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450 hedge funds and large institutions have $7.55B invested in DaVita in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 187 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $352M | Put options by funds: $85.5M

0.32% more ownership

Funds ownership: 88.47%88.79% (+0.32%)

8% less funds holding

Funds holding: 490450 (-40)

24% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 187

28% less capital invested

Capital invested by funds: $10.5B → $7.55B (-$2.94B)

40% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 92

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
450
Holders Change
-40
Holders Change %
-8.16%
% of All Funds
10.03%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
55
Increased
143
Reduced
187
Closed
92
Calls
$352M
Puts
$85.5M
Net Calls
+$266M
Net Calls Change
+$51.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FTI
426
Fiduciary Trust International
Massachusetts
$2K +$2.31K +36 New
WANY
427
Wealthspire Advisors (New York)
New York
$2K +$2.31K +36 New
CFA
428
Clarfeld Financial Advisors
New York
$2K +$2.75K +43 New
NFG
429
Next Financial Group
Texas
$2K +$2.88K +45 New
BOPW
430
Brandywine Oak Private Wealth
Pennsylvania
$2K +$3.33K +52 New
HR
431
Howe & Rusling
New York
$1K -$11.3K -177 -91%
FHA
432
First Horizon Advisors
Tennessee
$1K -$7.94K -124 -86%
QCG
433
Quadrant Capital Group
Ohio
$1K -$6.28K -98 -73%
GRP
434
Global Retirement Partners
California
$1K -$2.11K -33 -57%
BWM
435
Baystate Wealth Management
Massachusetts
$1K
EFSCE
436
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
MCM
437
MV Capital Management
Maryland
$1K
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$1K
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$1K
BCA
440
Berman Capital Advisors
Georgia
$1K +$1.41K +22 New
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.73K +27 New
AC
442
Avestar Capital
New York
$1K +$2.63K +41 +456%
SWA
443
Sutton Wealth Advisors
Florida
$618
UB
444
UMB Bank
Missouri
$218 +$31.9K +498 +13%
PG
445
Pendal Group
Australia
-$961K -1,000,000 Closed
Renaissance Technologies
446
Renaissance Technologies
New York
-$45.5M -634,800 Closed
CCM
447
Copernicus Capital Management
California
-$12.6M -176,403 Closed
LSV Asset Management
448
LSV Asset Management
Illinois
-$11.1M -154,800 Closed
DAM
449
DLD Asset Management
New York
-$6.16M -85,988 Closed
ECM
450
Element Capital Management
New York
-$5.91M -82,464 Closed

DVA Hedge Fund Activity: Q4 2018 in Review

450 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2018, worth a combined $7.55B — down 28% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of DVA and 55 opened new positions — a net loss of 37 holders — while 187 trimmed existing stakes and 143 added.

The largest buyer was BlackRock, adding an estimated $210M. The largest seller was OppenheimerFunds, cutting an estimated $203M.

  • 450 institutional investors held DaVita (DVA) as of Q4 2018, down from 490 in Q3 2018.
  • Funds reported $7.55B of DaVita stock for Q4 2018, down 28% quarter-over-quarter.
  • 55 funds opened new DaVita positions in Q4 2018 and 92 closed out, a net change of -37 holders.
  • The largest DaVita buyer in Q4 2018 was BlackRock, an estimated $210M added.
  • The largest DaVita seller in Q4 2018 was OppenheimerFunds, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2018.