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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
Aviva
151
Aviva
United Kingdom
$2.42M -$431K -5,483 -15%
JG
152
Jefferies Group
New York
$2.42M -$6.17M -78,438 -71%
SLAM
153
Swiss Life Asset Management
$2.42M +$557K +7,088 +29%
FAF
154
Fjarde Ap-fonden
Sweden
$2.4M -$731K -9,300 -23%
Acadian Asset Management
155
Acadian Asset Management
Massachusetts
$2.37M +$1.94M +24,736 +388%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$2.32M +$1.15M +14,616 +92%
TD Asset Management
157
TD Asset Management
Ontario, Canada
$2.27M -$575K -7,319 -20%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2M -$1.35M -17,193 -37%
Brown Advisory
159
Brown Advisory
Maryland
$2.19M -$23.8K -303 -1%
VIA
160
Vident Investment Advisory
Georgia
$2.16M -$500K -6,358 -18%
BPM
161
Bowling Portfolio Management
Ohio
$2.15M -$728K -9,259 -25%
SFS
162
Sowell Financial Services
Arkansas
$2.15M -$400K -5,091 -15%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$2.13M +$222K +2,825 +11%
CS
164
Candriam SCA
Luxembourg
$2.12M
BC
165
Brinker Capital
Pennsylvania
$2.11M -$430K -5,467 -16%
TI
166
Trexquant Investment
Connecticut
$2.08M -$3.46M -44,066 -62%
Financial Engines Advisors
167
Financial Engines Advisors
California
$2.07M -$278K -3,540 -11%
CA
168
Continental Advisors
Utah
$2.07M -$1.34M -17,000 -38%
Axa
169
Axa
France
$2.07M +$2.14M +27,227 New
ECM
170
Endurant Capital Management
California
$2.07M +$1.19M +15,162 +126%
BCM
171
Bridgeway Capital Management
Texas
$1.96M -$503K -6,400 -20%
UFF
172
USA Financial Formulas
Michigan
$1.9M +$1.97M +25,008 New
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$1.82M +$138K +1,755 +8%
AAMU
174
AEGON Asset Management (UK)
United Kingdom
$1.76M
Nomura Asset Management
175
Nomura Asset Management
Japan
$1.76M -$32.9K -418 -2%

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.