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559 hedge funds and large institutions have $10.5B invested in DaVita in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $225M | Put options by funds: $137M

42% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 544559 (+15)

2% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$203M)

2.06% less ownership

Funds ownership: 88.94%86.88% (-2.1%)

22% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 215

Holders
559
Holders Change
+15
Holders Change %
+2.76%
% of All Funds
8.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
84
Increased
167
Reduced
215
Closed
59
Calls
$225M
Puts
$137M
Net Calls
+$88.1M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
401
Erste Asset Management
Austria
$249K +$241K +1,750 New
Lido Advisors
402
Lido Advisors
California
$249K +$247K +1,794 New
EWA
403
EverSource Wealth Advisors
Alabama
$246K +$130K +946 +110%
CCA
404
Checchi Capital Advisers
California
$245K
FPAS
405
Focus Partners Advisor Solutions
Missouri
$244K +$12K +87 +5%
HW
406
Hamilton Wealth
California
$244K
SFA
407
Sequoia Financial Advisors
Ohio
$243K +$1.93K +14 +0.8%
CT
408
Coastline Trust
Rhode Island
$242K
WPC
409
Wedmont Private Capital
Pennsylvania
$241K +$13.2K +96 +6%
Public Sector Pension Investment Board (PSP Investments)
410
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$235K +$234K +1,695 New
BFIM
411
Beese Fulmer Investment Management
Ohio
$232K -$10.3K -75 -4%
KRSITF
412
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$231K -$15K -109 -6%
William Blair & Company
413
William Blair & Company
Illinois
$231K -$4.55K -33 -2%
DMBA
414
Deseret Mutual Benefit Administrators
Utah
$231K -$6.06K -44 -3%
MGP
415
Metis Global Partners
California
$230K -$9.37K -68 -4%
NMIMC
416
Northwestern Mutual Investment Management Company
Wisconsin
$228K -$8.68K -63 -4%
FHA
417
First Horizon Advisors
Tennessee
$226K +$81K +588 +56%
FWIA
418
Fort Washington Investment Advisors
Ohio
$226K
TAM
419
Todd Asset Management
Kentucky
$226K
SAM
420
Smartleaf Asset Management
Massachusetts
$225K +$185K +1,340 +532%
FWCM
421
Ferguson Wellman Capital Management
Oregon
$225K
AC
422
AXQ Capital
New Jersey
$223K +$221K +1,607 New
CAM
423
Cozad Asset Management
Illinois
$222K
EFI
424
EHP Funds Inc
Canada
$222K -$413K -3,000 -65%
CI Investments Inc
425
CI Investments Inc
Ontario, Canada
$215K +$27.3K +198 +15%