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DaVita
DVA

445 hedge funds and large institutions have $5.75B invested in DaVita in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $118M | Put options by funds: $45.5M

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

1% more funds holding

Funds holding: 442 → 445 (+3)

0.8% less ownership

Funds ownership: 87.42% → 86.63% (-0.8%)

13% less capital invested

Capital invested by funds: $6.59B → $5.75B (-$844M)

15% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 171

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
445
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
145
Reduced
171
Closed
52
Calls
$118M
Puts
$45.5M
Net Calls
+$72.4M
Net Calls Change
+$79M

Top Buyers

1
Invesco
Invesco
Georgia
+$41.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$39.3M
3
Amundi
Amundi
France
+$35.5M
4
Morgan Stanley
Morgan Stanley
New York
+$26.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$23.7M

Top Sellers

1
GT
Glenmede Trust
Pennsylvania
-$40.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$40.2M
3
GCM
Gates Capital Management
New York
-$32.1M
4
TAM
Todd Asset Management
Kentucky
-$31.2M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$24.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OTPPB
101
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.49M +$2.23M +28,772 +632%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$2.48M -$186K -2,395 -7%
IHAM
103
Integral Health Asset Management
New York
$2.46M -$3.26M -42,000 -56%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$2.45M – – –
LPL Financial
105
LPL Financial
California
$2.36M +$8.46K +109 +0.3%
Macquarie Group
106
Macquarie Group
Australia
$2.34M +$232K +2,981 +10%
SEI Investments
107
SEI Investments
Pennsylvania
$2.28M +$913K +11,752 +63%
AB
108
Amalgamated Bank
New York
$2.28M +$585K +7,538 +33%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.27M +$45.6K +587 +2%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$2.23M -$1.13M -14,575 -33%
DekaBank Deutsche Girozentrale
111
DekaBank Deutsche Girozentrale
Germany
$2.23M -$741K -9,543 -24%
Wealthfront Advisers
112
Wealthfront Advisers
California
$2.14M +$53.4K +687 +2%
CC
113
Cannell & Co
New York
$2.12M -$241K -3,100 -10%
GAM
114
Gotham Asset Management
New York
$2.12M +$34.8K +448 +2%
MSV
115
MN Services Vermogensbeheer
Netherlands
$2.11M -$443K -5,700 -17%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$2.03M +$581K +7,486 +38%
MFS
117
Mirabella Financial Services
United Kingdom
$2.03M -$3.85M -49,606 -65%
STA
118
Summit Trail Advisors
New York
$2.01M -$4.82K -62 -0.2%
KBC Group
119
KBC Group
Belgium
$1.98M +$23.2K +299 +1%
IMRF
120
Illinois Municipal Retirement Fund
Illinois
$1.98M – – –
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$1.96M +$108K +1,385 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
122
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.95M +$109K +1,400 +6%
BCI
123
Brinker Capital Investments
Pennsylvania
$1.92M +$115K +1,487 +6%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$1.92M -$381K -4,904 -16%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$1.89M -$44.3K -570 -2%
3 4
5
6 7

DVA Hedge Fund Activity: Q4 2022 in Review

445 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2022, worth a combined $5.75B — down 13% from $6.59B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new DVA positions and 52 closed out — a net gain of 11 holders — while 145 added to existing stakes and 171 trimmed.

The largest buyer was Invesco, adding an estimated $41.6M. The largest seller was Glenmede Trust, cutting an estimated $40.6M.

  • 445 institutional investors held DaVita (DVA) as of Q4 2022, up from 442 in Q3 2022.
  • Funds reported $5.75B of DaVita stock for Q4 2022, down 13% quarter-over-quarter.
  • 63 funds opened new DaVita positions in Q4 2022 and 52 closed out, a net change of +11 holders.
  • The largest DaVita buyer in Q4 2022 was Invesco, an estimated $41.6M added.
  • The largest DaVita seller in Q4 2022 was Glenmede Trust, an estimated $40.6M sold.

Based on aggregated 13F filings for Q4 2022.