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DaVita
DVA

Overview Fund Activity

486 hedge funds and large institutions have $8.95B invested in DaVita in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 146 increasing their positions, 217 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
-13
Holders Change %
-2.61%
% of All Funds
9.83%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
51
Increased
146
Reduced
217
Closed
61
Calls
$162M
Puts
$146M
Net Calls
+$15.4M
Net Calls Change
-$21.2M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$209M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$57.9M
3
JAM
Jupiter Asset Management
United Kingdom
$24M
4
ITP
Iron Triangle Partners
Connecticut
$18.8M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$89.9M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$3.09B
2
Ameriprise
Ameriprise
Minnesota
$127M
3
Vanguard Group
Vanguard Group
Pennsylvania
$785M
4
PCM
PAR Capital Management
Massachusetts
$104M
5
AQR Capital Management
AQR Capital Management
Connecticut
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
401
CSat Investment Advisory
Michigan
$93K +$1.38K +16 +2%
MRCM
402
M&R Capital Management
New Jersey
$89K – – –
SAM
403
Shell Asset Management
Netherlands
$88K – – –
GWM
404
Geneos Wealth Management
Colorado
$86K – – –
AAP
405
Arax Advisory Partners
Colorado
$74K -$860 -10 -1%
NSIM
406
North Star Investment Management
Illinois
$69K – – –
MIFH
407
Migdal Insurance & Financial Holdings
Israel
$62K +$62K +722 New
HMS
408
Hanseatic Management Services
New Mexico
$61K -$825K -9,594 -93%
EP
409
Eudaimonia Partners
Tennessee
$52K +$52K +603 New
CFB
410
Cullen/Frost Bankers
Texas
$51K -$55.3K -650 -52%
CAL
411
Capital Analysts LLC
Pennsylvania
$51K +$20.5K +242 +67%
CG
412
Cutler Group
California
$51K +$51K +600 New
BCA
413
Berman Capital Advisors
Georgia
$47K – – –
RIM
414
Rampart Investment Management
Connecticut
$43K -$204K -2,387 -83%
RMC
415
Resources Management Corp
Connecticut
$43K -$6.88K -80 -14%
DSC
416
Duncker Streett & Co
Missouri
$39K -$15.6K -180 -29%
VCM
417
Versant Capital Management
Arizona
$35K – – –
QCG
418
Quadrant Capital Group
Ohio
$34K -$7.99K -93 -19%
MSFP
419
Mark Sheptoff Financial Planning
Connecticut
$34K – – –
FCH
420
Freestone Capital Holdings
Washington
$33.5K +$33.5K +391 New
LWM
421
Liberty Wealth Management
California
$33K -$2.5K -29 -7%
T
422
TOBAM
France
$30K -$1.22M -14,041 -98%
NIM
423
NuWave Investment Management
New Jersey
$30K -$120K -1,417 -80%
AIL
424
AGF Investments LLC
Ontario, Canada
$29K -$3.38K -39 -10%
TPCW
425
TD Private Client Wealth
New York
$26.4K -$257 -3 -1%
15 16
17
18 19