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559 hedge funds and large institutions have $10.5B invested in DaVita in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $225M | Put options by funds: $137M

42% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 544559 (+15)

2% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$203M)

2.06% less ownership

Funds ownership: 88.94%86.88% (-2.1%)

22% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 215

Holders
559
Holders Change
+15
Holders Change %
+2.76%
% of All Funds
8.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
84
Increased
167
Reduced
215
Closed
59
Calls
$225M
Puts
$137M
Net Calls
+$88.1M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
326
Ostrum Asset Management
France
$537K -$1.38M -9,992 -72%
RFG
327
Range Financial Group
Oregon
$523K +$114K +826 +28%
MCM
328
MAI Capital Management
Ohio
$519K -$5.79K -42 -1%
JIC
329
Johnson Investment Counsel
Ohio
$511K
SRL
330
Scientech Research LLC
New Jersey
$510K -$170K -1,236 -25%
BMCM
331
Bryn Mawr Capital Management
Pennsylvania
$485K
HIP
332
HUB Investment Partners
Texas
$485K
Mackenzie Financial
333
Mackenzie Financial
Ontario, Canada
$477K -$169K -1,226 -26%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$474K -$11.3K -82 -2%
M&T Bank
335
M&T Bank
New York
$470K +$29.5K +214 +7%
HIMCH
336
Hartford Investment Management Co (HIMCO)
Connecticut
$461K -$22.9K -166 -5%
TRCT
337
Tower Research Capital (TRC)
New York
$459K +$362K +2,624 +380%
FRM
338
Fox Run Management
Connecticut
$455K -$5.1K -37 -1%
JWBC
339
John W. Brooker & Co
California
$453K
Wealth Enhancement Advisory Services
340
Wealth Enhancement Advisory Services
Minnesota
$445K +$7.86K +57 +2%
CT
341
ClearAlpha Technologies
Connecticut
$429K +$15.6K +113 +4%
CFB
342
Cullen/Frost Bankers
Texas
$423K
NAS
343
NWF Advisory Services
California
$420K
NRD
344
Nebula Research & Development
New York
$418K +$415K +3,013 New
PAS
345
Park Avenue Securities
New York
$416K -$15K -109 -4%
PWP
346
Perfromance Wealth Partners
Illinois
$416K
FTDI
347
First Trust Direct Indexing
Massachusetts
$411K +$51.7K +375 +14%
CW
348
CreativeOne Wealth
Kansas
$409K +$20K +145 +5%
SAM
349
Securian Asset Management
Minnesota
$406K -$27.6K -200 -6%
PWS
350
Precision Wealth Strategies
Missouri
$406K +$404K +2,931 New