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DaVita
DVA

455 hedge funds and large institutions have $11.4B invested in DaVita in 2013 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 149 increasing their positions, 161 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 53

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

10% more funds holding

Funds holding: 414 → 455 (+41)

9% more capital invested

Capital invested by funds: $10.4B → $11.4B (+$973M)

3% more call options, than puts

Call options by funds: $78.3M | Put options by funds: $76M

7% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 161

1.87% less ownership

Funds ownership: 86.33% → 84.45% (-1.9%)

Holders
455
Holders Change
+41
Holders Change %
+9.9%
% of All Funds
13.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
96
Increased
149
Reduced
161
Closed
53
Calls
$78.3M
Puts
$76M
Net Calls
+$2.27M
Net Calls Change
+$3.45M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$294M
2
LPC
Lone Pine Capital
Connecticut
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$125M
4
HL
Harding Loevner
New Jersey
+$101M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$92.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$378M
2
JHIU
Janus Henderson Investors US
Colorado
-$231M
3
OH
Orbis Holdings
Bermuda
-$229M
4
MCM
Munder Capital Management
Michigan
-$117M
5
WHG
Westwood Holdings Group
Texas
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
451
Hudock Inc
Pennsylvania
$3K – – –
PSUF
452
People's United Financial
Connecticut
$2K – – –
BFEC
453
Benjamin F. Edwards & Company
Missouri
$2K +$2.05K +35 New
TFO
454
Tarbox Family Office
California
$2K +$2.11K +36 New
HR
455
Howe & Rusling
New York
$1K – – –
UB
456
UMB Bank
Missouri
$263 +$244K +4,150 New
WHG
457
Westwood Holdings Group
Texas
– -$101M -1,766,847 Closed
WEC
458
White Elm Capital
Connecticut
– -$41.9M -736,502 Closed
BAMCO Inc
459
BAMCO Inc
New York
– -$34.1M -600,000 Closed
Bank of Nova Scotia
460
Bank of Nova Scotia
Ontario, Canada
– -$16.4M -288,022 Closed
PC
461
Perry Capital
New York
– -$14.2M -250,000 Closed
BTP
462
Bloom Tree Partners
New York
– -$11.3M -197,730 Closed
SCM
463
Sigma Capital Management
Connecticut
– -$7.11M -125,000 Closed
N
464
Natixis
France
– -$6.26M -110,000 Closed
TI
465
Turner Investments
Pennsylvania
– -$6.05M -106,309 Closed
SCA
466
SAC Capital Advisors
Connecticut
– -$5.76M -101,324 Closed
RC
467
Randolph Company
Ohio
– -$5.46M -96,000 Closed
Capital Fund Management (CFM)
468
Capital Fund Management (CFM)
France
– -$3.98M -70,008 Closed
IGIM
469
I.G. Investment Management
Manitoba, Canada
– -$3.95M -69,400 Closed
VRS
470
Virginia Retirement Systems
Virginia
– -$3.87M -67,938 Closed
IA
471
Icon Advisers
Colorado
– -$3.03M -53,200 Closed
CIM
472
Calvert Investment Management
Maryland
– -$2.55M -44,826 Closed
HW
473
Hancock Whitney
Mississippi
– -$2.23M -39,146 Closed
LG
474
Leuthold Group
Minnesota
– -$1.74M -30,638 Closed
EMG
475
Ellington Management Group
Connecticut
– -$1.69M -29,700 Closed
17 18
19
20 21

DVA Hedge Fund Activity: Q4 2013 in Review

455 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2013, worth a combined $11.4B — up 9.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new DVA positions and 53 closed out — a net gain of 43 holders — while 149 added to existing stakes and 161 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $378M.

  • 455 institutional investors held DaVita (DVA) as of Q4 2013, up from 414 in Q3 2013.
  • Funds reported $11.4B of DaVita stock for Q4 2013, up 9.3% quarter-over-quarter.
  • 96 funds opened new DaVita positions in Q4 2013 and 53 closed out, a net change of +43 holders.
  • The largest DaVita buyer in Q4 2013 was Berkshire Hathaway, an estimated $294M added.
  • The largest DaVita seller in Q4 2013 was JP Morgan Chase, an estimated $378M sold.

Based on aggregated 13F filings for Q4 2013.