DaVita
503 hedge funds and large institutions have $12.3B invested in DaVita in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 38 closing their positions.
97% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 38
62% more call options, than puts
Call options by funds: $36.1M | Put options by funds: $22.3M
7% more funds holding
Funds holding: 471 → 503 (+32)
7% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 165
0.04% more ownership
Funds ownership: 83.37% → 83.41% (+0.04%)
6% less capital invested
Capital invested by funds: $13B → $12.3B (-$718M)
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$38.9M |
| 2 |
D.E. Shaw & Co
New York
|
+$38.1M |
| 3 |
Renaissance Technologies
New York
|
+$37.8M |
| 4 |
Two Sigma Investments
New York
|
+$37.4M |
| 5 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$573M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$198M |
| 3 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$52.3M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$30M |
| 5 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$28.7M |
DVA Hedge Fund Activity: Q4 2015 in Review
503 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2015, worth a combined $12.3B — down 5.5% from $13B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new DVA positions and 38 closed out — a net gain of 37 holders — while 176 added to existing stakes and 165 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $38.9M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $573M sold.
- 503 institutional investors held DaVita (DVA) as of Q4 2015, up from 471 in Q3 2015.
- Funds reported $12.3B of DaVita stock for Q4 2015, down 5.5% quarter-over-quarter.
- 75 funds opened new DaVita positions in Q4 2015 and 38 closed out, a net change of +37 holders.
- The largest DaVita buyer in Q4 2015 was Neuberger Berman Group, an estimated $38.9M added.
- The largest DaVita seller in Q4 2015 was Lone Pine Capital, an estimated $573M sold.
Based on aggregated 13F filings for Q4 2015.