DaVita
474 hedge funds and large institutions have $12.8B invested in DaVita in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 170 reducing their positions, and 63 closing their positions.
158% more call options, than puts
Call options by funds: $44.8M | Put options by funds: $17.4M
2.15% more ownership
Funds ownership: 83.41% → 85.56% (+2.2%)
6% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 170
6% less funds holding
Funds holding: 502 → 474 (-28)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
7% less capital invested
Capital invested by funds: $13.7B → $12.8B (-$937M)
33% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$253M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$118M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$117M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$63.9M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$56.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$147M |
| 2 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$89.7M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$51.2M |
| 4 |
GCM
Gates Capital Management
New York
|
-$44.9M |
| 5 |
Two Sigma Investments
New York
|
-$42.1M |
DVA Hedge Fund Activity: Q1 2016 in Review
474 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2016, worth a combined $12.8B — down 6.8% from $13.7B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of DVA and 42 opened new positions — a net loss of 21 holders — while 170 trimmed existing stakes and 181 added.
The largest buyer was Royal London Asset Management, adding an estimated $253M. The largest seller was Fidelity Investments, cutting an estimated $147M.
- 474 institutional investors held DaVita (DVA) as of Q1 2016, down from 502 in Q4 2015.
- Funds reported $12.8B of DaVita stock for Q1 2016, down 6.8% quarter-over-quarter.
- 42 funds opened new DaVita positions in Q1 2016 and 63 closed out, a net change of -21 holders.
- The largest DaVita buyer in Q1 2016 was Royal London Asset Management, an estimated $253M added.
- The largest DaVita seller in Q1 2016 was Fidelity Investments, an estimated $147M sold.
Based on aggregated 13F filings for Q1 2016.