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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
LSERS
351
Louisiana State Employees Retirement System
Louisiana
$402K -$27.6K -200 -6%
MYLI
352
Meiji Yasuda Life Insurance
Japan
$400K +$23.4K +170 +6%
Wellington Management Group
353
Wellington Management Group
Massachusetts
$398K +$30.2K +219 +8%
AFCM
354
Applied Finance Capital Management
Puerto Rico
$384K +$381K +2,768 New
IFU
355
iSAM Funds (UK)
United Kingdom
$384K +$381K +2,768 New
KeyBank National Association
356
KeyBank National Association
Ohio
$383K -$18.9K -137 -5%
CCM
357
Coldstream Capital Management
Washington
$382K +$5.1K +37 +1%
PIM
358
Plato Investment Management
Australia
$378K
SA
359
Strategic Advocates
Utah
$376K -$317K -2,300 -46%
Allspring Global Investments
360
Allspring Global Investments
North Carolina
$375K -$5.11M -37,105 -93%
EOJOAM
361
E. Ohman J:or Asset Management
Sweden
$374K
NMERB
362
New Mexico Educational Retirement Board
New Mexico
$372K
GA
363
Gateway Advisory
New Jersey
$370K -$23.4K -170 -6%
TMAM
364
Tokio Marine Asset Management
Japan
$368K +$38.7K +281 +12%
FSG
365
Financial Strategies Group
Michigan
$363K +$363K +2,631 New
HCM
366
Hollencrest Capital Management
California
$359K
Focus Partners Wealth
367
Focus Partners Wealth
Massachusetts
$358K +$356K +2,586 New
BMCM
368
Burns Matteson Capital Management
New York
$358K +$356K +2,582 New
AI
369
Atria Investments
North Carolina
$358K +$356K +2,580 New
AA
370
ALPS Advisors
Colorado
$353K -$2.07K -15 -0.6%
Los Angeles Capital Management
371
Los Angeles Capital Management
California
$347K -$4.48M -32,492 -93%
DAS
372
Dynamic Advisor Solutions
Arizona
$341K -$138 -1 -0%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$334K -$1.24K -9 -0.4%
VIA
374
Virtus Investment Advisers
Connecticut
$330K -$130K -943 -28%
UCFA
375
United Capital Financial Advisors
Texas
$324K -$350K -2,536 -52%