We are live on ! Find out more
DVA icon

DaVita
DVA

473 hedge funds and large institutions have $13B invested in DaVita in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 199 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

8% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $51.7M

0% more funds holding

Funds holding: 471 → 473 (+2)

0% more capital invested

Capital invested by funds: $13B → $13B (+$50.8M)

0.49% less ownership

Funds ownership: 83.46% → 82.97% (-0.49%)

21% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 199

Holders
473
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
13.73%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
39
Increased
158
Reduced
199
Closed
31
Calls
$55.8M
Puts
$51.7M
Net Calls
+$4.1M
Net Calls Change
-$60.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
2
MNA
Manning & Napier Advisors
New York
+$44M
3
TFP
Triple Frond Partners
California
+$40.3M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$36M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$30.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$114M
2
PCM
Pennant Capital Management
New Jersey
-$66.8M
3
ACM
Atlanta Capital Management
Georgia
-$57.9M
4
EIP
Epoch Investment Partners
New York
-$48.2M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$43.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
476
Curian Capital
Colorado
– -$6.68M -92,379 Closed
MP
477
Manifold Partners
California
– -$3.42M -47,219 Closed
JIM
478
Jupiter Investment Management
United Kingdom
– -$2.5M -34,600 Closed
PP
479
PDT Partners
New York
– -$1.94M -26,879 Closed
CIBC World Market
480
CIBC World Market
Ontario, Canada
– -$1.72M -23,835 Closed
Calamos Advisors
481
Calamos Advisors
Illinois
– -$1.45M -20,000 Closed
NBC
482
Neuberger Berman Canada
Ontario, Canada
– -$709K -9,800 Closed
QI
483
Quotient Investors
New York
– -$652K -9,009 Closed
AA
484
ALPS Advisors
Colorado
– -$619K -8,566 Closed
SCM
485
Shelton Capital Management
Colorado
– -$588K -8,124 Closed
Natixis Advisors
486
Natixis Advisors
Massachusetts
– -$579K -8,002 Closed
FCH
487
Freestone Capital Holdings
Washington
– -$478K -6,604 Closed
CC
488
Cipher Capital
New York
– -$411K -5,688 Closed
Marshall Wace
489
Marshall Wace
United Kingdom
– -$362K -5,000 Closed
T
490
TradeWorx
New Jersey
– -$273K -3,770 Closed
HVIA
491
Hudson Valley Investment Advisors
New York
– -$228K -3,150 Closed
Two Sigma Advisers
492
Two Sigma Advisers
New York
– -$215K -2,972 Closed
RA
493
Royce & Associates
New York
– -$152K -2,100 Closed
IC
494
IKOS CIF
Cyprus
– -$111K -1,537 Closed
BRWA
495
B. Riley Wealth Advisors
Florida
– -$103K -1,430 Closed
FHA
496
First Horizon Advisors
Tennessee
– -$80K -1,100 Closed
CFA
497
Camarda Financial Advisors
Florida
– -$75K -1,032 Closed
Teacher Retirement System of Texas
498
Teacher Retirement System of Texas
Texas
– -$51K -699 Closed
PAS
499
Partnervest Advisory Services
California
– -$29K -400 Closed
NIM
500
NuWave Investment Management
New Jersey
– -$19K -260 -98%
17 18 19
20
21

DVA Hedge Fund Activity: Q3 2014 in Review

473 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q3 2014, worth a combined $13B — up 0.39% from $13B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DVA positions and 31 closed out — a net gain of 8 holders — while 158 added to existing stakes and 199 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Norges Bank, cutting an estimated $114M.

  • 473 institutional investors held DaVita (DVA) as of Q3 2014, up from 471 in Q2 2014.
  • Funds reported $13B of DaVita stock for Q3 2014, up 0.39% quarter-over-quarter.
  • 39 funds opened new DaVita positions in Q3 2014 and 31 closed out, a net change of +8 holders.
  • The largest DaVita buyer in Q3 2014 was T. Rowe Price Associates, an estimated $194M added.
  • The largest DaVita seller in Q3 2014 was Norges Bank, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2014.