DaVita
480 hedge funds and large institutions have $10.7B invested in DaVita in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 207 reducing their positions, and 65 closing their positions.
14% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 65
2.16% more ownership
Funds ownership: 82.32% → 84.48% (+2.2%)
0% more funds holding
Funds holding: 480 → 480 (0)
4% less capital invested
Capital invested by funds: $11.2B → $10.7B (-$469M)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
33% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 207
34% less call options, than puts
Call options by funds: $48.5M | Put options by funds: $73.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$257M |
| 2 |
PC
PointState Capital
New York
|
+$115M |
| 3 |
Bank of New York Mellon
New York
|
+$85.3M |
| 4 |
Morgan Stanley
New York
|
+$69.3M |
| 5 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
|
+$56.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$92.7M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$86.3M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$66.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$66.3M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$54.3M |
DVA Hedge Fund Activity: Q4 2016 in Review
480 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2016, worth a combined $10.7B — down 4.2% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new DVA positions and 65 closed out — a net gain of 9 holders — while 139 added to existing stakes and 207 trimmed.
The largest buyer was Boston Partners, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $92.7M.
- 480 institutional investors held DaVita (DVA) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $10.7B of DaVita stock for Q4 2016, down 4.2% quarter-over-quarter.
- 74 funds opened new DaVita positions in Q4 2016 and 65 closed out, a net change of +9 holders.
- The largest DaVita buyer in Q4 2016 was Boston Partners, an estimated $257M added.
- The largest DaVita seller in Q4 2016 was Fidelity Investments, an estimated $92.7M sold.
Based on aggregated 13F filings for Q4 2016.