DaVita
471 hedge funds and large institutions have $13B invested in DaVita in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 170 increasing their positions, 168 reducing their positions, and 55 closing their positions.
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
4% more call options, than puts
Call options by funds: $28.4M | Put options by funds: $27.3M
1% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 168
0.86% less ownership
Funds ownership: 84.22% → 83.37% (-0.86%)
5% less funds holding
Funds holding: 497 → 471 (-26)
10% less capital invested
Capital invested by funds: $14.4B → $13B (-$1.39B)
42% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$191M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$98.3M |
| 3 |
C
Consulta
London,
United Kingdom
|
+$58.2M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$43.2M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$173M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$67.5M |
| 3 |
Barclays
London,
United Kingdom
|
-$57.9M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$37.6M |
| 5 |
Millennium Management
New York
|
-$33.5M |
DVA Hedge Fund Activity: Q3 2015 in Review
471 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q3 2015, worth a combined $13B — down 9.6% from $14.4B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of DVA and 32 opened new positions — a net loss of 23 holders — while 168 trimmed existing stakes and 170 added.
The largest buyer was Lone Pine Capital, adding an estimated $191M. The largest seller was Viking Global Investors, cutting an estimated $173M.
- 471 institutional investors held DaVita (DVA) as of Q3 2015, down from 497 in Q2 2015.
- Funds reported $13B of DaVita stock for Q3 2015, down 9.6% quarter-over-quarter.
- 32 funds opened new DaVita positions in Q3 2015 and 55 closed out, a net change of -23 holders.
- The largest DaVita buyer in Q3 2015 was Lone Pine Capital, an estimated $191M added.
- The largest DaVita seller in Q3 2015 was Viking Global Investors, an estimated $173M sold.
Based on aggregated 13F filings for Q3 2015.