We are live on ! Find out more

483 hedge funds and large institutions have $8.65B invested in DaVita in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $131M | Put options by funds: $38.8M

60% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 58

7% more funds holding

Funds holding: 452483 (+31)

2% less capital invested

Capital invested by funds: $8.8B → $8.65B (-$154M)

1.27% less ownership

Funds ownership: 91.86%90.58% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

30% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 193

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
10.64%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
93
Increased
135
Reduced
193
Closed
58
Calls
$131M
Puts
$38.8M
Net Calls
+$91.9M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
351
FORA Capital
Florida
$252K -$273K -3,476 -51%
RP
352
Rice Partnership
Hawaii
$251K +$259K +3,300 New
JWBC
353
John W. Brooker & Co
California
$248K
LIA
354
LS Investment Advisors
Michigan
$246K -$129K -1,644 -34%
AC
355
Allstate Corporation
Illinois
$242K -$1.57M -19,925 -86%
US Bancorp
356
US Bancorp
Minnesota
$238K +$2.52K +32 +1%
S
357
SignatureFD
Georgia
$238K +$10.5K +133 +4%
V
358
Veritable
Delaware
$236K +$12.4K +158 +5%
AA
359
ALPS Advisors
Colorado
$228K +$235K +2,992 New
NL
360
NKCFO LLC
Illinois
$228K +$236K +3,000 New
Fisher Asset Management
361
Fisher Asset Management
Washington
$226K +$234K +2,977 New
VCA
362
Verdence Capital Advisors
Maryland
$225K +$232K +2,953 New
Susquehanna International Group
363
Susquehanna International Group
Pennsylvania
$223K -$2.51M -31,961 -92%
RWM
364
Ritholtz Wealth Management
New York
$223K +$231K +2,936 New
FHB
365
First Hawaiian Bank
Hawaii
$221K +$13.4K +171 +6%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$213K +$26.8K +341 +14%
William Blair & Company
367
William Blair & Company
Illinois
$208K -$15.7K -200 -7%
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$207K +$214K +2,718 New
EOJOAM
369
E. Ohman J:or Asset Management
Sweden
$205K -$244K -3,100 -53%
JIC
370
Johnson Investment Counsel
Ohio
$204K +$211K +2,678 New
HB
371
Horizon Bancorp
Indiana
$197K -$71.9K -914 -26%
ACM
372
Aubrey Capital Management
United Kingdom
$195K -$47.2K -600 -19%
SF
373
Synovus Financial
Georgia
$168K +$175K +2,228 New
AIM
374
Aigen Investment Management
New York
$167K +$173K +2,195 New
WTC
375
WhitTier Trust Company
Nevada
$160K

DVA Hedge Fund Activity: Q1 2020 in Review

483 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2020, worth a combined $8.65B — down 1.7% from $8.8B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DVA positions and 58 closed out — a net gain of 35 holders — while 135 added to existing stakes and 193 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $94M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $144M sold.

  • 483 institutional investors held DaVita (DVA) as of Q1 2020, up from 452 in Q4 2019.
  • Funds reported $8.65B of DaVita stock for Q1 2020, down 1.7% quarter-over-quarter.
  • 93 funds opened new DaVita positions in Q1 2020 and 58 closed out, a net change of +35 holders.
  • The largest DaVita buyer in Q1 2020 was Robeco Institutional Asset Management, an estimated $94M added.
  • The largest DaVita seller in Q1 2020 was Glenview Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2020.