance Wealth Partners
Illinois
$284K -$306K -3,000 -50%
BPCE
348
Bank Pictet & Cie (Europe)
Germany
$284K
CA
349
Clearstead Advisors
Ohio
$284K +$153K +1,500 +100%
ALAM
350
Asahi Life Asset Management
Japan
$283K +$305K +2,990 New