588 hedge funds and large institutions have $11B invested in DaVita in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 169 increasing their positions, 243 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
7.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
83
Increased
169
Reduced
243
Closed
78
Calls
$149M
Puts
$555M
Net Calls
-$406M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
551
Manchester Capital Management
Vermont
$5.53K
NFSG
552
Newbridge Financial Services Group
Florida
$5.23K -$427K -2,855 -99%
CFG
553
CKW Financial Group
Hawaii
$5K
GWM
554
Geneos Wealth Management
Colorado
$4.79K +$4.79K +32 New
AAP
555
Arax Advisory Partners
Colorado
$4.34K +$449 +3 +12%
LI
556
LRI Investments
Florida
$3.74K
AWM
557
Abound Wealth Management
Tennessee
$3.44K -$748 -5 -18%
RTL
558
Red Tortoise LLC
Georgia
$3.44K
SIC
559
SJS Investment Consulting
Ohio
$2.84K -$598 -4 -17%
AP
560
Aspect Partners
Virginia
$2.84K
WA
561
Whipplewood Advisors
Colorado
$2.84K +$2.84K +19 New
BWAM
562
Boyd Watterson Asset Management
Ohio
$2.69K
BIA
563
Bell Investment Advisors
California
$2.54K -$748 -5 -23%
AWM
564
Avior Wealth Management
Nebraska
$2.39K +$897 +6 +60%
DPW
565
DiNuzzo Private Wealth
Pennsylvania
$2.24K
GKIM
566
GW&K Investment Management
Massachusetts
$2K
MA
567
MCF Advisors
Kentucky
$1.95K
DF
568
Dunhill Financial
United Kingdom
$1.92K +$442 +3 +30%
Kayne Anderson Rudnick Investment Management
569
Kayne Anderson Rudnick Investment Management
California
$1.5K
WA
570
WPG Advisers
Maryland
$1.5K +$1.5K +10 New
TWD
571
True Wealth Design
Ohio
$1.35K
ZB
572
Zions Bancorporation
Utah
$1.35K
TFM
573
TFC Financial Management
Massachusetts
$1.2K
HI
574
Harbour Investments
Wisconsin
$897 -$299 -2 -25%
T
575
Transce3nd
Texas
$897 +$897 +6 New