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559 hedge funds and large institutions have $10.5B invested in DaVita in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $225M | Put options by funds: $137M

42% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 544559 (+15)

2% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$203M)

2.06% less ownership

Funds ownership: 88.94%86.88% (-2.1%)

22% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 215

Holders
559
Holders Change
+15
Holders Change %
+2.76%
% of All Funds
8.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
84
Increased
167
Reduced
215
Closed
59
Calls
$225M
Puts
$137M
Net Calls
+$88.1M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
476
Cromwell Holdings
Wyoming
$41.8K +$41.6K +302 New
IWA
477
IBEX Wealth Advisors
New Jersey
$41.6K +$41.3K +300 New
TPCW
478
TD Private Client Wealth
New York
$41.3K +$413 +3 +1%
VWM
479
Venturi Wealth Management
Texas
$34K +$18.9K +137 +127%
SIM
480
Sentry Investment Management
Wisconsin
$31K -$6.34K -46 -17%
BTI
481
Blue Trust Inc
Georgia
$29.1K +$10.8K +78 +59%
HPC
482
HM Payson & Co
Maine
$27.7K
CAS
483
Coppell Advisory Solutions
Texas
$27.7K +$27.6K +200 New
AssetMark Inc
484
AssetMark Inc
California
$25.6K -$7.3K -53 -22%
TAM
485
Tucker Asset Management
Colorado
$24.5K +$24.4K +177 New
LS
486
Livforsakringsbolaget Skandia
Sweden
$23.4K
CCA
487
Criterion Capital Advisors
Tennessee
$22.2K
CA
488
CoreCap Advisors
Michigan
$20.8K +$20.7K +150 New
Jones Financial Companies
489
Jones Financial Companies
Missouri
$20.6K +$7.03K +51 +52%
IC
490
Innealta Capital
Texas
$19.7K +$19.6K +142 New
SSB
491
Sandy Spring Bank
Maryland
$17.9K
FFO
492
Fortitude Family Office
Arizona
$17.7K
SIC
493
Salem Investment Counselors
North Carolina
$17.3K
FFA
494
Frazier Financial Advisors
Ohio
$16.4K +$2.34K +17 +17%
CFGS
495
Concourse Financial Group Securities
Alabama
$15.9K -$5.38K -39 -25%
PWMG
496
Private Wealth Management Group
New Jersey
$15.2K
JFGIW
497
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.8K
EWP
498
Elevation Wealth Partners
California
$13.9K
GGI
499
Godsey & Gibb Inc
Virginia
$13.9K
TIM
500
Tortoise Investment Management
New York
$13.9K