528 hedge funds and large institutions have $8.41B invested in DaVita in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 152 increasing their positions, 206 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+30
Holders Change %
+6.02%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
85
Increased
152
Reduced
206
Closed
48
Calls
$277M
Puts
$279M
Net Calls
-$2.67M
Net Calls Change
+$185M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
501
Smartleaf Asset Management
Massachusetts
$2.61K +$2.61K +25 New
SIC
502
SJS Investment Consulting
Ohio
$2.52K -$314 -3 -11%
RS
503
Rakuten Securities
Japan
$2.41K +$2.41K +23 New
RTL
504
Red Tortoise LLC
Georgia
$2.41K +$2.41K +23 New
BWM
505
Baystate Wealth Management
Massachusetts
$2.1K
AF
506
Advisornet Financial
Minnesota
$1.99K -$209 -2 -10%
AP
507
Aspect Partners
Virginia
$1.99K +$1.99K +19 New
BWAM
508
Boyd Watterson Asset Management
Ohio
$1.89K
CTA
509
Colonial Trust Advisors
South Carolina
$1.78K -$210 -2 -11%
BIA
510
Bell Investment Advisors
California
$1.78K +$1.05K +10 +143%
ZB
511
Zions Bancorporation
Utah
$1.47K +$105 +1 +8%
MA
512
MCF Advisors
Kentucky
$1.36K
DPW
513
DiNuzzo Private Wealth
Pennsylvania
$1.26K +$1.26K +12 New
Kayne Anderson Rudnick Investment Management
514
Kayne Anderson Rudnick Investment Management
California
$1.05K +$1.05K +10 New
GKIM
515
GW&K Investment Management
Massachusetts
$1K +$1K +7 New
FGAM
516
Financial Gravity Asset Management
Texas
$956 +$478 +4 +100%
TCA
517
Trifecta Capital Advisors
Illinois
$839
TFM
518
TFC Financial Management
Massachusetts
$839 +$839 +8 New
HI
519
Harbour Investments
Wisconsin
$629 -$3.04K -29 -83%
MCM
520
Manchester Capital Management
Vermont
$420 -$840 -8 -67%
TWD
521
True Wealth Design
Ohio
$420
DF
522
Dunhill Financial
United Kingdom
$326 +$326 +3 New
TWP
523
TFO Wealth Partners
Ohio
$314
TCOV
524
Trust Company of Vermont
Vermont
$314 +$314 +3 New
BF
525
BOK Financial
Oklahoma
$209