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455 hedge funds and large institutions have $11.4B invested in DaVita in 2013 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 149 increasing their positions, 161 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 53

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more funds holding

Funds holding: 414455 (+41)

9% more capital invested

Capital invested by funds: $10.4B → $11.4B (+$973M)

3% more call options, than puts

Call options by funds: $78.3M | Put options by funds: $76M

7% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 161

1.87% less ownership

Funds ownership: 86.33%84.45% (-1.9%)

Holders
455
Holders Change
+41
Holders Change %
+9.9%
% of All Funds
13.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
96
Increased
149
Reduced
161
Closed
53
Calls
$78.3M
Puts
$76M
Net Calls
+$2.27M
Net Calls Change
+$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Concert Wealth Management
California
$4.8M +$266K +4,529 +6%
IRF
152
IBM Retirement Fund
New York
$4.7M -$133K -2,273 -3%
CA
153
Commerzbank Aktiengesellschaft
Germany
$4.57M -$435K -7,406 -10%
SOMRS
154
State of Michigan Retirement System
Michigan
$4.55M
STC
155
SEI Trust Company
Pennsylvania
$4.54M -$3.51M -59,800 -45%
EA
156
Euclid Advisors
Connecticut
$4.47M -$227K -3,870 -5%
KFC
157
Klingenstein Fields & Co
New York
$4.29M +$67.5K +1,150 +2%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.24M +$512K +8,722 +15%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.17M +$411K +7,000 +12%
OI
160
Oakbrook Investments
Illinois
$4.14M -$123K -2,096 -3%
GC
161
Globeflex Capital
California
$4.11M -$103K -1,761 -3%
Credit Agricole
162
Credit Agricole
France
$4.02M -$397K -6,760 -10%
MAA
163
Managed Account Advisors
New Jersey
$3.96M -$15.3M -260,877 -81%
TSU
164
TD Securities (USA)
New York
$3.95M +$110K +1,869 +3%
SAM
165
Shell Asset Management
Netherlands
$3.94M +$1.03M +17,558 +39%
RS
166
Robeco Schweiz
Switzerland
$3.94M -$687K -11,700 -16%
FCM
167
Force Capital Management
New York
$3.9M +$3.61M +61,579 New
SKK
168
Shepherd Kaplan Krochuk
Massachusetts
$3.89M -$136K -2,319 -4%
ASRS
169
Arizona State Retirement System
Arizona
$3.81M +$487K +8,300 +16%
NFA
170
Nationwide Fund Advisors
Ohio
$3.8M -$2.95M -50,353 -46%
RCM
171
Riverhead Capital Management
Delaware
$3.7M +$1.2M +20,403 +54%
SIP
172
Stoneridge Investment Partners
Pennsylvania
$3.64M +$3.37M +57,434 New
AAM
173
Advisors Asset Management
Colorado
$3.57M +$75K +1,278 +2%
YP
174
Yellowstone Partners
Idaho
$3.44M +$3.19M +54,302 New
CC
175
Cognios Capital
Kansas
$3.42M +$3.17M +54,024 New