537 hedge funds and large institutions have $10.7B invested in DaVita in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 173 increasing their positions, 205 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+9
Holders Change %
+1.7%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
173
Reduced
205
Closed
53
Calls
$306M
Puts
$232M
Net Calls
+$73.6M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
501
Prestige Wealth Management Group
New Jersey
$6.63K
HI
502
Harbour Investments
Wisconsin
$6.49K +$5.66K +41 +683%
AF
503
Allworth Financial
California
$6.08K
JWA
504
JFS Wealth Advisors
Pennsylvania
$6.08K +$1.52K +11 +33%
CAL
505
Capital Advisors Ltd
Ohio
$6K +$522 +4 +10%
Capstone Investment Advisors
506
Capstone Investment Advisors
New York
$5.66K +$5.66K +41 New
KFS
507
Kelly Financial Services
Massachusetts
$5.52K
MCM
508
MV Capital Management
Maryland
$5.11K
CFG
509
CKW Financial Group
Hawaii
$5K
AWM
510
Abound Wealth Management
Tennessee
$4.83K -$276 -2 -5%
VAG
511
VisionPoint Advisory Group
Texas
$4.83K
S
512
Sachetta
Massachusetts
$4.19K
FGAM
513
Financial Gravity Asset Management
Texas
$3.61K +$2.5K +18 +225%
LI
514
LRI Investments
Florida
$3.45K +$3.45K +25 New
SIC
515
SJS Investment Consulting
Ohio
$3.31K
RTL
516
Red Tortoise LLC
Georgia
$3.18K
RS
517
Rakuten Securities
Japan
$2.76K -$414 -3 -13%
AP
518
Aspect Partners
Virginia
$2.62K
BWAM
519
Boyd Watterson Asset Management
Ohio
$2.49K
BIA
520
Bell Investment Advisors
California
$2.35K
RFG
521
RFP Financial Group
Georgia
$2.07K -$3.31K -24 -62%
MA
522
MCF Advisors
Kentucky
$1.8K
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$1.8K +$138 +1 +8%
Kayne Anderson Rudnick Investment Management
524
Kayne Anderson Rudnick Investment Management
California
$1.38K
RG
525
Retirement Group
California
$1.38K +$1.38K +10 New