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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.

New
Increased
Maintained
Reduced
Closed

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: 68 (+2)

8% more capital invested

Capital invested by funds: $10.3B → $11.1B (+$833M)

5% more funds holding

Funds holding: 491514 (+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

Holders
514
Holders Change
+23
Holders Change %
+4.68%
% of All Funds
8.95%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
72
Increased
127
Reduced
221
Closed
46
Calls
$57.8M
Puts
$63.9M
Net Calls
-$6.03M
Net Calls Change
-$30.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$24.9M -$21.8M -184,141 -47%
Skandinaviska Enskilda Banken (SEB)
52
Skandinaviska Enskilda Banken (SEB)
Sweden
$24.4M -$7.2M -60,800 -23%
KBC Group
53
KBC Group
Belgium
$24.4M +$12.7M +107,212 +113%
Toronto Dominion Bank
54
Toronto Dominion Bank
Ontario, Canada
$24.1M +$19.4M +164,264 +456%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$23.4M +$10.5M +88,607 +84%
Barclays
56
Barclays
United Kingdom
$22.6M -$3.15M -26,595 -12%
BCM
57
Bridgeway Capital Management
Texas
$21.4M -$3.81M -32,200 -15%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$21.3M +$12.9M +109,298 +162%
Allianz Asset Management
59
Allianz Asset Management
Germany
$20.9M -$3.73M -31,544 -15%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$20.4M -$2M -16,903 -9%
STCG
61
Speece Thorson Capital Group
Minnesota
$20.2M -$98.9K -836 -0.5%
SAM
62
Storebrand Asset Management
Norway
$19.4M -$163K -1,376 -0.8%
Canada Life
63
Canada Life
Manitoba, Canada
$19.4M -$3.59M -30,347 -16%
RPI
64
Railway Pension Investments
United Kingdom
$18.2M -$5.17M -43,700 -22%
Wells Fargo
65
Wells Fargo
California
$17.9M -$15.7M -132,775 -47%
AllianceBernstein
66
AllianceBernstein
Tennessee
$17.6M -$10M -84,497 -37%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$16.8M -$926K -7,820 -5%
CPC
68
Cookson Peirce & Co
Pennsylvania
$16.5M -$423K -3,572 -3%
UBS Group
69
UBS Group
Switzerland
$16.5M +$4.02M +33,930 +33%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$16.4M +$4.42M +37,358 +38%
Prudential Financial
71
Prudential Financial
New Jersey
$15.1M -$1.36M -11,456 -8%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$15M -$3.29M -27,777 -18%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$14.4M -$3.24M -27,359 -19%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$13.2M -$357K -3,017 -3%
SEI Investments
75
SEI Investments
Pennsylvania
$13.1M -$3.58M -30,264 -22%

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.