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490 hedge funds and large institutions have $10.5B invested in DaVita in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 207 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $406M | Put options by funds: $191M

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

2.35% more ownership

Funds ownership: 86.13%88.47% (+2.3%)

2% more funds holding

Funds holding: 479490 (+11)

0% more capital invested

Capital invested by funds: $10.5B → $10.5B (+$2.65M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

35% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 207

Holders
490
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
11.2%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
55
Increased
135
Reduced
207
Closed
37
Calls
$406M
Puts
$191M
Net Calls
+$215M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PRS
401
Pinkerton Retirement Specialists
Idaho
$80K
VFA
402
Valeo Financial Advisors
Indiana
$78K +$7.07K +100 +9%
AAP
403
Arax Advisory Partners
Colorado
$77K -$16.8K -237 -18%
MRCM
404
M&R Capital Management
New Jersey
$75K
OIA
405
OneDigital Investment Advisors
Kansas
$70K +$353 +5 +0.5%
MIFH
406
Migdal Insurance & Financial Holdings
Israel
$65K +$35.2K +498 +122%
TAM
407
Tiverton Asset Management
Delaware
$61K -$82.9K -1,173 -58%
NSIM
408
North Star Investment Management
Illinois
$57K
IA
409
IFP Advisors
Florida
$54K +$5.09K +72 +10%
RBC
410
Roble Belko & Company
Pennsylvania
$46K
FGAM
411
Financial Gravity Asset Management
Texas
$46K +$33.8K +478 +219%
DSC
412
Duncker Streett & Co
Missouri
$45K
MSFP
413
Mark Sheptoff Financial Planning
Connecticut
$43K
PWAG
414
Polaris Wealth Advisory Group
California
$43K +$42.4K +600 New
RMC
415
Resources Management Corp
Connecticut
$41K +$41K +580 New
VCM
416
Versant Capital Management
Arizona
$37K
FANJ
417
Financial Architects (New Jersey)
New Jersey
$36K +$3.11K +44 +10%
ClearBridge Investments
418
ClearBridge Investments
New York
$35K -$141 -2 -0.4%
PAI
419
Pittenger & Anderson Inc
Nebraska
$32K
GP
420
Girard Partners
Pennsylvania
$28K +$28.3K +400 New
GLI
421
Guardian Life Insurance
New York
$26K -$2.12K -30 -8%
WAM
422
Wealthspire Advisors (Maryland)
Maryland
$26K -$778 -11 -3%
CIA
423
CSat Investment Advisory
Michigan
$26K +$8.06K +114 +47%
SLF
424
Sun Life Financial
Ontario, Canada
$25K -$2.05K -29 -8%
RFC
425
Regions Financial Corp
Alabama
$24K -$37.8K -534 -61%