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DaVita
DVA

452 hedge funds and large institutions have $8.8B invested in DaVita in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 113 increasing their positions, 174 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 49

53% more call options, than puts

Call options by funds: $126M | Put options by funds: $82.6M

22% more capital invested

Capital invested by funds: $7.2B → $8.8B (+$1.6B)

12.98% more ownership

Funds ownership: 78.88% → 91.86% (+13%)

9% more funds holding

Funds holding: 415 → 452 (+37)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

35% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 174

Holders
452
Holders Change
+37
Holders Change %
+8.92%
% of All Funds
8.91%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.2%
New
94
Increased
113
Reduced
174
Closed
49
Calls
$126M
Puts
$82.6M
Net Calls
+$43.4M
Net Calls Change
+$85.8M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$41.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$36.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$27.7M
4
CMO
Covenant Multifamily Offices
Texas
+$24.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$23.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$131M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$129M
3
GCM
Glenview Capital Management
New York
-$87.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$74.6M
5
Norges Bank
Norges Bank
Norway
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
476
Citadel Advisors
Florida
– -$268K -4,046 Closed
EMG
477
Ellington Management Group
Connecticut
– -$217K -3,800 Closed
BFM
478
Boothbay Fund Management
New York
– -$216K -3,787 Closed
PP
479
Prudential plc
United Kingdom
– -$205K -3,600 Closed
PP
480
Palladium Partners
Virginia
– -$251K -3,500 Closed
RS
481
Robeco Schweiz
Switzerland
– -$177K -3,150 Closed
FIB
482
First Interstate Bank
Montana
– -$171K -3,000 Closed
CAPTRUST Financial Advisors
483
CAPTRUST Financial Advisors
North Carolina
– -$133K -2,336 Closed
NICM
484
Neo Ivy Capital Management
New York
– -$98K -1,743 Closed
TAF
485
Tredje AP-fonden
Sweden
– -$95K -1,659 Closed
Capstone Investment Advisors
486
Capstone Investment Advisors
New York
– -$109K -1,638 Closed
FL
487
Fort LP
Maryland
– -$86K -1,507 Closed
CIAS
488
Capital Investment Advisory Services
North Carolina
– -$11K -200 Closed
AIC
489
Ameritas Investment Company
Nebraska
– -$9K -150 Closed
CAGAS
490
Capital Advisory Group Advisory Services
Minnesota
– -$7K -130 Closed
SSB
491
Sandy Spring Bank
Maryland
– -$6K -97 Closed
EWA
492
Evolution Wealth Advisors
Florida
– -$4K -65 Closed
GWAG
493
Garrett Wealth Advisory Group
Texas
– -$1.94K -34 Closed
GRP
494
Global Retirement Partners
California
– -$1K -25 Closed
BL
495
Balentine LLC
Georgia
– -$1K -19 Closed
GWS
496
Glassman Wealth Services
Virginia
– -$464 -7 -54%
AA
497
Advisory Alpha
Michigan
– -$221 -4 Closed
LWM
498
Lionsbridge Wealth Management
Florida
– +$398 +6 New
16 17 18 19
20

DVA Hedge Fund Activity: Q4 2019 in Review

452 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2019, worth a combined $8.8B — up 22% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DVA positions and 49 closed out — a net gain of 45 holders — while 113 added to existing stakes and 174 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $41.5M. The largest seller was BlackRock, cutting an estimated $131M.

  • 452 institutional investors held DaVita (DVA) as of Q4 2019, up from 415 in Q3 2019.
  • Funds reported $8.8B of DaVita stock for Q4 2019, up 22% quarter-over-quarter.
  • 94 funds opened new DaVita positions in Q4 2019 and 49 closed out, a net change of +45 holders.
  • The largest DaVita buyer in Q4 2019 was Royal Bank of Canada, an estimated $41.5M added.
  • The largest DaVita seller in Q4 2019 was BlackRock, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2019.