We are live on ! Find out more

479 hedge funds and large institutions have $10.5B invested in DaVita in 2018 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 198 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $352M | Put options by funds: $153M

2% more capital invested

Capital invested by funds: $10.3B → $10.5B (+$175M)

0.01% more ownership

Funds ownership: 86.11%86.13% (+0.01%)

4% less funds holding

Funds holding: 497479 (-18)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

20% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 64

25% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 198

Holders
479
Holders Change
-18
Holders Change %
-3.62%
% of All Funds
10.97%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
51
Increased
149
Reduced
198
Closed
64
Calls
$352M
Puts
$153M
Net Calls
+$200M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
451
Zions Bancorporation
Utah
$4K +$3.88K +58 New
HR
452
Howe & Rusling
New York
$3K -$24K -359 -91%
ADL
453
Asset Dedication LLC
California
$3K
TC
454
Trilogy Capital
California
$3K
PW
455
Price Wealth
Texas
$3K +$1.27K +19 +100%
CAW
456
Cornerstone Advisors (Washington)
Washington
$3K +$2.47K +37 New
AC
457
Avestar Capital
New York
$2K -$1K -15 -26%
AIS
458
Accurate Investment Solutions
Pennsylvania
$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
NIM
462
NuWave Investment Management
New Jersey
$1K -$175K -2,619 -100%
OSAM
463
O'Shaughnessy Asset Management
Connecticut
$1K -$171K -2,552 -100%
GWS
464
Glassman Wealth Services
Virginia
$1K -$200 -3 -23%
BWM
465
Baystate Wealth Management
Massachusetts
$1K
CHP
466
Cable Hill Partners
Oregon
$1K
CFD
467
Creative Financial Designs
Indiana
$1K
AF
468
Allworth Financial
California
$1K +$535 +8 New
RA
469
Rational Advisors
New York
$1K +$802 +12 New
IAS
470
IMA Advisory Services
Colorado
$1K +$869 +13 New
AF
471
Advisornet Financial
Minnesota
$1K +$1.27K +19 New
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$1K +$1.27K +19 New
Rockefeller Capital Management
473
Rockefeller Capital Management
New York
$1K +$1.34K +20 New
SWA
474
Sutton Wealth Advisors
Florida
$833
AIL
475
AGF Investments LLC
Ontario, Canada
$6