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544 hedge funds and large institutions have $10.8B invested in DaVita in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $306M | Put options by funds: $232M

30% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 53

27% more capital invested

Capital invested by funds: $8.44B → $10.8B (+$2.32B)

2% more funds holding

Funds holding: 535544 (+9)

0.69% more ownership

Funds ownership: 88.25%88.94% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

17% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 209

Holders
544
Holders Change
+9
Holders Change %
+1.68%
% of All Funds
7.84%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
69
Increased
174
Reduced
209
Closed
53
Calls
$306M
Puts
$232M
Net Calls
+$73.6M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RPI
51
Railway Pension Investments
United Kingdom
$18.1M
UBS Group
52
UBS Group
Switzerland
$17.1M -$447K -3,730 -3%
T
53
TOBAM
France
$16.1M -$2.34M -19,488 -14%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$15.6M -$288K -2,402 -2%
SAM
55
Storebrand Asset Management
Norway
$15.2M -$610K -5,086 -4%
Holocene Advisors
56
Holocene Advisors
New York
$15.1M +$13.1M +109,034 New
STCG
57
Speece Thorson Capital Group
Minnesota
$15M -$2.44M -20,302 -16%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$15M -$608K -5,069 -4%
GAM
59
Gotham Asset Management
New York
$14.5M +$2.01M +16,749 +19%
Victory Capital Management
60
Victory Capital Management
Texas
$14M +$2.17M +18,062 +22%
CS
61
Credit Suisse
Switzerland
$13.9M -$1.1M -9,130 -8%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$13.4M +$1.75M +14,595 +18%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$13.3M -$3.6M -29,973 -24%
American Century Companies
64
American Century Companies
Missouri
$12.1M -$7.68M -64,046 -42%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$12.1M +$28.9K +241 +0.3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$11.8M +$63.9K +533 +0.6%
SCM
67
Shelton Capital Management
Colorado
$11.8M +$1.79M +14,900 +21%
Teacher Retirement System of Texas
68
Teacher Retirement System of Texas
Texas
$11.6M +$908K +7,573 +10%
APG Asset Management
69
APG Asset Management
Netherlands
$10.5M +$4.31M +35,936 +78%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$10.3M +$204K +1,700 +2%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$9.97M -$7.6M -63,357 -47%
CSS
72
Cubist Systematic Strategies
Connecticut
$9.41M -$8.17M -68,127 -50%
Principal Financial Group
73
Principal Financial Group
Iowa
$9.2M -$182K -1,518 -2%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$9M +$240 +2 +0%
WorldQuant Millennium Advisors
75
WorldQuant Millennium Advisors
New York
$8.97M -$7.44M -61,984 -49%

DVA Hedge Fund Activity: Q1 2024 in Review

544 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2024, worth a combined $10.8B — up 27% from $8.44B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new DVA positions and 53 closed out — a net gain of 16 holders — while 174 added to existing stakes and 209 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $202M. The largest seller was Morgan Stanley, cutting an estimated $167M.

  • 544 institutional investors held DaVita (DVA) as of Q1 2024, up from 535 in Q4 2023.
  • Funds reported $10.8B of DaVita stock for Q1 2024, up 27% quarter-over-quarter.
  • 69 funds opened new DaVita positions in Q1 2024 and 53 closed out, a net change of +16 holders.
  • The largest DaVita buyer in Q1 2024 was Pacer Advisors, an estimated $202M added.
  • The largest DaVita seller in Q1 2024 was Morgan Stanley, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2024.