588 hedge funds and large institutions have $11B invested in DaVita in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 169 increasing their positions, 243 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
7.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
83
Increased
169
Reduced
243
Closed
78
Calls
$149M
Puts
$555M
Net Calls
-$406M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
426
Clearstead Advisors
Ohio
$230K
BPAMU
427
BTG Pactual Asset Management US
New York
$225K +$225K +1,505 New
PAA
428
Peregrine Asset Advisers
Oregon
$224K
DWM
429
Dopkins Wealth Management
New York
$224K
BPA
430
Beacon Pointe Advisors
California
$224K +$224K +1,496 New
WIA
431
World Investment Advisors
California
$222K +$222K +1,484 New
PIA
432
Panoramic Investment Advisors
Colorado
$220K
OF
433
Optimize Financial
California
$220K +$220K +1,469 New
MC
434
Maverick Capital
Texas
$219K -$1.71M -11,424 -89%
FCG
435
Fielder Capital Group
Tennessee
$219K +$6.13K +41 +3%
LSAG
436
Lake Street Advisors Group
New Hampshire
$217K +$1.8K +12 +0.8%
CI
437
CX Institutional
Indiana
$216K -$4.19K -28 -2%
SA
438
Strategic Advocates
Utah
$215K -$80.6K -539 -27%
NMIMC
439
Northwestern Mutual Investment Management Company
Wisconsin
$214K -$4.64K -31 -2%
SA
440
Sanctuary Advisors
Indiana
$212K +$212K +1,202 New
SRC
441
Sage Rhino Capital
California
$212K -$598 -4 -0.3%
HIS
442
Harvest Investment Services
Illinois
$212K -$598 -4 -0.3%
AssetMark Inc
443
AssetMark Inc
California
$211K +$187K +1,248 +756%
BC
444
Burney Company
Virginia
$208K -$40.1K -268 -16%
CAM
445
Claret Asset Management
Quebec, Canada
$208K +$1.35K +9 +0.7%
NSIM
446
North Star Investment Management
Illinois
$208K
SAM
447
Secure Asset Management
Michigan
$208K +$208K +1,389 New
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$207K -$10.2K -68 -5%
AC
449
Allstate Corporation
Illinois
$203K +$203K +1,355 New
FFM
450
Forum Financial Management
Illinois
$202K +$150 +1 +0.1%