DaVita
514 hedge funds and large institutions have $11.1B invested in DaVita in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 127 increasing their positions, 221 reducing their positions, and 46 closing their positions.
57% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 46
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
8% more capital invested
Capital invested by funds: $10.3B → $11.1B (+$833M)
5% more funds holding
Funds holding: 491 → 514 (+23)
0.26% less ownership
Funds ownership: 87.1% → 86.83% (-0.26%)
9% less call options, than puts
Call options by funds: $57.8M | Put options by funds: $63.9M
43% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 221
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$95.3M |
| 2 |
HMC
Harvard Management Company
Boston,
Massachusetts
|
+$48.4M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$37.3M |
| 4 |
Millennium Management
New York
|
+$27.8M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$19.4M |
Top Sellers
| 1 |
Bank of New York Mellon
New York
|
-$151M |
| 2 |
DC
DPM Capital
Coral Gables,
Florida
|
-$53.4M |
| 3 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
-$39.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$38.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$34.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
551
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$9.59K | -89 | Closed |
|
|
MWP
552
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$6K | -59 | Closed |
|
|
SLF
553
Sun Life Financial
Toronto,
Ontario, Canada
| – | -$5K | -43 | Closed |
|
|
IAIM
554
International Assets Investment Management
Orlando,
Florida
| – | -$5K | -39 | Closed |
|
555
Jones Financial Companies
Des Peres,
Missouri
| – | -$4K | -35 | Closed |
|
|
NFSG
556
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$2K | -15 | Closed |
|
557
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -13 | Closed |
|
|
TSW
558
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$1K | -6 | Closed |
|
|
CFA
559
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$710 | +6 | New |
|
DVA Hedge Fund Activity: Q2 2021 in Review
514 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q2 2021, worth a combined $11.1B — up 8.1% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new DVA positions and 46 closed out — a net gain of 26 holders — while 127 added to existing stakes and 221 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $95.3M. The largest seller was Bank of New York Mellon, cutting an estimated $151M.
- 514 institutional investors held DaVita (DVA) as of Q2 2021, up from 491 in Q1 2021.
- Funds reported $11.1B of DaVita stock for Q2 2021, up 8.1% quarter-over-quarter.
- 72 funds opened new DaVita positions in Q2 2021 and 46 closed out, a net change of +26 holders.
- The largest DaVita buyer in Q2 2021 was Citadel Advisors, an estimated $95.3M added.
- The largest DaVita seller in Q2 2021 was Bank of New York Mellon, an estimated $151M sold.
Based on aggregated 13F filings for Q2 2021.