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450 hedge funds and large institutions have $7.55B invested in DaVita in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 187 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $352M | Put options by funds: $85.5M

0.32% more ownership

Funds ownership: 88.47%88.79% (+0.32%)

8% less funds holding

Funds holding: 490450 (-40)

24% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 187

28% less capital invested

Capital invested by funds: $10.5B → $7.55B (-$2.94B)

40% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 92

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
450
Holders Change
-40
Holders Change %
-8.16%
% of All Funds
10.03%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
55
Increased
143
Reduced
187
Closed
92
Calls
$352M
Puts
$85.5M
Net Calls
+$266M
Net Calls Change
+$51.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
501
Bridgecreek Investment Management
Oklahoma
-$254K -3,550 Closed
CP
502
Camelot Portfolios
Ohio
-$251K -3,500 Closed
PP
503
Palladium Partners
Virginia
-$251K -3,500 Closed
B
504
Barings
North Carolina
-$249K -3,476 Closed
MSE
505
MUFG Securities EMEA
United Kingdom
-$246K -3,439 Closed
SM
506
Sciencast Management
New Jersey
-$223K -3,400 Closed
CC
507
ClearArc Capital
Ohio
-$234K -3,267 Closed
BNP Paribas Asset Management
508
BNP Paribas Asset Management
France
-$230K -3,211 Closed
FWCM
509
Ferguson Wellman Capital Management
Oregon
-$226K -3,160 Closed
IGGA
510
Iron Gate Global Advisors
Utah
-$223K -3,117 Closed
IA
511
IFG Advisory
Georgia
-$219K -3,068 Closed
SEC
512
Seven Eight Capital
New York
-$219K -3,058 Closed
SGCA
513
Steel Grove Capital Advisors
Tennessee
-$215K -3,000 Closed
CB
514
Commerce Bank
Missouri
-$214K -2,984 Closed
AI
515
Atria Investments
North Carolina
-$204K -2,843 Closed
V
516
Veritable
Delaware
-$201K -2,813 Closed
ACA
517
Atlas Capital Advisors
Wyoming
-$188K -2,592 Closed
CI
518
Cowen Inc
New York
-$179K -2,500 Closed
APP
519
Avantax Planning Partners
Iowa
-$143K -2,000 Closed
HNB
520
Huntington National Bank
Ohio
-$93K -1,300 Closed
RBC
521
Roble Belko & Company
Pennsylvania
-$46K -1,271 Closed
PRS
522
Pinkerton Retirement Specialists
Idaho
-$80K -1,116 Closed
PWAG
523
Polaris Wealth Advisory Group
California
-$43K -600 Closed
GP
524
Girard Partners
Pennsylvania
-$28K -400 Closed
DWM
525
Destination Wealth Management
California
-$14K -200 Closed

DVA Hedge Fund Activity: Q4 2018 in Review

450 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2018, worth a combined $7.55B — down 28% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of DVA and 55 opened new positions — a net loss of 37 holders — while 187 trimmed existing stakes and 143 added.

The largest buyer was BlackRock, adding an estimated $210M. The largest seller was OppenheimerFunds, cutting an estimated $203M.

  • 450 institutional investors held DaVita (DVA) as of Q4 2018, down from 490 in Q3 2018.
  • Funds reported $7.55B of DaVita stock for Q4 2018, down 28% quarter-over-quarter.
  • 55 funds opened new DaVita positions in Q4 2018 and 92 closed out, a net change of -37 holders.
  • The largest DaVita buyer in Q4 2018 was BlackRock, an estimated $210M added.
  • The largest DaVita seller in Q4 2018 was OppenheimerFunds, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2018.