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559 hedge funds and large institutions have $10.5B invested in DaVita in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $225M | Put options by funds: $137M

42% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 544559 (+15)

2% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$203M)

2.06% less ownership

Funds ownership: 88.94%86.88% (-2.1%)

22% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 215

Holders
559
Holders Change
+15
Holders Change %
+2.76%
% of All Funds
8.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
84
Increased
167
Reduced
215
Closed
59
Calls
$225M
Puts
$137M
Net Calls
+$88.1M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
126
Wakefield Asset Management
Colorado
$3.82M -$100K -727 -3%
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$3.75M -$391K -2,834 -9%
IMRF
128
Illinois Municipal Retirement Fund
Illinois
$3.68M
Skandinaviska Enskilda Banken (SEB)
129
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.65M -$2.77M -20,100 -43%
CS
130
Cannell & Spears
New York
$3.64M
Axa
131
Axa
France
$3.64M +$1.45M +10,521 +67%
LAM
132
L2 Asset Management
Massachusetts
$3.47M -$455K -3,302 -12%
Ameriprise
133
Ameriprise
Minnesota
$3.26M -$49.3K -358 -1%
Franklin Resources
134
Franklin Resources
California
$3.24M +$463K +3,357 +17%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$3.23M +$369K +2,681 +13%
STA
136
Summit Trail Advisors
New York
$3.19M -$4.27K -31 -0.1%
Truist Financial
137
Truist Financial
North Carolina
$3.11M -$482K -3,498 -13%
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$3.1M +$207K +1,503 +7%
FCBT
139
First Citizens Bank & Trust
North Carolina
$3.09M -$404K -2,930 -12%
Tudor Investment Corp
140
Tudor Investment Corp
Connecticut
$3.07M -$801K -5,811 -21%
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$3.07M -$864K -6,270 -22%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.01M +$145K +1,053 +5%
MSV
143
MN Services Vermogensbeheer
Netherlands
$2.99M -$68.9K -500 -2%
PP
144
PDT Partners
New York
$2.96M +$2M +14,498 +211%
Millennium Management
145
Millennium Management
New York
$2.94M +$2.93M +21,248 New
CIC
146
Chase Investment Counsel
Virginia
$2.93M +$2.92M +21,172 New
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$2.93M +$301K +2,186 +12%
Brown Advisory
148
Brown Advisory
Maryland
$2.93M -$60.5K -439 -2%
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$2.9M -$1.38M -10,028 -32%
HighTower Advisors
150
HighTower Advisors
Illinois
$2.9M +$350K +2,539 +14%