DaVita
535 hedge funds and large institutions have $8.44B invested in DaVita in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 153 increasing their positions, 209 reducing their positions, and 48 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
81% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 48
13% more capital invested
Capital invested by funds: $7.5B → $8.44B (+$938M)
6% more funds holding
Funds holding: 503 → 535 (+32)
1.47% more ownership
Funds ownership: 86.78% → 88.25% (+1.5%)
1% less call options, than puts
Call options by funds: $277M | Put options by funds: $279M
27% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$128M |
| 2 |
AI
Ariel Investments
Chicago,
Illinois
|
+$60.9M |
| 3 |
D.E. Shaw & Co
New York
|
+$20.9M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$19.8M |
| 5 |
Amundi
Paris,
France
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$126M |
| 2 |
Lazard Asset Management
New York
|
-$68.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$55.8M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$38.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$27.6M |
DVA Hedge Fund Activity: Q4 2023 in Review
535 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2023, worth a combined $8.44B — up 13% from $7.5B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new DVA positions and 48 closed out — a net gain of 39 holders — while 153 added to existing stakes and 209 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was Millennium Management, cutting an estimated $126M.
- 535 institutional investors held DaVita (DVA) as of Q4 2023, up from 503 in Q3 2023.
- Funds reported $8.44B of DaVita stock for Q4 2023, up 13% quarter-over-quarter.
- 87 funds opened new DaVita positions in Q4 2023 and 48 closed out, a net change of +39 holders.
- The largest DaVita buyer in Q4 2023 was Morgan Stanley, an estimated $128M added.
- The largest DaVita seller in Q4 2023 was Millennium Management, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2023.