We are live on ! Find out more

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
GWM
401
Geneos Wealth Management
Colorado
$63K -$58K -738 -46%
NSIM
402
North Star Investment Management
Illinois
$61K
AT
403
Arden Trust
Delaware
$59K +$61.1K +777 New
RIM
404
Rampart Investment Management
Connecticut
$53K -$29.6K -377 -35%
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$50K +$36.9K +469 +258%
DSC
406
Duncker Streett & Co
Missouri
$48K
RMC
407
Resources Management Corp
Connecticut
$44K
FANJ
408
Financial Architects (New Jersey)
New Jersey
$38K
IA
409
IFP Advisors
Florida
$38K +$14.8K +188 +57%
ClearBridge Investments
410
ClearBridge Investments
New York
$36K -$786 -10 -2%
VFA
411
Valeo Financial Advisors
Indiana
$33K -$32.8K -417 -49%
Bessemer Group
412
Bessemer Group
New Jersey
$33K +$24.1K +306 +255%
OAM
413
Oppenheimer Asset Management
New York
$32K -$29K -369 -47%
LWM
414
Liberty Wealth Management
California
$32K +$32.9K +418 New
VCM
415
Versant Capital Management
Arizona
$31K -$1.18K -15 -4%
MSFP
416
Mark Sheptoff Financial Planning
Connecticut
$30K
First Manhattan
417
First Manhattan
New York
$30K +$20.2K +257 +178%
TRCT
418
Tower Research Capital (TRC)
New York
$26K -$79.1K -1,006 -75%
CFFP
419
Center for Financial Planning
Michigan
$26K
TFGT
420
TS Financial Group (TSFG)
Illinois
$23K
TFO
421
Tarbox Family Office
California
$20K
NICM
422
Neo Ivy Capital Management
New York
$20K +$20.3K +258 New
AS
423
Altshuler Shaham
Israel
$20K +$20.9K +266 New
APA
424
American Portfolios Advisors
New York
$19K
TPCW
425
TD Private Client Wealth
New York
$18.9K +$1.57K +20 +9%

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.