DaVita
456 hedge funds and large institutions have $11.4B invested in DaVita in 2013 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 150 increasing their positions, 160 reducing their positions, and 53 closing their positions.
83% more first-time investments, than exits
New positions opened: 97 | 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 → 456 (+42)
9% more capital invested
Capital invested by funds: $10.4B → $11.4B (+$946M)
3% more call options, than puts
Call options by funds: $78.3M | Put options by funds: $76M
6% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 160
1.82% less ownership
Funds ownership: 86.27% → 84.45% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$294M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$127M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$125M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$101M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$92.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$378M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$231M |
| 3 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$229M |
| 4 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
-$117M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$101M |
DVA Hedge Fund Activity: Q4 2013 in Review
456 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2013, worth a combined $11.4B — up 9.1% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new DVA positions and 53 closed out — a net gain of 44 holders — while 150 added to existing stakes and 160 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $378M.
- 456 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 9.1% quarter-over-quarter.
- 97 funds opened new DaVita positions in Q4 2013 and 53 closed out, a net change of +44 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.