592 hedge funds and large institutions have $12.1B invested in DaVita in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 221 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+39
Holders Change %
+7.05%
% of All Funds
8.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
91
Increased
182
Reduced
221
Closed
50
Calls
$243M
Puts
$313M
Net Calls
-$70.5M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
401
Strategic Advocates
Utah
$324K -$121K -738 -27%
MOS
402
MGO One Seven
Ohio
$319K +$319K +1,947 New
NB
403
Norinchukin Bank
Japan
$317K +$9.34K +57 +3%
GT
404
Greenleaf Trust
Michigan
$311K -$984 -6 -0.3%
CT
405
ClearAlpha Technologies
Connecticut
$308K -$200K -1,217 -39%
IPW
406
Impact Partnership Wealth
Georgia
$307K +$307K +1,871 New
Lido Advisors
407
Lido Advisors
California
$304K +$10.2K +62 +3%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$304K -$11.3K -69 -4%
TNBTD
409
Trustmark National Bank Trust Department
Mississippi
$301K -$28.9K -176 -9%
PCS
410
Personal CFO Solutions
New Jersey
$300K -$4.75K -29 -2%
EWA
411
EverSource Wealth Advisors
Alabama
$299K +$2.95K +18 +1%
FPAS
412
Focus Partners Advisor Solutions
Missouri
$294K +$4.92K +30 +2%
SFA
413
Sequoia Financial Advisors
Ohio
$293K +$5.25K +32 +2%
HW
414
Hamilton Wealth
California
$289K
PAS
415
Park Avenue Securities
New York
$288K -$205K -1,248 -42%
VIA
416
Virtus Investment Advisers
Connecticut
$287K -$103K -628 -26%
KW
417
KWB Wealth
California
$285K +$285K +2,059 New
CCA
418
Checchi Capital Advisers
California
$285K -$5.25K -32 -2%
FIM
419
Freedom Investment Management
Connecticut
$283K -$37.4K -228 -12%
GS
420
GTS Securities
New York
$282K +$282K +1,720 New
WPC
421
Wedmont Private Capital
Pennsylvania
$280K +$11.8K +75 +4%
IMCOOI
422
Investment Management Corp of Ontario (IMCO)
Canada
$279K +$279K +1,704 New
EI
423
Ethic Inc
New York
$277K -$25.3K -183 -8%
BFIM
424
Beese Fulmer Investment Management
Ohio
$275K
William Blair & Company
425
William Blair & Company
Illinois
$274K +$984 +6 +0.4%