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483 hedge funds and large institutions have $8.65B invested in DaVita in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $131M | Put options by funds: $38.8M

60% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 58

7% more funds holding

Funds holding: 452483 (+31)

2% less capital invested

Capital invested by funds: $8.8B → $8.65B (-$154M)

1.27% less ownership

Funds ownership: 91.86%90.58% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

30% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 193

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
10.64%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
93
Increased
135
Reduced
193
Closed
58
Calls
$131M
Puts
$38.8M
Net Calls
+$91.9M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
426
FinTrust Capital Advisors
South Carolina
$16K
PA
427
Parallel Advisors
California
$16K +$2.83K +36 +20%
FHA
428
First Horizon Advisors
Tennessee
$15K -$629 -8 -4%
MCM
429
McMillion Capital Management
North Carolina
$12K +$12.8K +163 New
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$11K -$865 -11 -7%
BCA
431
Berman Capital Advisors
Georgia
$11K +$629 +8 +5%
OPS
432
Orion Portfolio Solutions
Nebraska
$11K +$708 +9 +7%
EWM
433
EPG Wealth Management
Georgia
$11K +$8.18K +104 +236%
WEC
434
Winslow Evans & Crocker
Massachusetts
$10K
FGAM
435
Financial Gravity Asset Management
Texas
$9.82K +$10.1K +129 New
PFBT
436
Parkside Financial Bank & Trust
Missouri
$9K
OFG
437
OmniStar Financial Group
North Carolina
$9K +$9.12K +116 New
HIA
438
Harbor Investment Advisory
Maryland
$8K
SIS
439
Sound Income Strategies
Florida
$8K +$7.86K +100 New
SC
440
Solstein Capital
California
$8K +$8.65K +110 New
CFG
441
Citizens Financial Group
Rhode Island
$7K
DWM
442
Darwin Wealth Management
Florida
$7K +$7.86K +100 New
WPA
443
West Paces Advisors
Georgia
$6.08K
EARNEST Partners
444
EARNEST Partners
Georgia
$6K
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$6K +$79 +1 +1%
FRA
446
Front Row Advisors
California
$6K +$1.1K +14 +23%
GEA
447
Glen Eagle Advisors
New Jersey
$5.63K
CBT
448
Capital Bank & Trust
California
$5K
ADL
449
Asset Dedication LLC
California
$4K
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$4K

DVA Hedge Fund Activity: Q1 2020 in Review

483 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2020, worth a combined $8.65B — down 1.7% from $8.8B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DVA positions and 58 closed out — a net gain of 35 holders — while 135 added to existing stakes and 193 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $94M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $144M sold.

  • 483 institutional investors held DaVita (DVA) as of Q1 2020, up from 452 in Q4 2019.
  • Funds reported $8.65B of DaVita stock for Q1 2020, down 1.7% quarter-over-quarter.
  • 93 funds opened new DaVita positions in Q1 2020 and 58 closed out, a net change of +35 holders.
  • The largest DaVita buyer in Q1 2020 was Robeco Institutional Asset Management, an estimated $94M added.
  • The largest DaVita seller in Q1 2020 was Glenview Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2020.