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524 hedge funds and large institutions have $11.8B invested in DaVita in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 133 increasing their positions, 230 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more call options, than puts

Call options by funds: $276M | Put options by funds: $49.7M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

32% more capital invested

Capital invested by funds: $8.96B → $11.8B (+$2.83B)

7% more funds holding

Funds holding: 488524 (+36)

2.57% more ownership

Funds ownership: 85.93%88.5% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

42% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 230

Holders
524
Holders Change
+36
Holders Change %
+7.38%
% of All Funds
9.27%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
85
Increased
133
Reduced
230
Closed
43
Calls
$276M
Puts
$49.7M
Net Calls
+$226M
Net Calls Change
+$211M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
476
Sound Income Strategies
Florida
$12K
CCA
477
Childress Capital Advisors
Texas
$12K +$10.6K +104 New
VFA
478
Valeo Financial Advisors
Indiana
$11K
RPWA
479
Regent Peak Wealth Advisors
Georgia
$11K +$9.37K +92 New
VBCG
480
Valley Brook Capital Group
Pennsylvania
$11K +$10.2K +100 New
WEC
481
Winslow Evans & Crocker
Massachusetts
$9K -$3.26K -32 -30%
FMII
482
Farmers & Merchants Investments Inc
Nebraska
$9K
RIM
483
Rockbridge Investment Management
New York
$9K
TWA
484
TCI Wealth Advisors
Arizona
$9K +$1.94K +19 +33%
EWA
485
Evolution Wealth Advisors
Florida
$8K
FRA
486
Front Row Advisors
California
$7K
GAM
487
Gemmer Asset Management
California
$7K
ADL
488
Asset Dedication LLC
California
$6K
SWM
489
Sugarloaf Wealth Management
Georgia
$6K
PWMG
490
Prestige Wealth Management Group
New Jersey
$6K +$306 +3 +6%
GRP
491
Global Retirement Partners
California
$6K +$1.22K +12 +30%
SLF
492
Sun Life Financial
Ontario, Canada
$5K -$509 -5 -10%
FHC
493
First Horizon Corporation
Tennessee
$5K
IAIM
494
International Assets Investment Management
Florida
$5K +$3.97K +39 New
CCC
495
Crescent Capital Consulting
Louisiana
$5K +$4.48K +44 New
KFS
496
Kelly Financial Services
Massachusetts
$4.7K
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$4K
LC
498
Lindbrook Capital
California
$4K
PFO
499
Pathstone Family Office
New Jersey
$4K +$3.26K +32 New
SWA
500
SOA Wealth Advisors
New York
$4K +$4.38K +43 New