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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
HighTower Advisors
351
HighTower Advisors
Illinois
$281K -$189K -1,851 -38%
CWM
352
CIBC World Markets
New York
$281K -$358K -3,512 -54%
VIA
353
Virtus Investment Advisers
Connecticut
$279K -$35.1K -344 -10%
BMCM
354
Bryn Mawr Capital Management
Pennsylvania
$274K +$296K +2,900 New
NMERB
355
New Mexico Educational Retirement Board
New Mexico
$273K +$20.4K +200 +7%
SCM
356
Shelton Capital Management
Colorado
$272K +$294K +2,882 New
Wealth Enhancement Advisory Services
357
Wealth Enhancement Advisory Services
Minnesota
$266K +$287K +2,818 New
AIM
358
Achmea Investment Management
Netherlands
$266K
Vontobel Holding
359
Vontobel Holding
Switzerland
$262K
XT
360
XTX Topco
Cayman Islands
$261K +$282K +2,764 New
FTDI
361
First Trust Direct Indexing
Massachusetts
$257K +$13.3K +130 +5%
DAS
362
Dynamic Advisor Solutions
Arizona
$256K -$8.47K -83 -3%
EOJOAM
363
E. Ohman J:or Asset Management
Sweden
$255K -$71.4K -700 -21%
CCIA
364
Campbell & Co Investment Adviser
Maryland
$254K -$536K -5,254 -66%
KeyBank National Association
365
KeyBank National Association
Ohio
$252K -$13.5K -132 -5%
HCM
366
Hollencrest Capital Management
California
$245K
MAM
367
Meeder Asset Management
Ohio
$244K
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$234K +$41.5K +407 +20%
HFM
369
Harvest Fund Management
China
$233K +$12.8K +125 +5%
BMSSC
370
B. Metzler seel. Sohn & Co
Germany
$232K +$251K +2,457 New
William Blair & Company
371
William Blair & Company
Illinois
$232K
GIA
372
Gateway Investment Advisers
Ohio
$231K
ACA
373
Atlas Capital Advisors
Wyoming
$223K +$73.7K +723 +44%
BRWA
374
B. Riley Wealth Advisors
Florida
$218K +$21.1K +207 +10%
QCM
375
Qsemble Capital Management
New York
$217K -$10.2K -100 -4%