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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
Verition Fund Management
376
Verition Fund Management
Connecticut
$322K +$320K +2,322 New
TSS
377
Two Sigma Securities
New York
$316K +$315K +2,282 New
PAG
378
Private Advisor Group
New Jersey
$315K +$314K +2,276 New
RIM
379
Rakuten Investment Management
Japan
$315K +$107K +773 +53%
WTC
380
WhitTier Trust Company
Nevada
$314K
MG
381
Meritage Group
California
$309K +$30.7K +223 +11%
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$303K -$11.3K -82 -4%
EI
383
Ethic Inc
New York
$303K +$25.2K +183 +9%
ALAM
384
Asahi Life Asset Management
Japan
$302K +$300K +2,180 New
MHS
385
M Holdings Securities
Oregon
$300K +$299K +2,166 New
JF
386
Jump Financial
Illinois
$286K +$54.6K +396 +24%
VSQM
387
V-Square Quantitative Management
Illinois
$284K -$65.5K -475 -19%
TNBTD
388
Trustmark National Bank Trust Department
Mississippi
$279K +$277K +2,013 New
CG
389
Caprock Group
Idaho
$276K +$273K +1,980 New
EF
390
Empirical Finance
Pennsylvania
$275K -$30.2K -219 -10%
FIM
391
Freedom Investment Management
Connecticut
$271K -$55.4K -402 -17%
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$267K -$21.8K -158 -8%
BC
393
Burney Company
Virginia
$266K -$60K -435 -18%
Vontobel Holding
394
Vontobel Holding
Switzerland
$265K -$60.8K -441 -19%
GT
395
Greenleaf Trust
Michigan
$264K +$1.65K +12 +0.6%
BC
396
Bridgefront Capital
Texas
$262K +$57.9K +420 +29%
NB
397
Norinchukin Bank
Japan
$260K
PCS
398
Personal CFO Solutions
New Jersey
$257K +$1.52K +11 +0.6%
P
399
Pitcairn
Pennsylvania
$256K -$9.65K -70 -4%
Two Sigma Investments
400
Two Sigma Investments
New York
$249K -$41.5K -301 -14%