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510 hedge funds and large institutions have $9.26B invested in DaVita in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 213 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 36

4% more funds holding

Funds holding: 492510 (+18)

2.14% more ownership

Funds ownership: 82.9%85.04% (+2.1%)

3% less capital invested

Capital invested by funds: $9.59B → $9.26B (-$328M)

18% less call options, than puts

Call options by funds: $91.3M | Put options by funds: $111M

33% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 213

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
510
Holders Change
+18
Holders Change %
+3.66%
% of All Funds
8.04%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
60
Increased
143
Reduced
213
Closed
36
Calls
$91.3M
Puts
$111M
Net Calls
-$19.4M
Net Calls Change
-$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
451
Hexagon Capital Partners
Arkansas
$12K +$2.58K +23 +28%
EWA
452
EverSource Wealth Advisors
Alabama
$12K +$4.71K +42 +71%
TWM
453
Tradition Wealth Management
Minnesota
$11K -$1.24K -11 -10%
AF
454
Allworth Financial
California
$11K +$561 +5 +6%
TIM
455
Tortoise Investment Management
New York
$11K +$11.2K +100 New
O
456
Ossiam
France
$10K -$2.07M -18,470 -100%
Loomis, Sayles & Company
457
Loomis, Sayles & Company
Massachusetts
$10K +$2.13K +19 +26%
RIM
458
Rockbridge Investment Management
New York
$9.13K
LC
459
Lindbrook Capital
California
$9K +$225 +2 +3%
DC
460
DeDora Capital
California
$9K +$9.32K +83 New
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$8K
EI
462
Ellevest Inc
New York
$8K +$3.93K +35 +97%
JWA
463
JFS Wealth Advisors
Pennsylvania
$8K +$5.16K +46 +177%
FRA
464
Front Row Advisors
California
$7K
HBW
465
Hazlett, Burt & Watson
West Virginia
$7K +$7.07K +63 New
GRP
466
Global Retirement Partners
California
$7K +$8.87K +79 New
FAG
467
Fortitude Advisory Group
Washington
$6K
GAM
468
Gemmer Asset Management
California
$6K
SWM
469
Sugarloaf Wealth Management
Georgia
$6K
HNB
470
Huntington National Bank
Ohio
$6K +$5.5K +49 New
TWC
471
TD Waterhouse Canada
Ontario, Canada
$5.82K
PWMG
472
Prestige Wealth Management Group
New Jersey
$5K
ZB
473
Zions Bancorporation
Utah
$5K
CI
474
Cordant Inc
Oregon
$5K +$4.6K +41 New
KFS
475
Kelly Financial Services
Massachusetts
$4.52K