592 hedge funds and large institutions have $12.1B invested in DaVita in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 221 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+39
Holders Change %
+7.05%
% of All Funds
8.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
91
Increased
182
Reduced
221
Closed
50
Calls
$243M
Puts
$313M
Net Calls
-$70.5M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
501
Lindbrook Capital
California
$72.1K -$3.61K -22 -5%
NA
502
NewEdge Advisors
Louisiana
$70.7K -$33.3K -203 -32%
GRP
503
Global Retirement Partners
California
$70.7K +$6.72K +41 +11%
CTC
504
Central Trust Company
Missouri
$68K -$23K -140 -25%
PFBT
505
Parkside Financial Bank & Trust
Missouri
$66.7K -$328 -2 -0.5%
GM
506
GeoWealth Management
Illinois
$65.9K +$65.9K +402 New
MSFP
507
Mark Sheptoff Financial Planning
Connecticut
$65.6K -$42.1K -257 -39%
Canada Pension Plan Investment Board
508
Canada Pension Plan Investment Board
Ontario, Canada
$65.6K +$65.6K +400 New
Jones Financial Companies
509
Jones Financial Companies
Missouri
$65.6K +$41.3K +253 +170%
QL
510
Quarry LP
New York
$59.8K +$59.8K +365 New
CT
511
Coastline Trust
Rhode Island
$59K -$228K -1,390 -79%
HIA
512
Harbor Investment Advisory
Maryland
$59K
TWC
513
TD Waterhouse Canada
Ontario, Canada
$57.1K
FFA
514
Farther Finance Advisors
California
$53.8K +$1.64K +10 +3%
PS
515
Principal Securities
Iowa
$51K -$492 -3 -1%
CH
516
Cromwell Holdings
Wyoming
$49.5K
RMC
517
Resources Management Corp
Connecticut
$49K
TPCW
518
TD Private Client Wealth
New York
$48.5K -$328 -2 -0.7%
VCM
519
Versant Capital Management
Arizona
$47.2K -$6.23K -38 -12%
BTI
520
Blue Trust Inc
Georgia
$45.7K +$16.5K +119 +56%
VWM
521
Venturi Wealth Management
Texas
$41.6K +$1.48K +9 +4%
SIM
522
Sentry Investment Management
Wisconsin
$37K
HPC
523
HM Payson & Co
Maine
$32.8K
CAS
524
Coppell Advisory Solutions
Texas
$32.6K
AssetMark Inc
525
AssetMark Inc
California
$27K -$3.28K -20 -11%