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510 hedge funds and large institutions have $9.26B invested in DaVita in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 213 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 36

4% more funds holding

Funds holding: 492510 (+18)

2.14% more ownership

Funds ownership: 82.9%85.04% (+2.1%)

3% less capital invested

Capital invested by funds: $9.59B → $9.26B (-$328M)

18% less call options, than puts

Call options by funds: $91.3M | Put options by funds: $111M

33% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 213

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
510
Holders Change
+18
Holders Change %
+3.66%
% of All Funds
8.04%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
60
Increased
143
Reduced
213
Closed
36
Calls
$91.3M
Puts
$111M
Net Calls
-$19.4M
Net Calls Change
-$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
476
Gradient Investments
Minnesota
$4K +$3.82K +34 New
SWA
477
Sutton Wealth Advisors
Florida
$3.51K
Macquarie Group
478
Macquarie Group
Australia
$3.4K
FHA
479
First Horizon Advisors
Tennessee
$3K -$4.04K -36 -57%
PMFA
480
Plante Moran Financial Advisors
Michigan
$3K -$3.26K -29 -51%
Jones Financial Companies
481
Jones Financial Companies
Missouri
$3K -$3.14K -28 -50%
EARNEST Partners
482
EARNEST Partners
Georgia
$3K
GWS
483
Glassman Wealth Services
Virginia
$3K +$674 +6 +35%
SC
484
Schubert & Co
Texas
$3K +$1.01K +9 +56%
SSG
485
Summit Securities Group
New York
$3K +$2.81K +25 New
JPLA
486
Joseph P. Lucia & Associates
New York
$3K +$2.92K +26 New
FGAM
487
Financial Gravity Asset Management
Texas
$2.91K +$228K +2,031 +594%
AA
488
AlphaMark Advisors
Kentucky
$2K -$1.9M -16,940 -100%
CWP
489
Concord Wealth Partners
Virginia
$2K -$5.05K -45 -73%
BWM
490
Baystate Wealth Management
Massachusetts
$2K
CCA
491
Column Capital Advisors
Indiana
$2K
HIA
492
Harbor Investment Advisory
Maryland
$2K
KFP
493
KB Financial Partners
New Jersey
$2K
CIBC Private Wealth Group
494
CIBC Private Wealth Group
Georgia
$2K +$1.68K +15 New
DI
495
Disciplined Investments
Oklahoma
$2K +$2.25K +20 New
PFS
496
Prospera Financial Services
Texas
$2K +$2.47K +22 New
T
497
TCWP
Ohio
$2K +$2.69K +24 New
NICM
498
Neo Ivy Capital Management
New York
$2K +$2.92K +26 New
Koshinski Asset Management
499
Koshinski Asset Management
Illinois
$1.02K -$1.8K -16 -64%
AF
500
Advisornet Financial
Minnesota
$1K