We are live on ! Find out more
DVA icon

DaVita
DVA

479 hedge funds and large institutions have $11.4B invested in DaVita in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 116 increasing their positions, 205 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 8 → 16 (+8)

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

16% more capital invested

Capital invested by funds: $9.81B → $11.4B (+$1.56B)

8% more funds holding

Funds holding: 443 → 479 (+36)

0.52% less ownership

Funds ownership: 86.41% → 85.9% (-0.52%)

24% less call options, than puts

Call options by funds: $95.8M | Put options by funds: $127M

43% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 205

Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
10.86%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.36%
New
100
Increased
116
Reduced
205
Closed
60
Calls
$95.8M
Puts
$127M
Net Calls
-$31.1M
Net Calls Change
+$25.5M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$139M
2
O
OppenheimerFunds
New York
+$113M
3
Millennium Management
Millennium Management
New York
+$87.9M
4
PHS
PFM Health Sciences
California
+$74.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.2M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$262M
2
Principal Financial Group
Principal Financial Group
Iowa
-$166M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$97.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$68.7M
5
APG Asset Management
APG Asset Management
Netherlands
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
451
Huntington National Bank
Ohio
$3K -$13.5K -220 -85%
SIAS
452
Shine Investment Advisory Services
Colorado
$3K +$2.46K +40 New
ADL
453
Asset Dedication LLC
California
$3K +$2.95K +48 New
CHP
454
Cable Hill Partners
Oregon
$2K -$3.51K -57 -73%
ASN
455
Advisory Services Network
Georgia
$2K -$123 -2 -6%
HR
456
Howe & Rusling
New York
$2K -$62 -1 -4%
AIS
457
Accurate Investment Solutions
Pennsylvania
$2K – – –
BWM
458
Baystate Wealth Management
Massachusetts
$2K – – –
EFSCE
459
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
WAP
460
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
YWP
461
YorkBridge Wealth Partners
New York
$2K – – –
GRP
462
Global Retirement Partners
California
$2K +$1.54K +25 New
SWP
463
Stratos Wealth Partners
Ohio
$2K +$2.09K +34 New
PW
464
Price Wealth
Texas
$2K +$2.34K +38 New
CFD
465
Creative Financial Designs
Indiana
$1K -$36.9K -600 -98%
TG
466
TLP Group
Illinois
$1K -$3.88K -63 -83%
VNA
467
Valley National Advisers
Pennsylvania
$1K – – –
GFP
468
Gryphon Financial Partners
Ohio
$1K +$677 +11 New
MCM
469
Mainstay Capital Management
Michigan
$1K +$800 +13 New
SWMG
470
Signature Wealth Management Group
Georgia
$1K +$800 +13 New
TRCT
471
Tower Research Capital (TRC)
New York
$1K +$1.05K +17 New
CCM
472
Cribstone Capital Management
Maine
$1K +$1.11K +18 New
AC
473
Avestar Capital
New York
$1K +$1.85K +30 New
SWA
474
Sutton Wealth Advisors
Florida
$867 – – –
Walleye Trading
475
Walleye Trading
New York
$421 +$359K +5,829 New
17 18
19
20 21

DVA Hedge Fund Activity: Q4 2017 in Review

479 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2017, worth a combined $11.4B — up 16% from $9.81B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DVA positions and 60 closed out — a net gain of 40 holders — while 116 added to existing stakes and 205 trimmed.

The largest buyer was Norges Bank, adding an estimated $139M. The largest seller was Boston Partners, cutting an estimated $262M.

  • 479 institutional investors held DaVita (DVA) as of Q4 2017, up from 443 in Q3 2017.
  • Funds reported $11.4B of DaVita stock for Q4 2017, up 16% quarter-over-quarter.
  • 100 funds opened new DaVita positions in Q4 2017 and 60 closed out, a net change of +40 holders.
  • The largest DaVita buyer in Q4 2017 was Norges Bank, an estimated $139M added.
  • The largest DaVita seller in Q4 2017 was Boston Partners, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2017.