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DaVita
491 hedge funds and large institutions have $10.3B invested in DaVita in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 227 reducing their positions, and 76 closing their positions.
New
Increased
Maintained
Reduced
Closed
73% more call options, than puts
Call options by funds: $57.2M | Put options by funds: $33.1M
1.4% less ownership
Funds ownership: 88.5% → 87.1% (-1.4%)
6% less funds holding
Funds holding: 524 → 491 (-33)
13% less capital invested
Capital invested by funds: $11.8B → $10.3B (-$1.54B)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
37% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 76
42% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 227
Holders
491
Holders Change
-33
Holders Change %
-6.3%
% of All Funds
8.62%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
48
Increased
131
Reduced
227
Closed
76
Calls
$57.2M
Puts
$33.1M
Net Calls
+$24.1M
Net Calls Change
-$202M
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$50.3M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$41.7M |
| 3 |
GCM
Gates Capital Management
New York
|
+$32.5M |
| 4 |
GCM
Glenview Capital Management
New York
|
+$31.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$29M |
Top Sellers
| 1 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$143M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$44.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$39.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$34.3M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$28.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFFP
551
Center for Financial Planning
Southfied,
Michigan
| – | -$27K | -230 | Closed |
|
|
PWM
552
Perigon Wealth Management
San Francisco,
California
| – | -$24K | -206 | Closed |
|
|
AIL
553
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$23K | -192 | Closed |
|
|
PWPS
554
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$21K | -177 | Closed |
|
|
TFGT
555
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$13K | -110 | Closed |
|
|
CCA
556
Childress Capital Advisors
Houston,
Texas
| – | -$12K | -104 | Closed |
|
|
RPWA
557
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$11K | -92 | Closed |
|
|
GRP
558
Global Retirement Partners
San Rafael,
California
| – | -$6K | -52 | Closed |
|
|
SWA
559
SOA Wealth Advisors
New York
| – | -$3.89K | -35 | -81% |
|
|
PFO
560
Pathstone Family Office
Englewood,
New Jersey
| – | -$4K | -32 | Closed |
|
561
Credit Agricole
Montrouge Cedex,
France
| – | -$3K | -22 | Closed |
|
|
NSB
562
Norway Savings Bank
Portland,
Maine
| – | -$2K | -20 | Closed |
|
|
M
563
MOTCO
San Antonio,
Texas
| – | -$1K | -5 | Closed |
|