We are live on ! Find out more

450 hedge funds and large institutions have $7.55B invested in DaVita in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 187 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $352M | Put options by funds: $85.5M

0.32% more ownership

Funds ownership: 88.47%88.79% (+0.32%)

8% less funds holding

Funds holding: 490450 (-40)

24% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 187

28% less capital invested

Capital invested by funds: $10.5B → $7.55B (-$2.94B)

40% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 92

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
450
Holders Change
-40
Holders Change %
-8.16%
% of All Funds
10.03%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
55
Increased
143
Reduced
187
Closed
92
Calls
$352M
Puts
$85.5M
Net Calls
+$266M
Net Calls Change
+$51.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Skandinaviska Enskilda Banken (SEB)
76
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.4M -$20.5M -320,531 -59%
AllianceBernstein
77
AllianceBernstein
Tennessee
$11.4M -$2.68M -41,917 -16%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$11.3M -$118K -1,850 -0.8%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$11.2M -$148K -2,318 -1%
EVM
80
Eaton Vance Management
Massachusetts
$11.2M +$28.2K +440 +0.2%
RSCM
81
Rock Springs Capital Management
Maryland
$11.1M -$12.4M -193,300 -47%
Allianz Asset Management
82
Allianz Asset Management
Germany
$11M -$1.1M -17,182 -7%
TIM
83
Thornburg Investment Management
New Mexico
$10.6M +$448 +7 +0%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M -$1.09M -17,043 -8%
DekaBank Deutsche Girozentrale
85
DekaBank Deutsche Girozentrale
Germany
$10.4M +$10.2M +159,407 +355%
Capital Fund Management (CFM)
86
Capital Fund Management (CFM)
France
$9.99M -$1.08M -16,800 -8%
Principal Financial Group
87
Principal Financial Group
Iowa
$9.86M -$237K -3,706 -2%
HI
88
HBK Investments
Texas
$9.42M -$4.35M -67,905 -27%
Barclays
89
Barclays
United Kingdom
$9.41M -$16.5M -257,709 -58%
GL
90
Governors Lane
New York
$9.37M +$10.3M +160,400 +739%
JG
91
Jefferies Group
New York
$9.17M +$8.66M +135,200 +315%
OA
92
Oak Associates
Ohio
$9.08M -$21.8K -340 -0.2%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$9M +$3.73M +58,244 +50%
CCM
94
Camber Capital Management
Massachusetts
$8.62M +$10.7M +167,528 New
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$8.55M -$154K -2,410 -1%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$8.14M +$4.71M +73,518 +87%
RCM
97
Roystone Capital Management
New York
$8.03M +$9.99M +156,000 New
UBS Group
98
UBS Group
Switzerland
$7.78M -$21.8M -340,482 -69%
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.63M +$893K +13,941 +10%
FCM
100
Flinton Capital Management
Pennsylvania
$7.61M +$1.82M +28,458 +24%

DVA Hedge Fund Activity: Q4 2018 in Review

450 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2018, worth a combined $7.55B — down 28% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of DVA and 55 opened new positions — a net loss of 37 holders — while 187 trimmed existing stakes and 143 added.

The largest buyer was BlackRock, adding an estimated $210M. The largest seller was OppenheimerFunds, cutting an estimated $203M.

  • 450 institutional investors held DaVita (DVA) as of Q4 2018, down from 490 in Q3 2018.
  • Funds reported $7.55B of DaVita stock for Q4 2018, down 28% quarter-over-quarter.
  • 55 funds opened new DaVita positions in Q4 2018 and 92 closed out, a net change of -37 holders.
  • The largest DaVita buyer in Q4 2018 was BlackRock, an estimated $210M added.
  • The largest DaVita seller in Q4 2018 was OppenheimerFunds, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2018.