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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
GIA
426
Gateway Investment Advisers
Ohio
$214K -$4.96K -36 -2%
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$214K -$15.3K -111 -7%
Acadian Asset Management
428
Acadian Asset Management
Massachusetts
$212K +$213K +1,543 New
MWM
429
Moran Wealth Management
Florida
$211K +$210K +1,521 New
CA
430
Clearstead Advisors
Ohio
$208K
DWM
431
Dopkins Wealth Management
New York
$208K
PAA
432
Peregrine Asset Advisers
Oregon
$208K
PAS
433
Point72 Asia (Singapore)
Singapore
$208K +$77.6K +563 +60%
CI
434
CX Institutional
Indiana
$205K +$204K +1,480 New
AA
435
AlphaCentric Advisors
Puerto Rico
$201K +$85.9K +623 +75%
CFD
436
Creative Financial Designs
Indiana
$193K -$19.2K -139 -9%
NSIM
437
North Star Investment Management
Illinois
$193K
ECM
438
Estabrook Capital Management
New York
$184K
CP
439
Camelot Portfolios
Ohio
$180K +$179K +1,300 New
TSMHT
440
Thurston Springer Miller Herd & Titak
Indiana
$177K +$176K +1,280 New
BFEC
441
Benjamin F. Edwards & Company
Missouri
$175K
VI
442
Vestcor Inc
New Brunswick, Canada
$175K
TC
443
Tacita Capital
Ontario, Canada
$173K
CFM
444
Catalyst Funds Management
Australia
$166K +$152K +1,100 +1,100%
HI
445
Horizon Investments
North Carolina
$157K -$5.51K -40 -3%
GI
446
GAMMA Investing
California
$149K +$57.6K +418 +64%
MG
447
Mather Group
Illinois
$137K +$18.3K +133 +16%
IA
448
IFP Advisors
Florida
$125K +$98.3K +713 +381%
FCA
449
FinTrust Capital Advisors
South Carolina
$116K
C
450
Covestor
United Kingdom
$94K -$6.48K -47 -7%