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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.

New
Increased
Maintained
Reduced
Closed

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: 452483 (+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: 109 (-1)

30% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 193

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
10.64%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
93
Increased
135
Reduced
193
Closed
58
Calls
$131M
Puts
$38.8M
Net Calls
+$91.9M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$19.2M -$7.24M -92,131 -27%
MSL
52
Mackay Shields LLC
New York
$18.9M +$850K +10,816 +5%
PI
53
PGGM Investments
Netherlands
$18.6M +$19.2M +244,241 New
H
54
Hexavest
Quebec, Canada
$17.6M +$18.2M +231,168 New
CS
55
Credit Suisse
Switzerland
$16.9M -$2.28M -29,052 -12%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$16.8M -$2.53M -32,230 -13%
GAM
57
Gotham Asset Management
New York
$16.8M -$4.56M -57,990 -21%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$16.2M +$8.14M +103,581 +81%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$16.1M +$12.7M +161,334 +318%
EVM
60
Eaton Vance Management
Massachusetts
$15.8M +$8.02K +102 +0%
AAMU
61
Amundi Asset Management US
Massachusetts
$15.6M +$7.92M +100,804 +96%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$15.6M -$9.04M -115,046 -36%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$15.1M -$1.97M -25,032 -11%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$14.4M +$999K +12,714 +7%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$14.4M -$3.26M -41,500 -18%
Barclays
66
Barclays
United Kingdom
$13.9M -$9.23M -117,396 -39%
AllianceBernstein
67
AllianceBernstein
Tennessee
$12.8M +$255K +3,246 +2%
STCG
68
Speece Thorson Capital Group
Minnesota
$12.5M -$1.85M -23,502 -13%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$12.1M -$679K -8,636 -5%
BIM
70
Bogle Investment Management
Massachusetts
$11.2M +$11M +140,100 +2,030%
SAM
71
Storebrand Asset Management
Norway
$10.5M +$10.9M +138,292 New
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$10.4M -$1.1M -14,000 -9%
Principal Financial Group
73
Principal Financial Group
Iowa
$10.4M +$332K +4,218 +3%
WorldQuant Millennium Advisors
74
WorldQuant Millennium Advisors
New York
$10.2M +$481K +6,119 +5%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$10.1M -$4.42M -56,276 -30%

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.