DaVita
497 hedge funds and large institutions have $14.4B invested in DaVita in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 32 closing their positions.
50% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 32
2% more funds holding
Funds holding: 485 → 497 (+12)
4% less capital invested
Capital invested by funds: $14.9B → $14.4B (-$549M)
6% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 186
1.03% less ownership
Funds ownership: 85.25% → 84.22% (-1%)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
79% less call options, than puts
Call options by funds: $33M | Put options by funds: $155M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$86M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$67.2M |
| 3 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$62.2M |
| 4 |
Barclays
London,
United Kingdom
|
+$56.8M |
| 5 |
Renaissance Technologies
New York
|
+$46.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$115M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$93.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$93.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$91.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$91.1M |
DVA Hedge Fund Activity: Q2 2015 in Review
497 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q2 2015, worth a combined $14.4B — down 3.7% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new DVA positions and 32 closed out — a net gain of 16 holders — while 174 added to existing stakes and 186 trimmed.
The largest buyer was Millennium Management, adding an estimated $86M. The largest seller was Viking Global Investors, cutting an estimated $115M.
- 497 institutional investors held DaVita (DVA) as of Q2 2015, up from 485 in Q1 2015.
- Funds reported $14.4B of DaVita stock for Q2 2015, down 3.7% quarter-over-quarter.
- 48 funds opened new DaVita positions in Q2 2015 and 32 closed out, a net change of +16 holders.
- The largest DaVita buyer in Q2 2015 was Millennium Management, an estimated $86M added.
- The largest DaVita seller in Q2 2015 was Viking Global Investors, an estimated $115M sold.
Based on aggregated 13F filings for Q2 2015.