We are live on ! Find out more

524 hedge funds and large institutions have $11.8B invested in DaVita in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 133 increasing their positions, 230 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more call options, than puts

Call options by funds: $276M | Put options by funds: $49.7M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

32% more capital invested

Capital invested by funds: $8.96B → $11.8B (+$2.83B)

7% more funds holding

Funds holding: 488524 (+36)

2.57% more ownership

Funds ownership: 85.93%88.5% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

42% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 230

Holders
524
Holders Change
+36
Holders Change %
+7.38%
% of All Funds
9.27%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
85
Increased
133
Reduced
230
Closed
43
Calls
$276M
Puts
$49.7M
Net Calls
+$226M
Net Calls Change
+$211M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
451
TD Private Client Wealth
New York
$36.2K
LWM
452
Liberty Wealth Management
California
$35K -$8.66K -85 -22%
S
453
SignatureFD
Georgia
$35K -$917 -9 -3%
SBL
454
Sargent Bickham Lagudis
Colorado
$35K +$30.6K +300 New
ICP
455
Interchange Capital Partners
Pennsylvania
$35K +$31K +304 New
APA
456
American Portfolios Advisors
New York
$30.3K +$815 +8 +3%
FCA
457
FinTrust Capital Advisors
South Carolina
$30K
PA
458
Parallel Advisors
California
$29K +$407 +4 +2%
FFG
459
Fortem Financial Group
California
$29K +$25.1K +246 New
HI
460
Human Investing
Oregon
$29K +$25.5K +250 New
TFO
461
Tarbox Family Office
California
$28K -$2.24K -22 -8%
CFFP
462
Center for Financial Planning
Michigan
$27K
First Manhattan
463
First Manhattan
New York
$27K +$20.4K +200 +526%
PWM
464
Perigon Wealth Management
California
$24K +$21K +206 New
AIL
465
AGF Investments LLC
Ontario, Canada
$23K -$14.6K -143 -43%
SFP
466
Sterling Financial Planning
New Jersey
$23K +$20.4K +200 New
Bessemer Group
467
Bessemer Group
New Jersey
$21K
PWPS
468
Pinnacle Wealth Planning Services
Ohio
$21K +$18K +177 New
BCA
469
Berman Capital Advisors
Georgia
$20K -$40.4K -397 -70%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$20K -$815 -8 -5%
CI
471
CX Institutional
Indiana
$19K +$3.97K +39 +33%
FHA
472
First Horizon Advisors
Tennessee
$17K -$5.7K -56 -27%
ST
473
Smithfield Trust
Pennsylvania
$15K
TFGT
474
TS Financial Group (TSFG)
Illinois
$13K
HNB
475
Huntington National Bank
Ohio
$12K -$713 -7 -7%