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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
VAG
526
VisionPoint Advisory Group
Texas
$4.85K
AWM
527
Abound Wealth Management
Tennessee
$3.88K -$965 -7 -20%
LI
528
LRI Investments
Florida
$3.46K
SIC
529
SJS Investment Consulting
Ohio
$3.33K
DIP
530
DT Investment Partners
Pennsylvania
$3.33K +$3.31K +24 New
MCM
531
Manchester Capital Management
Vermont
$3.19K +$2.48K +18 +360%
RTL
532
Red Tortoise LLC
Georgia
$3.19K
BIA
533
Bell Investment Advisors
California
$3.05K +$689 +5 +29%
AP
534
Aspect Partners
Virginia
$2.63K
BWAM
535
Boyd Watterson Asset Management
Ohio
$2.49K
RFG
536
RFP Financial Group
Georgia
$2.08K
DPW
537
DiNuzzo Private Wealth
Pennsylvania
$2.08K +$276 +2 +15%
MA
538
MCF Advisors
Kentucky
$1.8K
FW
539
Fairway Wealth
Ohio
$1.8K +$1.79K +13 New
Kayne Anderson Rudnick Investment Management
540
Kayne Anderson Rudnick Investment Management
California
$1.39K
TWD
541
True Wealth Design
Ohio
$1.25K +$276 +2 +29%
ZB
542
Zions Bancorporation
Utah
$1.25K -$48.2K -350 -97%
TFM
543
TFC Financial Management
Massachusetts
$1.11K -$5.65K -41 -84%
AAP
544
Arax Advisory Partners
Colorado
$1.11K +$1.1K +8 New
ATPW
545
Ashton Thomas Private Wealth
Arizona
$1.11K +$1.1K +8 New
AWM
546
Avior Wealth Management
Nebraska
$1.11K -$10.8K -78 -91%
GKIM
547
GW&K Investment Management
Massachusetts
$1K +$138 +1 +14%
RWM
548
Ruedi Wealth Management
Illinois
$831 +$827 +6 New
DF
549
Dunhill Financial
United Kingdom
$640 +$138 +1 +25%
OWA
550
Opal Wealth Advisors
New York
$555 +$551 +4 New