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DaVita
DVA

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: 9 → 10 (+1)

10% more funds holding

Funds holding: 414 → 455 (+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

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$294M
2
LPC
Lone Pine Capital
Connecticut
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$125M
4
HL
Harding Loevner
New Jersey
+$101M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$92.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$378M
2
JHIU
Janus Henderson Investors US
Colorado
-$231M
3
OH
Orbis Holdings
Bermuda
-$229M
4
MCM
Munder Capital Management
Michigan
-$117M
5
WHG
Westwood Holdings Group
Texas
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
201
Summit Partners
Massachusetts
$2.64M – – –
PG
202
PEAK6 Group
Illinois
$2.56M -$2.17M -36,916 -48%
BCMU
203
BlueCrest Capital Management (UK)
Guernsey
$2.53M +$2.35M +39,971 New
MIM
204
Midwest Investment Management
Ohio
$2.37M +$177K +3,015 +9%
IHL
205
Investment House LLC
California
$2.37M +$9.39K +160 +0.4%
SIM
206
Sentry Investment Management
Wisconsin
$2.35M +$769K +13,100 +55%
ERSOT
207
Employees Retirement System of Texas
Texas
$2.35M +$880K +15,000 +68%
TCP
208
TAMRO Capital Partners
Virginia
$2.33M -$291K -4,958 -12%
CCM
209
Carderock Capital Management
Maryland
$2.28M -$823K -14,019 -28%
OTPPB
210
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.23M -$418K -7,126 -17%
SRCM
211
Swift Run Capital Management
Virginia
$2.23M +$2.07M +35,200 New
VC
212
Vestor Capital
Illinois
$2.22M -$35.2K -600 -2%
SGH
213
Sivik Global Healthcare
Connecticut
$2.22M +$2.05M +35,000 New
RFC
214
Regions Financial Corp
Alabama
$2.21M +$740K +12,613 +57%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$2.17M -$238K -4,055 -11%
Mitsubishi UFJ Asset Management
216
Mitsubishi UFJ Asset Management
Japan
$2.15M -$443K -7,552 -18%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.13M -$137K -2,342 -6%
AA
218
Apriem Advisors
California
$2.1M +$1.83M +31,155 +1,558%
URS
219
Utah Retirement Systems
Utah
$2.09M – – –
DSI
220
Daiwa SB Investments
Japan
$2.04M -$183K -3,115 -9%
CIBC World Market
221
CIBC World Market
Ontario, Canada
$1.98M +$1.84M +31,280 New
WIM
222
Waverton Investment Management
United Kingdom
$1.97M – – –
PI
223
Placemark Investments
Illinois
$1.97M -$216K -3,686 -11%
SB
224
Suntrust Banks
Georgia
$1.9M -$373K -6,351 -17%
NBC
225
Neuberger Berman Canada
Ontario, Canada
$1.9M +$1.76M +30,000 New
7 8
9
10 11

DVA Hedge Fund Activity: Q4 2013 in Review

455 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2013, worth a combined $11.4B — up 9.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new DVA positions and 53 closed out — a net gain of 43 holders — while 149 added to existing stakes and 161 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $378M.

  • 455 institutional investors held DaVita (DVA) as of Q4 2013, up from 414 in Q3 2013.
  • Funds reported $11.4B of DaVita stock for Q4 2013, up 9.3% quarter-over-quarter.
  • 96 funds opened new DaVita positions in Q4 2013 and 53 closed out, a net change of +43 holders.
  • The largest DaVita buyer in Q4 2013 was Berkshire Hathaway, an estimated $294M added.
  • The largest DaVita seller in Q4 2013 was JP Morgan Chase, an estimated $378M sold.

Based on aggregated 13F filings for Q4 2013.