We are live on ! Find out more

503 hedge funds and large institutions have $7.5B invested in DaVita in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 37

7% more funds holding

Funds holding: 470503 (+33)

0.44% more ownership

Funds ownership: 86.34%86.78% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $7.86B → $7.5B (-$362M)

13% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 183

63% less call options, than puts

Call options by funds: $112M | Put options by funds: $300M

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
7.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
73
Increased
159
Reduced
183
Closed
37
Calls
$112M
Puts
$300M
Net Calls
-$188M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
Aquatic Capital Management
Illinois
$1.96M +$2.11M +20,700 New
DZ Bank
152
DZ Bank
Germany
$1.85M
Two Sigma Investments
153
Two Sigma Investments
New York
$1.84M -$340K -3,336 -15%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$1.82M +$394K +3,864 +25%
CWP
155
Curated Wealth Partners
California
$1.75M
RJFSA
156
Raymond James Financial Services Advisors
Florida
$1.74M -$96.1K -942 -5%
AI
157
Atom Investors
Texas
$1.72M +$1.85M +18,185 New
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$1.72M
BBVA
159
Banco Bilbao Vizcaya Argentaria
Spain
$1.68M -$39.5K -387 -2%
Mirae Asset Global Investments
160
Mirae Asset Global Investments
South Korea
$1.64M +$285K +2,790 +19%
PVI
161
Pine Valley Investments
New Jersey
$1.63M +$367K +3,597 +26%
KOC
162
Koss-Olinger Consulting
Florida
$1.62M -$340K -3,331 -16%
Truist Financial
163
Truist Financial
North Carolina
$1.6M +$110K +1,079 +7%
PAM
164
Panagora Asset Management
Massachusetts
$1.59M
BCI
165
Brinker Capital Investments
Pennsylvania
$1.58M -$533K -5,229 -24%
OPS
166
Orion Portfolio Solutions
Nebraska
$1.58M -$533K -5,229 -24%
GT
167
Glenmede Trust
Pennsylvania
$1.54M -$50.4K -494 -3%
Financial Engines Advisors
168
Financial Engines Advisors
California
$1.53M -$4.49K -44 -0.3%
BCM
169
Bayesian Capital Management
New York
$1.52M +$581K +5,700 +55%
JF
170
Jump Financial
Illinois
$1.52M +$1.64M +16,081 New
LPL Financial
171
LPL Financial
California
$1.52M +$630K +6,178 +63%
SOMRS
172
State of Michigan Retirement System
Michigan
$1.5M -$51K -500 -3%
RBC
173
Romano Brothers & Co
Illinois
$1.49M
WMSA
174
Weiss Multi-Strategy Advisers
New York
$1.48M -$2.56M -25,057 -62%
American Century Companies
175
American Century Companies
Missouri
$1.47M +$444K +4,352 +39%