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439 hedge funds and large institutions have $6.32B invested in DaVita in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 161 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $88.6M | Put options by funds: $43.3M

10% more capital invested

Capital invested by funds: $5.75B → $6.32B (+$575M)

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 86.63%86.2% (-0.43%)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 161

1% less funds holding

Funds holding: 445439 (-6)

Holders
439
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
155
Reduced
161
Closed
43
Calls
$88.6M
Puts
$43.3M
Net Calls
+$45.3M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
26
Glenview Capital Management
New York
$22.4M +$22.1M +276,175 New
TRSOTSOK
27
Teachers Retirement System of the State of Kentucky
Kentucky
$21.6M +$20.8M +260,100 +4,416%
TAM
28
Todd Asset Management
Kentucky
$21.2M +$20.9M +261,402 New
Deutsche Bank
29
Deutsche Bank
Germany
$18.1M -$1.68M -20,945 -9%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$17.9M -$9.4M -117,289 -35%
Swiss National Bank
31
Swiss National Bank
Switzerland
$17.4M -$689K -8,600 -4%
Bank of America
32
Bank of America
North Carolina
$17.3M +$6.07M +75,782 +55%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$17.3M +$12.1M +150,502 +241%
N
34
Nuveen
North Carolina
$17.2M -$4.37M -54,596 -20%
T
35
TOBAM
France
$16.2M -$399K -4,975 -2%
A
36
AustralianSuper
Australia
$14.6M +$5.75M +71,745 +66%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$14M -$5.96M -74,375 -30%
VRS
38
Virginia Retirement Systems
Virginia
$13.6M +$13.4M +167,807 New
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$13.4M +$2.28M +28,397 +21%
JP Morgan Chase
40
JP Morgan Chase
New York
$13.3M +$3.75M +46,755 +40%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$12.9M +$2.03M +25,338 +19%
SAM
42
Storebrand Asset Management
Norway
$12.9M -$221K -2,752 -2%
Millennium Management
43
Millennium Management
New York
$12.7M +$12.1M +151,154 +2,893%
RPI
44
Railway Pension Investments
United Kingdom
$12.3M
STCG
45
Speece Thorson Capital Group
Minnesota
$12.2M -$90.5K -1,129 -0.7%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$11.7M +$123K +1,538 +1%
IIM
47
INTECH Investment Management
Florida
$11.6M -$3.72M -46,390 -25%
Marshall Wace
48
Marshall Wace
United Kingdom
$11.5M -$764K -9,534 -6%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$10.9M +$422K +5,269 +4%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$10.3M +$3.72M +46,488 +57%

DVA Hedge Fund Activity: Q1 2023 in Review

439 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2023, worth a combined $6.32B — up 10% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DVA positions and 43 closed out — a net gain of 2 holders — while 155 added to existing stakes and 161 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $72.2M. The largest seller was Ameriprise, cutting an estimated $38.3M.

  • 439 institutional investors held DaVita (DVA) as of Q1 2023, down from 445 in Q4 2022.
  • Funds reported $6.32B of DaVita stock for Q1 2023, up 10% quarter-over-quarter.
  • 45 funds opened new DaVita positions in Q1 2023 and 43 closed out, a net change of +2 holders.
  • The largest DaVita buyer in Q1 2023 was Jacobs Levy Equity Management, an estimated $72.2M added.
  • The largest DaVita seller in Q1 2023 was Ameriprise, an estimated $38.3M sold.

Based on aggregated 13F filings for Q1 2023.