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559 hedge funds and large institutions have $10.5B invested in DaVita in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $225M | Put options by funds: $137M

42% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 544559 (+15)

2% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$203M)

2.06% less ownership

Funds ownership: 88.94%86.88% (-2.1%)

22% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 215

Holders
559
Holders Change
+15
Holders Change %
+2.76%
% of All Funds
8.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
84
Increased
167
Reduced
215
Closed
59
Calls
$225M
Puts
$137M
Net Calls
+$88.1M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
451
Mark Sheptoff Financial Planning
Connecticut
$91K +$35.4K +257 +64%
NA
452
NewEdge Advisors
Louisiana
$87.9K +$9.79K +71 +13%
QC
453
Quent Capital
New York
$83K +$2.48K +18 +3%
OP
454
ORG Partners
Indiana
$82.1K +$81.6K +592 New
QCG
455
Quadrant Capital Group
Ohio
$80.6K +$11.9K +86 +17%
MHR
456
Matthew Hamilton Rosenberg
$77.3K
CTC
457
Central Trust Company
Missouri
$76.9K -$29.9K -217 -28%
HNB
458
Huntington National Bank
Ohio
$76.5K -$40.5K -294 -35%
AIP
459
Ameritas Investment Partners
Nebraska
$75.5K -$10.5K -76 -12%
PHK
460
Point72 Hong Kong
Hong Kong
$68.2K +$67.8K +492 New
LC
461
Lindbrook Capital
California
$64K +$15.8K +115 +33%
S
462
SignatureFD
Georgia
$63.3K -$40.5K -294 -39%
DSC
463
Duncker Streett & Co
Missouri
$62.4K
LSA
464
Leonteq Securities AG
Switzerland
$58.5K -$8.27K -60 -12%
PA
465
Parallel Advisors
California
$58.2K +$7.03K +51 +14%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$56.7K -$413 -3 -0.7%
GRP
467
Global Retirement Partners
California
$54K +$40.7K +295 +311%
HIA
468
Harbor Investment Advisory
Maryland
$49.9K
TWC
469
TD Waterhouse Canada
Ontario, Canada
$48.6K
FF
470
Friedenthal Financial
New Jersey
$48.1K +$47.8K +347 New
VCM
471
Versant Capital Management
Arizona
$45.2K +$21.4K +155 +91%
FFA
472
Farther Finance Advisors
California
$44.1K -$138 -1 -0.3%
PS
473
Principal Securities
Iowa
$43.5K +$138 +1 +0.3%
TFF
474
The Family Firm
Maryland
$43.4K +$43.1K +313 New
RMC
475
Resources Management Corp
Connecticut
$42K