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DaVita
DVA

452 hedge funds and large institutions have $8.8B invested in DaVita in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 113 increasing their positions, 174 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 49

53% more call options, than puts

Call options by funds: $126M | Put options by funds: $82.6M

22% more capital invested

Capital invested by funds: $7.2B → $8.8B (+$1.6B)

12.98% more ownership

Funds ownership: 78.88% → 91.86% (+13%)

9% more funds holding

Funds holding: 415 → 452 (+37)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

35% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 174

Holders
452
Holders Change
+37
Holders Change %
+8.92%
% of All Funds
8.91%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.2%
New
94
Increased
113
Reduced
174
Closed
49
Calls
$126M
Puts
$82.6M
Net Calls
+$43.4M
Net Calls Change
+$85.8M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$41.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$36.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$27.7M
4
CMO
Covenant Multifamily Offices
Texas
+$24.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$23.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$131M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$129M
3
GCM
Glenview Capital Management
New York
-$87.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$74.6M
5
Norges Bank
Norges Bank
Norway
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$45.6M -$738K -11,121 -2%
Deutsche Bank
27
Deutsche Bank
Germany
$43.1M +$20.6M +310,522 +118%
Skandinaviska Enskilda Banken (SEB)
28
Skandinaviska Enskilda Banken (SEB)
Sweden
$41.8M -$4.76M -71,757 -11%
Bank of America
29
Bank of America
North Carolina
$40.2M +$7.34M +110,662 +26%
PPA
30
Parametric Portfolio Associates
Washington
$32.1M +$489K +7,370 +2%
Morgan Stanley
31
Morgan Stanley
New York
$31.4M +$1.33M +19,979 +5%
AQR Capital Management
32
AQR Capital Management
Connecticut
$31.1M +$27.7M +417,883 New
GT
33
Glenmede Trust
Pennsylvania
$30.8M +$12.9M +194,857 +91%
UBS AM
34
UBS AM
Illinois
$30.8M +$233K +3,518 +0.9%
N
35
Nuveen
North Carolina
$30.7M +$7.12M +107,342 +36%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$30.2M -$4.32M -65,189 -14%
JP Morgan Chase
37
JP Morgan Chase
New York
$28M +$167K +2,525 +0.7%
LSV Asset Management
38
LSV Asset Management
Illinois
$27.6M +$6.85M +103,300 +39%
Prudential Financial
39
Prudential Financial
New Jersey
$27.6M +$16M +241,280 +190%
Canada Life
40
Canada Life
Manitoba, Canada
$25.5M +$16.8M +252,888 +280%
Millennium Management
41
Millennium Management
New York
$25.2M -$1.25M -18,868 -5%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$24.8M +$13.6M +204,613 +162%
Swiss National Bank
43
Swiss National Bank
Switzerland
$24.5M -$1.61M -24,200 -7%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$24M -$2.77M -41,775 -12%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$23.3M -$993K -14,974 -5%
Barclays
46
Barclays
United Kingdom
$22.5M +$8.75M +131,871 +78%
Two Sigma Investments
47
Two Sigma Investments
New York
$22.4M +$19.8M +299,008 New
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$21.9M +$19.4M +292,306 New
Ameriprise
49
Ameriprise
Minnesota
$21.2M +$12.5M +187,727 +197%
GAM
50
Gotham Asset Management
New York
$20.9M +$3.28M +49,387 +22%
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DVA Hedge Fund Activity: Q4 2019 in Review

452 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2019, worth a combined $8.8B — up 22% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DVA positions and 49 closed out — a net gain of 45 holders — while 113 added to existing stakes and 174 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $41.5M. The largest seller was BlackRock, cutting an estimated $131M.

  • 452 institutional investors held DaVita (DVA) as of Q4 2019, up from 415 in Q3 2019.
  • Funds reported $8.8B of DaVita stock for Q4 2019, up 22% quarter-over-quarter.
  • 94 funds opened new DaVita positions in Q4 2019 and 49 closed out, a net change of +45 holders.
  • The largest DaVita buyer in Q4 2019 was Royal Bank of Canada, an estimated $41.5M added.
  • The largest DaVita seller in Q4 2019 was BlackRock, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2019.