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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
II
376
Inspire Investing
Idaho
$212K +$180K +2,928 New
V
377
Veritable
Delaware
$207K -$105K -1,703 -37%
CCT
378
Country Club Trust
Missouri
$207K +$177K +2,870 New
PGWM
379
Parisi Gray Wealth Management
New Jersey
$200K +$170K +2,758 New
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$185K – – –
AAP
381
Arax Advisory Partners
Colorado
$181K – – –
GWM
382
Geneos Wealth Management
Colorado
$177K -$30.5K -495 -17%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$171K -$55.7K -905 -28%
MIFH
384
Migdal Insurance & Financial Holdings
Israel
$171K -$14.4K -234 -9%
LS
385
Livforsakringsbolaget Skandia
Sweden
$164K -$49.2K -800 -26%
LTFS
386
Ladenburg Thalmann Financial Services
Florida
$157K -$41.2K -669 -24%
TAM
387
Tiverton Asset Management
Delaware
$149K +$126K +2,053 New
RIM
388
Rampart Investment Management
Connecticut
$136K -$18.7K -304 -14%
OIA
389
OneDigital Investment Advisors
Kansas
$132K +$22.2K +360 +25%
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$113K +$95.9K +1,558 New
National Pension Service
391
National Pension Service
South Korea
$106K -$10.8M -176,153 -99%
RFA
392
Reilly Financial Advisors
California
$92K – – –
MSFP
393
Mark Sheptoff Financial Planning
Connecticut
$87K -$24.6K -400 -25%
RBC
394
Roble Belko & Company
Pennsylvania
$83K +$71.1K +1,155 New
PRS
395
Pinkerton Retirement Specialists
Idaho
$81K – – –
IWM
396
IHT Wealth Management
Illinois
$78K +$8.92K +145 +16%
VFA
397
Valeo Financial Advisors
Indiana
$77K +$62 +1 +0.1%
MRCM
398
M&R Capital Management
New Jersey
$75K – – –
RFC
399
Regions Financial Corp
Alabama
$67K +$57.5K +934 New
HFP
400
Holistic Financial Partners
Indiana
$61K +$52K +845 New
14 15
16
17 18

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.