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501 hedge funds and large institutions have $9.01B invested in DaVita in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 168 increasing their positions, 185 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $111M | Put options by funds: $74.4M

34% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 59

4% more funds holding

Funds holding: 483501 (+18)

3% more ownership

Funds ownership: 90.58%93.58% (+3%)

4% more capital invested

Capital invested by funds: $8.65B → $9.01B (+$366M)

9% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 185

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
501
Holders Change
+18
Holders Change %
+3.73%
% of All Funds
10.27%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
79
Increased
168
Reduced
185
Closed
59
Calls
$111M
Puts
$74.4M
Net Calls
+$36.7M
Net Calls Change
-$55.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
451
Smithfield Trust
Pennsylvania
$10K +$10.2K +130 New
OPS
452
Orion Portfolio Solutions
Nebraska
$9K -$2.42K -31 -22%
HIA
453
Harbor Investment Advisory
Maryland
$9K +$1.25K +16 +16%
AWM
454
Apollon Wealth Management
South Carolina
$9K +$9.13K +117 New
CFG
455
Citizens Financial Group
Rhode Island
$8K
SIS
456
Sound Income Strategies
Florida
$8K
WEC
457
Winslow Evans & Crocker
Massachusetts
$8K
CI
458
CX Institutional
Indiana
$8K +$3.9K +50 +96%
VFA
459
Valeo Financial Advisors
Indiana
$7K -$26.8K -343 -78%
EARNEST Partners
460
EARNEST Partners
Georgia
$7K
FHA
461
Flagship Harbor Advisors
Massachusetts
$7K +$7.42K +95 New
WPA
462
West Paces Advisors
Georgia
$6.33K
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$6K
FRA
464
Front Row Advisors
California
$6K
RIM
465
Rockbridge Investment Management
New York
$6K +$6.25K +80 New
GEA
466
Glen Eagle Advisors
New Jersey
$5.86K
CAM
467
ClariVest Asset Management
California
$5K +$2.42K +31 +97%
EWA
468
Evolution Wealth Advisors
Florida
$5K +$5.08K +65 New
ADL
469
Asset Dedication LLC
California
$4K
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$4K
PWMG
471
Prestige Wealth Management Group
New Jersey
$4K
SWM
472
Sugarloaf Wealth Management
Georgia
$4K
SLF
473
Sun Life Financial
Ontario, Canada
$4K
GAM
474
Gemmer Asset Management
California
$4K +$547 +7 +15%
JG
475
Jefferies Group
New York
$3.56K +$1.03M +13,180 +41%