DaVita
415 hedge funds and large institutions have $7.2B invested in DaVita in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 89 increasing their positions, 186 reducing their positions, and 55 closing their positions.
27% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 55
4% more funds holding
Funds holding: 400 → 415 (+15)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
12.45% less ownership
Funds ownership: 91.32% → 78.88% (-12%)
16% less capital invested
Capital invested by funds: $8.54B → $7.2B (-$1.33B)
20% less call options, than puts
Call options by funds: $168M | Put options by funds: $211M
52% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 186
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$64.8M |
| 2 |
Bank of New York Mellon
New York
|
+$41M |
| 3 |
Renaissance Technologies
New York
|
+$37.5M |
| 4 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$35.7M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$169M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$164M |
| 3 |
JP Morgan Chase
New York
|
-$161M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$119M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$94M |
DVA Hedge Fund Activity: Q3 2019 in Review
415 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q3 2019, worth a combined $7.2B — down 16% from $8.54B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new DVA positions and 55 closed out — a net gain of 15 holders — while 89 added to existing stakes and 186 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $64.8M. The largest seller was BlackRock, cutting an estimated $169M.
- 415 institutional investors held DaVita (DVA) as of Q3 2019, up from 400 in Q2 2019.
- Funds reported $7.2B of DaVita stock for Q3 2019, down 16% quarter-over-quarter.
- 70 funds opened new DaVita positions in Q3 2019 and 55 closed out, a net change of +15 holders.
- The largest DaVita buyer in Q3 2019 was Nordea Investment Management, an estimated $64.8M added.
- The largest DaVita seller in Q3 2019 was BlackRock, an estimated $169M sold.
Based on aggregated 13F filings for Q3 2019.