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483 hedge funds and large institutions have $8.65B invested in DaVita in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $131M | Put options by funds: $38.8M

60% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 58

7% more funds holding

Funds holding: 452483 (+31)

2% less capital invested

Capital invested by funds: $8.8B → $8.65B (-$154M)

1.27% less ownership

Funds ownership: 91.86%90.58% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

30% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 193

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
10.64%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
93
Increased
135
Reduced
193
Closed
58
Calls
$131M
Puts
$38.8M
Net Calls
+$91.9M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$46.8M +$6.28M +79,908 +15%
TIM
27
Thornburg Investment Management
New Mexico
$45.8M -$30.3M -384,913 -39%
LSV Asset Management
28
LSV Asset Management
Illinois
$45.5M +$18M +229,391 +62%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$45.4M +$15.3M +194,180 +48%
N
30
Nuveen
North Carolina
$41.3M +$10.5M +134,019 +33%
Morgan Stanley
31
Morgan Stanley
New York
$40.6M +$9M +114,536 +27%
PPA
32
Parametric Portfolio Associates
Washington
$37.1M +$4.7M +59,799 +14%
AQR Capital Management
33
AQR Capital Management
Connecticut
$36.6M +$4.93M +62,741 +15%
UBS AM
34
UBS AM
Illinois
$36.1M +$5.07M +64,472 +16%
Ensign Peak Advisors
35
Ensign Peak Advisors
Utah
$34.3M +$12.4M +158,250 +54%
Skandinaviska Enskilda Banken (SEB)
36
Skandinaviska Enskilda Banken (SEB)
Sweden
$34.1M -$8.58M -109,169 -20%
WCM
37
Wedge Capital Management
North Carolina
$33.3M -$13.4M -170,128 -28%
BNP Paribas Asset Management
38
BNP Paribas Asset Management
France
$32.7M +$20.2M +256,896 +148%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$31.4M +$6.34M +80,636 +24%
GT
40
Glenmede Trust
Pennsylvania
$30.8M
Wells Fargo
41
Wells Fargo
California
$27.1M +$13.3M +169,473 +91%
Swiss National Bank
42
Swiss National Bank
Switzerland
$26.8M +$1.99M +25,300 +8%
Prudential Financial
43
Prudential Financial
New Jersey
$26.3M -$1.75M -22,251 -6%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$24.1M +$512K +6,508 +2%
AL
45
AJO LP
Pennsylvania
$23.7M +$15.3M +194,259 +165%
First Trust Advisors
46
First Trust Advisors
Illinois
$23.2M +$3.07M +39,100 +15%
Lazard Asset Management
47
Lazard Asset Management
New York
$22.3M +$23.1M +293,709 +425,665%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$22.1M +$19.6M +249,547 +612%
PAMU
49
Pictet Asset Management (UK)
United Kingdom
$20.5M +$17.5M +222,817 +477%
APG Asset Management
50
APG Asset Management
Netherlands
$20.4M +$10.5M +134,200 +100%

DVA Hedge Fund Activity: Q1 2020 in Review

483 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2020, worth a combined $8.65B — down 1.7% from $8.8B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DVA positions and 58 closed out — a net gain of 35 holders — while 135 added to existing stakes and 193 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $94M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $144M sold.

  • 483 institutional investors held DaVita (DVA) as of Q1 2020, up from 452 in Q4 2019.
  • Funds reported $8.65B of DaVita stock for Q1 2020, down 1.7% quarter-over-quarter.
  • 93 funds opened new DaVita positions in Q1 2020 and 58 closed out, a net change of +35 holders.
  • The largest DaVita buyer in Q1 2020 was Robeco Institutional Asset Management, an estimated $94M added.
  • The largest DaVita seller in Q1 2020 was Glenview Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2020.