DaVita
510 hedge funds and large institutions have $10.4B invested in DaVita in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 145 increasing their positions, 218 reducing their positions, and 43 closing their positions.
5% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 43
1% less funds holding
Funds holding: 514 → 510 (-4)
1.33% less ownership
Funds ownership: 86.83% → 85.5% (-1.3%)
6% less capital invested
Capital invested by funds: $11.1B → $10.4B (-$671M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
33% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 218
41% less call options, than puts
Call options by funds: $61.1M | Put options by funds: $104M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
+$51.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.4M |
| 3 |
Renaissance Technologies
New York
|
+$37.3M |
| 4 |
Nomura Asset Management
Tokyo,
Japan
|
+$30.6M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$112M |
| 2 |
HMC
Harvard Management Company
Boston,
Massachusetts
|
-$49.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$47M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$34.9M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$28.6M |
DVA Hedge Fund Activity: Q3 2021 in Review
510 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q3 2021, worth a combined $10.4B — down 6% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DVA positions and 43 closed out — a net gain of 2 holders — while 145 added to existing stakes and 218 trimmed.
The largest buyer was Marshall Wace North America, opening a new position worth an estimated $51.2M. The largest seller was Citadel Advisors, cutting an estimated $112M.
- 510 institutional investors held DaVita (DVA) as of Q3 2021, down from 514 in Q2 2021.
- Funds reported $10.4B of DaVita stock for Q3 2021, down 6% quarter-over-quarter.
- 45 funds opened new DaVita positions in Q3 2021 and 43 closed out, a net change of +2 holders.
- The largest DaVita buyer in Q3 2021 was Marshall Wace North America, an estimated $51.2M added.
- The largest DaVita seller in Q3 2021 was Citadel Advisors, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2021.