DaVita
483 hedge funds and large institutions have $8.65B invested in DaVita in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 58 closing their positions.
237% more call options, than puts
Call options by funds: $131M | Put options by funds: $38.8M
60% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 58
7% more funds holding
Funds holding: 452 → 483 (+31)
2% less capital invested
Capital invested by funds: $8.8B → $8.65B (-$154M)
1.27% less ownership
Funds ownership: 91.86% → 90.58% (-1.3%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
30% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 193
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$94M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$63.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$49.9M |
| 4 |
Bank of New York Mellon
New York
|
+$43.8M |
| 5 |
JP Morgan Chase
New York
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
-$144M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$105M |
| 3 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
-$75M |
| 4 |
GCM
Gates Capital Management
New York
|
-$73.7M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$47.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MME
526
Meag Munich Ergo
Munich,
Germany
| – | -$119K | -1,613 | Closed |
|
|
VCM
527
Vigilant Capital Management
Portland,
Maine
| – | -$45K | -600 | Closed |
|
|
TSW
528
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$35K | -461 | Closed |
|
|
RA
529
Rational Advisors
Huntington,
New York
| – | -$33K | -440 | Closed |
|
|
GLI
530
Guardian Life Insurance
New York
| – | -$20K | -265 | Closed |
|
531
Walleye Capital
New York
| – | -$16K | -210 | Closed |
|
|
ZB
532
Zions Bancorporation
Salt Lake City,
Utah
| – | -$11.2K | -143 | -98% |
|
|
SIM
533
Sonora Investment Management
Tucson,
Arizona
| – | -$3K | -41 | Closed |
|
|
AIS
534
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$2K | -30 | Closed |
|
|
FPFS
535
First Personal Financial Services
Charlotte,
North Carolina
| – | -$1K | -7 | Closed |
|
|
PCTC
536
Perkins Coie Trust Company
Seattle,
Washington
| – | +$236 | +3 | New |
|
|
BFC
537
Bedel Financial Consulting
Indianapolis,
Indiana
| – | +$393 | +5 | New |
|
|
M
538
MOTCO
San Antonio,
Texas
| – | +$393 | +5 | New |
|
DVA Hedge Fund Activity: Q1 2020 in Review
483 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2020, worth a combined $8.65B — down 1.7% from $8.8B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new DVA positions and 58 closed out — a net gain of 35 holders — while 135 added to existing stakes and 193 trimmed.
The largest buyer was Robeco Institutional Asset Management, adding an estimated $94M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $144M sold.
- 483 institutional investors held DaVita (DVA) as of Q1 2020, up from 452 in Q4 2019.
- Funds reported $8.65B of DaVita stock for Q1 2020, down 1.7% quarter-over-quarter.
- 93 funds opened new DaVita positions in Q1 2020 and 58 closed out, a net change of +35 holders.
- The largest DaVita buyer in Q1 2020 was Robeco Institutional Asset Management, an estimated $94M added.
- The largest DaVita seller in Q1 2020 was Glenview Capital Management, an estimated $144M sold.
Based on aggregated 13F filings for Q1 2020.