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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
PAM
126
Panagora Asset Management
Massachusetts
$3.62M -$158K -2,015 -4%
MC
127
Maverick Capital
Texas
$3.48M -$1.29M -16,379 -26%
CC
128
Cannell & Co
New York
$3.45M
Wellington Management Group
129
Wellington Management Group
Massachusetts
$3.44M -$2.74M -34,915 -44%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$3.31M -$2.08M -26,413 -38%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$3.28M -$145K -1,841 -4%
AIG
132
American International Group
New York
$3.18M +$872K +11,097 +36%
CIC
133
Chase Investment Counsel
Virginia
$3.18M +$3.29M +41,800 New
SEI Investments
134
SEI Investments
Pennsylvania
$3.1M -$791K -10,064 -20%
ZIM
135
Zacks Investment Management
Illinois
$3.01M +$2.75K +35 +0.1%
A
136
AustralianSuper
Australia
$2.88M -$1.13M -14,383 -28%
Federated Hermes
137
Federated Hermes
Pennsylvania
$2.85M +$2.69M +34,238 +1,075%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$2.84M +$948K +12,060 +48%
First Eagle Investment Management
139
First Eagle Investment Management
New York
$2.83M -$4.41M -56,100 -60%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$2.8M -$335K -4,258 -10%
CEP
141
Chicago Equity Partners
Illinois
$2.77M -$292K -3,710 -9%
GC
142
Guggenheim Capital
Illinois
$2.75M -$404K -5,137 -12%
Balyasny Asset Management
143
Balyasny Asset Management
Illinois
$2.71M +$2.81M +35,682 New
DCM
144
Dupont Capital Management
Delaware
$2.61M +$591K +7,515 +28%
GIA
145
GHP Investment Advisors
Colorado
$2.6M +$137K +1,740 +5%
SKK
146
Shepherd Kaplan Krochuk
Massachusetts
$2.55M -$1.22M -15,500 -32%
CAM
147
Chou Associates Management
Ontario, Canada
$2.49M -$5.35M -68,000 -67%
Arrowstreet Capital
148
Arrowstreet Capital
Massachusetts
$2.49M -$18.7M -238,054 -88%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$2.49M +$2.57M +32,681 New
CM
150
Caption Management
Oklahoma
$2.45M +$959K +12,200 +61%

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.