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442 hedge funds and large institutions have $6.59B invested in DaVita in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 195 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.19% more ownership

Funds ownership: 86.23%87.42% (+1.2%)

1% more capital invested

Capital invested by funds: $6.51B → $6.59B (+$81.3M)

6% less call options, than puts

Call options by funds: $94.8M | Put options by funds: $101M

4% less funds holding

Funds holding: 462442 (-20)

25% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 64

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
442
Holders Change
-20
Holders Change %
-4.33%
% of All Funds
7.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
48
Increased
120
Reduced
195
Closed
64
Calls
$94.8M
Puts
$101M
Net Calls
-$6.59M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
401
CI Investments Inc
Ontario, Canada
$7K -$526 -6 -7%
LC
402
Lindbrook Capital
California
$6K -$1.93K -22 -23%
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$6K +$526 +6 +9%
CA
404
Crewe Advisors
Utah
$6K +$614 +7 +11%
SC
405
Schubert & Co
Texas
$6K +$3.6K +41 +132%
GRP
406
Global Retirement Partners
California
$5K -$1.14K -13 -16%
FRA
407
Front Row Advisors
California
$5K
HBW
408
Hazlett, Burt & Watson
West Virginia
$5K
PTC
409
Private Trust Company
Ohio
$5K
SWM
410
Sugarloaf Wealth Management
Georgia
$5K
JWA
411
JFS Wealth Advisors
Pennsylvania
$5K +$3.95K +45 +237%
TWC
412
TD Waterhouse Canada
Ontario, Canada
$4.41K
PWMG
413
Prestige Wealth Management Group
New Jersey
$4K
TWA
414
TCI Wealth Advisors
Arizona
$4K +$351 +4 +10%
AF
415
Allworth Financial
California
$4K +$965 +11 +31%
EWA
416
EverSource Wealth Advisors
Alabama
$4K +$1.93K +22 +92%
KFS
417
Kelly Financial Services
Massachusetts
$3.31K
SSG
418
Summit Securities Group
New York
$3K -$8.33K -95 -74%
MCM
419
MV Capital Management
Maryland
$3K +$88 +1 +3%
GWS
420
Glassman Wealth Services
Virginia
$3K +$526 +6 +18%
SWA
421
Sutton Wealth Advisors
Florida
$2.57K
Loomis, Sayles & Company
422
Loomis, Sayles & Company
Massachusetts
$2K -$6.14K -70 -76%
BWM
423
Baystate Wealth Management
Massachusetts
$2K
CCA
424
Column Capital Advisors
Indiana
$2K
EARNEST Partners
425
EARNEST Partners
Georgia
$2K