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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
NIT
376
NumerixS Investment Technologies
British Columbia, Canada
$155K -$571K -7,267 -78%
NIM
377
NuWave Investment Management
New Jersey
$151K +$121K +1,543 +351%
QCG
378
Quadrant Capital Group
Ohio
$150K +$12.7K +161 +9%
CFGS
379
Concourse Financial Group Securities
Alabama
$147K +$119K +1,515 +366%
VI
380
Vestcor Inc
New Brunswick, Canada
$146K +$28.7K +365 +23%
PCM
381
Prelude Capital Management
New York
$142K +$146K +1,863 New
FA
382
Fortis Advisors
Pennsylvania
$132K +$136K +1,732 New
ACA
383
Atlas Capital Advisors
Wyoming
$121K +$125K +1,593 New
AIP
384
Ameritas Investment Partners
Nebraska
$119K
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$119K +$129K +1,646 New
O
386
Ossiam
France
$114K -$59.5K -757 -34%
CA
387
Clearstead Advisors
Ohio
$114K +$118K +1,500 New
SCA
388
Stonebridge Capital Advisors
Minnesota
$114K +$118K +1,500 New
SAM
389
Shell Asset Management
Netherlands
$107K
MERSOM
390
Municipal Employees' Retirement System of Michigan
Michigan
$104K
MIFH
391
Migdal Insurance & Financial Holdings
Israel
$104K +$107K +1,362 New
LS
392
Livforsakringsbolaget Skandia
Sweden
$97K
RFA
393
Reilly Financial Advisors
California
$93K
AAP
394
Arax Advisory Partners
Colorado
$93K +$1.73K +22 +2%
BFEC
395
Benjamin F. Edwards & Company
Missouri
$91K
BBHC
396
Brown Brothers Harriman & Co
New York
$81K +$82K +1,043 +4,172%
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$79K -$10.7K -136 -12%
MRCM
398
M&R Capital Management
New Jersey
$79K
Pacer Advisors
399
Pacer Advisors
Pennsylvania
$72K
CIA
400
CSat Investment Advisory
Michigan
$70K -$1.02K -13 -1%

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.