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559 hedge funds and large institutions have $10.5B invested in DaVita in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $225M | Put options by funds: $137M

42% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 544559 (+15)

2% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$203M)

2.06% less ownership

Funds ownership: 88.94%86.88% (-2.1%)

22% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 215

Holders
559
Holders Change
+15
Holders Change %
+2.76%
% of All Funds
8.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
84
Increased
167
Reduced
215
Closed
59
Calls
$225M
Puts
$137M
Net Calls
+$88.1M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$15.7M -$16.7K -121 -0.1%
SAM
52
Storebrand Asset Management
Norway
$15.6M +$285K +2,066 +2%
PI
53
PineBridge Investments
New York
$15.2M -$10.9M -79,264 -42%
Canada Life
54
Canada Life
Manitoba, Canada
$14.9M +$6.08M +44,127 +70%
STCG
55
Speece Thorson Capital Group
Minnesota
$14.7M -$295K -2,140 -2%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$14.7M -$306K -2,218 -2%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$14.2M +$724K +5,256 +5%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$13.2M +$2.74M +19,909 +28%
Zurich Cantonal Bank
59
Zurich Cantonal Bank
Switzerland
$12.9M +$3.98M +28,857 +45%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$12.9M -$562K -4,076 -4%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$12.7M +$12.7M +91,896 New
Victory Capital Management
62
Victory Capital Management
Texas
$12.5M -$1.48M -10,768 -11%
JFG
63
Jefferies Financial Group
New York
$12.2M +$12.2M +88,187 New
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$12.1M -$2.62K -19 -0%
RPI
65
Railway Pension Investments
United Kingdom
$12.1M -$6.05M -43,900 -33%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$12.1M +$268K +1,944 +2%
BA
67
Bridgewater Associates
Connecticut
$11.2M +$2.9M +21,047 +35%
Citigroup
68
Citigroup
New York
$10.4M +$5.3M +38,422 +104%
APG Asset Management
69
APG Asset Management
Netherlands
$10.2M -$442K -3,204 -4%
JAM
70
Jupiter Asset Management
United Kingdom
$9.86M -$16M -116,009 -62%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$9.74M +$7.31M +53,040 +308%
American Century Companies
72
American Century Companies
Missouri
$9.67M -$2.45M -17,775 -20%
Point72 Asset Management
73
Point72 Asset Management
Connecticut
$9.62M +$9.56M +69,388 New
AQR Capital Management
74
AQR Capital Management
Connecticut
$9.5M -$12.3M -89,208 -57%
NPT
75
National Philanthropic Trust
Pennsylvania
$8.72M -$2.34K -17 -0%