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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
UB
501
UMB Bank
Missouri
$13.7K -$162K -1,179 -92%
CFO
502
CVA Family Office
Colorado
$13.6K +$13.5K +98 New
PTC
503
Private Trust Company
Ohio
$13.4K
AGWCA
504
Annis Gardner Whiting Capital Advisors
Florida
$12.2K +$413 +3 +4%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$11.5K +$965 +7 +9%
BONH
506
Bank of New Hampshire
New Hampshire
$10.4K
FRA
507
Front Row Advisors
California
$10.4K
ATC
508
Adirondack Trust Company
New York
$10.4K
APF
509
Alaska Permanent Fund
Alaska
$10.1K +$10.2K +74 New
CA
510
Continuum Advisory
Idaho
$9.28K +$138 +1 +2%
AF
511
Allworth Financial
California
$9.24K +$3.17K +23 +52%
CA
512
Crewe Advisors
Utah
$9.15K
SS
513
Sunbelt Securities
Texas
$8.04K
SWM
514
Sugarloaf Wealth Management
Georgia
$7.48K
ACM
515
Anfield Capital Management
California
$7.48K +$7.44K +54 New
CAL
516
Capital Advisors Ltd
Ohio
$7K +$689 +5 +11%
TSWM
517
Tyler-Stone Wealth Management
Ohio
$6.93K
JWA
518
JFS Wealth Advisors
Pennsylvania
$6.93K +$827 +6 +14%
PWMG
519
Prestige Wealth Management Group
New Jersey
$6.65K
HI
520
Harbour Investments
Wisconsin
$6.24K -$276 -2 -4%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$5.96K -$4.41K -32 -43%
KFS
522
Kelly Financial Services
Massachusetts
$5.54K
S
523
Sachetta
Massachusetts
$5.46K
MCM
524
MV Capital Management
Maryland
$5.13K
CFG
525
CKW Financial Group
Hawaii
$5K