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DaVita
DVA

445 hedge funds and large institutions have $5.75B invested in DaVita in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $118M | Put options by funds: $45.5M

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

1% more funds holding

Funds holding: 442 → 445 (+3)

0.8% less ownership

Funds ownership: 87.42% → 86.63% (-0.8%)

13% less capital invested

Capital invested by funds: $6.59B → $5.75B (-$844M)

15% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 171

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
445
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
145
Reduced
171
Closed
52
Calls
$118M
Puts
$45.5M
Net Calls
+$72.4M
Net Calls Change
+$79M

Top Buyers

1
Invesco
Invesco
Georgia
+$41.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$39.3M
3
Amundi
Amundi
France
+$35.5M
4
Morgan Stanley
Morgan Stanley
New York
+$26.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$23.7M

Top Sellers

1
GT
Glenmede Trust
Pennsylvania
-$40.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$40.2M
3
GCM
Gates Capital Management
New York
-$32.1M
4
TAM
Todd Asset Management
Kentucky
-$31.2M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$24.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$20.9M +$331K +4,262 +2%
N
27
Nuveen
North Carolina
$19.9M +$66.2K +853 +0.3%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$18.4M -$3.82M -49,158 -17%
Deutsche Bank
29
Deutsche Bank
Germany
$18.3M +$2.6M +33,490 +16%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$18M +$18.2M +234,890 +3,459%
Swiss National Bank
31
Swiss National Bank
Switzerland
$16.6M -$1.84M -23,635 -10%
T
32
TOBAM
France
$15.3M -$211K -2,722 -1%
IIM
33
INTECH Investment Management
Florida
$14.1M -$3.09M -39,780 -17%
WP
34
Woodline Partners
California
$14M +$5.28M +67,938 +57%
AQR Capital Management
35
AQR Capital Management
Connecticut
$12.6M +$11.7M +150,201 +822%
SAM
36
Storebrand Asset Management
Norway
$12M -$97.5K -1,255 -0.8%
STCG
37
Speece Thorson Capital Group
Minnesota
$11.4M – – –
Marshall Wace
38
Marshall Wace
United Kingdom
$11.3M +$2.96M +38,141 +34%
RPI
39
Railway Pension Investments
United Kingdom
$11.3M – – –
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$11.2M -$17M -218,884 -59%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$11.2M +$440K +5,665 +4%
First Trust Advisors
42
First Trust Advisors
Illinois
$10.9M +$9.29M +119,579 +444%
BNP Paribas Asset Management
43
BNP Paribas Asset Management
France
$10.7M +$3.14M +40,421 +39%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$10.6M +$1.2M +15,389 +12%
Bank of America
45
Bank of America
North Carolina
$10.3M -$3.94M -50,675 -27%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$10.2M -$2.56M -32,929 -19%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$10M +$683K +8,799 +7%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$9.84M -$387K -4,988 -4%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$9.69M +$717K +9,231 +8%
Axa
50
Axa
France
$9.63M +$10M +128,928 New
1
2
3 4 5

DVA Hedge Fund Activity: Q4 2022 in Review

445 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2022, worth a combined $5.75B — down 13% from $6.59B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new DVA positions and 52 closed out — a net gain of 11 holders — while 145 added to existing stakes and 171 trimmed.

The largest buyer was Invesco, adding an estimated $41.6M. The largest seller was Glenmede Trust, cutting an estimated $40.6M.

  • 445 institutional investors held DaVita (DVA) as of Q4 2022, up from 442 in Q3 2022.
  • Funds reported $5.75B of DaVita stock for Q4 2022, down 13% quarter-over-quarter.
  • 63 funds opened new DaVita positions in Q4 2022 and 52 closed out, a net change of +11 holders.
  • The largest DaVita buyer in Q4 2022 was Invesco, an estimated $41.6M added.
  • The largest DaVita seller in Q4 2022 was Glenmede Trust, an estimated $40.6M sold.

Based on aggregated 13F filings for Q4 2022.