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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
RBC
176
Romano Brothers & Co
Illinois
$2.14M -$27.6K -200 -1%
SOMRS
177
State of Michigan Retirement System
Michigan
$2.11M -$96.5K -700 -4%
AIM
178
Achmea Investment Management
Netherlands
$2.09M -$975K -7,072 -32%
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$2.06M -$125K -908 -6%
GT
180
Glenmede Trust
Pennsylvania
$2.05M +$29.6K +215 +1%
ASRS
181
Arizona State Retirement System
Arizona
$2.04M -$45.6K -331 -2%
II
182
IFM Investors
Australia
$2.03M
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$2.02M -$581K -4,217 -22%
Man Group
184
Man Group
United Kingdom
$2.01M -$16.2M -117,334 -89%
DBIA
185
Dumont & Blake Investment Advisors
New Jersey
$1.96M +$808K +5,860 +71%
CF
186
Corebridge Financial
Texas
$1.95M +$1.94M +14,065 New
TD Asset Management
187
TD Asset Management
Ontario, Canada
$1.95M +$38.3K +278 +2%
DekaBank Deutsche Girozentrale
188
DekaBank Deutsche Girozentrale
Germany
$1.94M +$109K +792 +6%
OTPPB
189
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.92M -$4.38M -31,813 -70%
NYLIM
190
New York Life Investment Management
New York
$1.89M +$60.5K +439 +3%
AAM
191
Advisors Asset Management
Colorado
$1.88M +$573K +4,156 +44%
CAM
192
Cresset Asset Management
Illinois
$1.83M +$289K +2,098 +19%
ECP
193
Epacria Capital Partners
Colorado
$1.81M
BHCM
194
Brevan Howard Capital Management
Jersey
$1.81M +$1.8M +13,070 New
Bank of Nova Scotia
195
Bank of Nova Scotia
Ontario, Canada
$1.8M +$852K +6,180 +91%
BCM
196
Bridgeway Capital Management
Texas
$1.79M -$1.17M -8,500 -40%
SFS
197
Sowell Financial Services
Arkansas
$1.78M +$363K +2,636 +26%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$1.77M -$193K -1,397 -10%
Osaic Holdings
199
Osaic Holdings
Arizona
$1.71M +$768K +5,573 +83%
X
200
Xponance
Pennsylvania
$1.7M -$143K -1,041 -8%