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DaVita
DVA

479 hedge funds and large institutions have $11.4B invested in DaVita in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 116 increasing their positions, 205 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 8 → 16 (+8)

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

16% more capital invested

Capital invested by funds: $9.81B → $11.4B (+$1.56B)

8% more funds holding

Funds holding: 443 → 479 (+36)

0.52% less ownership

Funds ownership: 86.41% → 85.9% (-0.52%)

24% less call options, than puts

Call options by funds: $95.8M | Put options by funds: $127M

43% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 205

Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
10.86%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.36%
New
100
Increased
116
Reduced
205
Closed
60
Calls
$95.8M
Puts
$127M
Net Calls
-$31.1M
Net Calls Change
+$25.5M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$139M
2
O
OppenheimerFunds
New York
+$113M
3
Millennium Management
Millennium Management
New York
+$87.9M
4
PHS
PFM Health Sciences
California
+$74.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.2M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$262M
2
Principal Financial Group
Principal Financial Group
Iowa
-$166M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$97.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$68.7M
5
APG Asset Management
APG Asset Management
Netherlands
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
351
Susquehanna International Group
Pennsylvania
$290K +$247K +4,012 New
William Blair & Company
352
William Blair & Company
Illinois
$284K -$16K -260 -6%
BTIS
353
BB&T Investment Services
North Carolina
$283K -$2.22K -36 -1%
CC
354
ClearArc Capital
Ohio
$279K -$5.6K -91 -2%
CSS
355
Cubist Systematic Strategies
Connecticut
$277K -$317K -5,146 -57%
AA
356
ALPS Advisors
Colorado
$277K +$17.3K +281 +8%
EOJOAM
357
E. Ohman J:or Asset Management
Sweden
$275K – – –
UB
358
UMB Bank
Missouri
$273K +$12.1K +196 +5%
QSS
359
Quantitative Systematic Strategies
Florida
$270K +$230K +3,731 New
SCM
360
Shelton Capital Management
Colorado
$269K -$3.33M -54,100 -94%
FQ
361
First Quadrant
California
$267K – – –
BCP
362
Blackhawk Capital Partners
Wisconsin
$266K +$226K +3,675 New
OIA
363
Optimum Investment Advisors
Illinois
$263K -$86.2K -1,400 -28%
TAMH
364
Taikang Asset Management (HK)
Hong Kong
$262K +$223K +3,628 New
OMCS
365
Old Mutual Customised Solutions
South Africa
$260K – – –
BIM
366
Bridgecreek Investment Management
Oklahoma
$256K – – –
B
367
Barings
North Carolina
$251K -$154K -2,500 -42%
AIP
368
Ameritas Investment Partners
Nebraska
$248K -$18.7K -304 -8%
HCM
369
Howard Capital Management
Georgia
$247K +$210K +3,412 New
CG
370
Cutler Group
California
$238K +$148K +2,400 +267%
FWCM
371
Ferguson Wellman Capital Management
Oregon
$236K +$201K +3,260 New
BAM
372
Berkshire Asset Management
Pennsylvania
$234K +$199K +3,239 New
MC
373
Menta Capital
California
$232K +$198K +3,216 New
WTC
374
WhitTier Trust Company
Nevada
$225K -$305K -4,950 -61%
SGCA
375
Steel Grove Capital Advisors
Tennessee
$217K +$185K +3,000 New
13 14
15
16 17

DVA Hedge Fund Activity: Q4 2017 in Review

479 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2017, worth a combined $11.4B — up 16% from $9.81B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DVA positions and 60 closed out — a net gain of 40 holders — while 116 added to existing stakes and 205 trimmed.

The largest buyer was Norges Bank, adding an estimated $139M. The largest seller was Boston Partners, cutting an estimated $262M.

  • 479 institutional investors held DaVita (DVA) as of Q4 2017, up from 443 in Q3 2017.
  • Funds reported $11.4B of DaVita stock for Q4 2017, up 16% quarter-over-quarter.
  • 100 funds opened new DaVita positions in Q4 2017 and 60 closed out, a net change of +40 holders.
  • The largest DaVita buyer in Q4 2017 was Norges Bank, an estimated $139M added.
  • The largest DaVita seller in Q4 2017 was Boston Partners, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2017.