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503 hedge funds and large institutions have $7.5B invested in DaVita in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 37

7% more funds holding

Funds holding: 470503 (+33)

0.44% more ownership

Funds ownership: 86.34%86.78% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $7.86B → $7.5B (-$362M)

13% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 183

63% less call options, than puts

Call options by funds: $112M | Put options by funds: $300M

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
7.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
73
Increased
159
Reduced
183
Closed
37
Calls
$112M
Puts
$300M
Net Calls
-$188M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
426
Sentry Investment Management
Wisconsin
$28K -$7.34K -72 -19%
PCM
427
Penserra Capital Management
California
$28K -$6.12K -60 -17%
RMC
428
Resources Management Corp
Connecticut
$28K
PB
429
Pinnacle Bancorp
Nebraska
$23.6K +$25.5K +250 New
WTG
430
West Tower Group
Virginia
$21.9K +$11.2K +110 +90%
CFGS
431
Concourse Financial Group Securities
Alabama
$21.9K +$7.55K +74 +47%
CG
432
Cutler Group
California
$21K +$22.2K +218 +1,677%
TPCW
433
TD Private Client Wealth
New York
$20K -$25.5K -250 -54%
BTI
434
Blue Trust Inc
Georgia
$20K +$2.35K +23 +13%
DA
435
Denali Advisors
California
$19.5K -$10.2K -100 -33%
EWP
436
Elevation Wealth Partners
California
$17.7K
EWA
437
EverSource Wealth Advisors
Alabama
$17.7K -$408 -4 -2%
AssetMark Inc
438
AssetMark Inc
California
$16.8K +$102 +1 +0.6%
LS
439
Livforsakringsbolaget Skandia
Sweden
$16K
VCM
440
Versant Capital Management
Arizona
$16K
First Manhattan
441
First Manhattan
New York
$15.4K
PTC
442
Private Trust Company
Ohio
$15.2K +$8.77K +86 +115%
ATC
443
Adirondack Trust Company
New York
$15.1K -$10.2K -100 -38%
IA
444
IFP Advisors
Florida
$15K +$3.98K +39 +33%
DJSG
445
D.J. St. Germain
Massachusetts
$14.2K +$15.3K +150 New
FFA
446
Farther Finance Advisors
California
$13K
Loomis, Sayles & Company
447
Loomis, Sayles & Company
Massachusetts
$13K +$3.26K +32 +31%
SIC
448
Salem Investment Counselors
North Carolina
$11.9K
DGAM
449
Desjardins Global Asset Management
Quebec, Canada
$11.8K -$7.96K -78 -38%
HNB
450
Huntington National Bank
Ohio
$11K -$102 -1 -0.9%