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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: 910 (+1)

10% more funds holding

Funds holding: 414455 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.31B +$294M +5,014,464 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$817M +$15.6M +265,557 +2%
LPC
3
Lone Pine Capital
Connecticut
$537M +$127M +2,168,750 +34%
Brown Advisory
4
Brown Advisory
Maryland
$514M +$2.63M +44,756 +0.6%
State Street
5
State Street
Massachusetts
$484M +$14.5M +247,123 +3%
TCM
6
TimesSquare Capital Management
New York
$358M +$2.18M +37,230 +0.7%
BIT
7
BlackRock Institutional Trust
California
$293M -$632K -10,764 -0.2%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$285M +$45.5M +776,194 +21%
PCM
9
Pennant Capital Management
New Jersey
$231M -$67.7M -1,154,398 -24%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$214M +$36.9M +629,508 +23%
GCM
11
Gates Capital Management
New York
$191M +$1.13M +19,221 +0.6%
Citadel Advisors
12
Citadel Advisors
Florida
$163M +$125M +2,121,855 +472%
BFA
13
BlackRock Fund Advisors
California
$158M +$5.86M +99,814 +4%
JHIU
14
Janus Henderson Investors US
Colorado
$154M -$231M -3,938,148 -62%
Northern Trust
15
Northern Trust
Illinois
$143M +$1.03M +17,540 +0.8%
Ameriprise
16
Ameriprise
Minnesota
$142M -$13.4M -227,781 -9%
EIP
17
Epoch Investment Partners
New York
$139M -$40.3M -687,134 -24%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$133M -$24.7M -421,524 -17%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$115M -$5.51M -93,935 -5%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$111M +$68.8M +1,172,764 +203%
Goldman Sachs
21
Goldman Sachs
New York
$109M +$16.4M +278,710 +19%
HL
22
Harding Loevner
New Jersey
$109M +$101M +1,718,155 New
HCM
23
Holland Capital Management
Illinois
$108M +$677K +11,545 +0.7%
Norges Bank
24
Norges Bank
Norway
$101M -$6.67M -113,651 -7%
Viking Global Investors
25
Viking Global Investors
Connecticut
$99.5M +$92.2M +1,570,667 New