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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
N
501
Natixis
France
– -$1.03M -17,332 Closed
BVDMP
502
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
– -$1.01M -16,937 Closed
HW
503
Hancock Whitney
Mississippi
– -$776K -13,061 Closed
UR
504
USCA RIA
Texas
– -$700K -10,810 Closed
Natixis Advisors
505
Natixis Advisors
Massachusetts
– -$618K -10,416 Closed
RC
506
RBF Capital
California
– -$505K -8,400 Closed
SC
507
Skylands Capital
Wisconsin
– -$490K -8,250 Closed
QC
508
Quadrature Capital
United Kingdom
– -$478K -8,049 Closed
MCM
509
Murphy Capital Management
New Jersey
– -$452K -7,616 Closed
MML Investors Services
510
MML Investors Services
Massachusetts
– -$409K -6,893 Closed
Verition Fund Management
511
Verition Fund Management
Connecticut
– -$396K -6,430 Closed
PV
512
Private Vista
Illinois
– -$366K -6,168 Closed
NIT
513
NumerixS Investment Technologies
British Columbia, Canada
– -$356K -6,000 Closed
UFF
514
USA Financial Formulas
Michigan
– -$354K -5,955 Closed
KeyBank National Association
515
KeyBank National Association
Ohio
– -$320K -5,395 Closed
ECM
516
Everence Capital Management
Indiana
– -$313K -5,270 Closed
PTC
517
Petrus Trust Company
Texas
– -$287K -4,831 Closed
AWA
518
Arete Wealth Advisors
Illinois
– -$279K -4,700 Closed
HAM
519
Highstreet Asset Management
Ontario, Canada
– -$268K -4,511 Closed
PAG
520
Private Advisor Group
New Jersey
– -$243K -4,479 Closed
RA
521
Rational Advisors
New York
– -$238K -4,000 Closed
ONB
522
Old National Bancorp
Indiana
– -$207K -3,494 Closed
MCP
523
Mirador Capital Partners
California
– -$207K -3,434 Closed
SI
524
SII Investments
Wisconsin
– -$203K -3,427 Closed
NAMA
525
Nikko Asset Management Americas
New York
– -$113K -1,900 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.