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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
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$9.9M +$7.26M +92,388 +245%
BGIM
77
Brandywine Global Investment Management
Pennsylvania
$9.61M +$239K +3,046 +2%
WP
78
Woodline Partners
California
$9.21M +$9.52M +121,157 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$9.2M -$1.64M -20,810 -15%
CPC
80
Cookson Peirce & Co
Pennsylvania
$9.12M +$9.43M +119,915 New
KBC Group
81
KBC Group
Belgium
$8.84M -$11.3M -143,922 -55%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$8.71M -$1.15M -14,582 -11%
GF
83
Gabelli Funds
New York
$8.63M -$786K -10,000 -8%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$8.5M -$318K -4,050 -3%
MSV
85
MN Services Vermogensbeheer
Netherlands
$8.26M -$542K -6,900 -6%
Capital Fund Management (CFM)
86
Capital Fund Management (CFM)
France
$7.96M +$5.86M +74,521 +248%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$7.86M -$149K -1,900 -2%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$7.66M -$8.21M -104,468 -51%
ERSOT
89
Employees Retirement System of Texas
Texas
$7.63M -$1.57M -20,000 -17%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.48M +$1.02M +12,965 +15%
Victory Capital Management
91
Victory Capital Management
Texas
$6.78M +$6.93M +88,115 +8,121%
ANI
92
American National Insurance
Texas
$6.73M
MNBTD
93
Moody National Bank Trust Division
Texas
$6.66M -$14.9K -190 -0.2%
UBS Group
94
UBS Group
Switzerland
$6.55M +$3.43M +43,669 +103%
Citigroup
95
Citigroup
New York
$6.39M -$114K -1,447 -2%
RJA
96
Raymond James & Associates
Florida
$6.17M -$2.26M -28,756 -26%
KOCAA
97
Knights of Columbus Asset Advisors
Connecticut
$6.13M +$6.34M +80,647 New
RPI
98
Railway Pension Investments
United Kingdom
$6.12M +$456K +5,800 +8%
Aberdeen Group
99
Aberdeen Group
United Kingdom
$6.02M -$145K -1,848 -2%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$6.01M

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.