We are live on ! Find out more
DVA icon

DaVita
DVA

479 hedge funds and large institutions have $11.4B invested in DaVita in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 116 increasing their positions, 205 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 8 → 16 (+8)

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

16% more capital invested

Capital invested by funds: $9.81B → $11.4B (+$1.56B)

8% more funds holding

Funds holding: 443 → 479 (+36)

0.52% less ownership

Funds ownership: 86.41% → 85.9% (-0.52%)

24% less call options, than puts

Call options by funds: $95.8M | Put options by funds: $127M

43% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 205

Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
10.86%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.36%
New
100
Increased
116
Reduced
205
Closed
60
Calls
$95.8M
Puts
$127M
Net Calls
-$31.1M
Net Calls Change
+$25.5M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$139M
2
O
OppenheimerFunds
New York
+$113M
3
Millennium Management
Millennium Management
New York
+$87.9M
4
PHS
PFM Health Sciences
California
+$74.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.2M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$262M
2
Principal Financial Group
Principal Financial Group
Iowa
-$166M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$97.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$68.7M
5
APG Asset Management
APG Asset Management
Netherlands
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
476
Kovitz Investment Group Partners
Illinois
$221 +$188K +3,056 New
NC
477
Nicholas Company
Wisconsin
– -$41.6M -700,954 Closed
Point72 Asset Management
478
Point72 Asset Management
Connecticut
– -$34.9M -588,300 Closed
BCM
479
Becker Capital Management
Oregon
– -$33.1M -556,905 Closed
BA
480
Bridgewater Associates
Connecticut
– -$21.1M -354,456 Closed
HHC
481
Hutchin Hill Capital
New York
– -$18.9M -318,903 Closed
Los Angeles Capital Management
482
Los Angeles Capital Management
California
– -$12.2M -206,114 Closed
OAM
483
Oxford Asset Management
United Kingdom
– -$8.87M -149,166 Closed
Squarepoint
484
Squarepoint
New York
– -$6.2M -104,314 Closed
Fuller & Thaler Asset Management
485
Fuller & Thaler Asset Management
California
– -$5.52M -92,960 Closed
Credit Agricole
486
Credit Agricole
France
– -$5.42M -91,331 Closed
OAC
487
OMERS Administration Corp
Ontario, Canada
– -$3.91M -65,900 Closed
Wellington Management Group
488
Wellington Management Group
Massachusetts
– -$3.78M -63,722 Closed
AIM
489
Artemis Investment Management
United Kingdom
– -$3.66M -61,591 Closed
PG
490
Pendal Group
Australia
– -$2.82M -47,369 Closed
NFA
491
Nationwide Fund Advisors
Ohio
– -$2.57M -43,254 Closed
Arrowstreet Capital
492
Arrowstreet Capital
Massachusetts
– -$2.44M -41,143 Closed
TCM
493
Twin Capital Management
Pennsylvania
– -$2.4M -40,394 Closed
CIP
494
Convergence Investment Partners
Florida
– -$1.91M -32,201 Closed
SLAM
495
Swiss Life Asset Management
– -$1.82M -30,657 Closed
CS
496
Candriam SCA
Luxembourg
– -$1.66M -28,000 Closed
ZIG
497
Zurich Insurance Group
Switzerland
– -$1.43M -24,007 Closed
Group One Trading
498
Group One Trading
Illinois
– -$1.4M -22,718 Closed
LCM
499
Landscape Capital Management
New Jersey
– -$1.12M -18,849 Closed
DRS
500
Deane Retirement Strategies
Louisiana
– -$1.09M -18,306 Closed
18 19
20
21 22

DVA Hedge Fund Activity: Q4 2017 in Review

479 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2017, worth a combined $11.4B — up 16% from $9.81B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DVA positions and 60 closed out — a net gain of 40 holders — while 116 added to existing stakes and 205 trimmed.

The largest buyer was Norges Bank, adding an estimated $139M. The largest seller was Boston Partners, cutting an estimated $262M.

  • 479 institutional investors held DaVita (DVA) as of Q4 2017, up from 443 in Q3 2017.
  • Funds reported $11.4B of DaVita stock for Q4 2017, up 16% quarter-over-quarter.
  • 100 funds opened new DaVita positions in Q4 2017 and 60 closed out, a net change of +40 holders.
  • The largest DaVita buyer in Q4 2017 was Norges Bank, an estimated $139M added.
  • The largest DaVita seller in Q4 2017 was Boston Partners, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2017.