We are live on ! Find out more

477 hedge funds and large institutions have $10.6B invested in DaVita in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 168 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 53

2% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 165

0.13% more ownership

Funds ownership: 83.83%83.96% (+0.13%)

5% less capital invested

Capital invested by funds: $11.1B → $10.6B (-$503M)

1% less funds holding

Funds holding: 482477 (-5)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

37% less call options, than puts

Call options by funds: $96.9M | Put options by funds: $154M

Holders
477
Holders Change
-5
Holders Change %
-1.04%
% of All Funds
11.89%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
57
Increased
168
Reduced
165
Closed
53
Calls
$96.9M
Puts
$154M
Net Calls
-$57.6M
Net Calls Change
-$70.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.5B
Vanguard Group
2
Vanguard Group
Pennsylvania
$996M +$19.9M +300,606 +2%
BlackRock
3
BlackRock
New York
$816M -$18.9M -285,927 -2%
State Street
4
State Street
Massachusetts
$479M -$9.43M -142,369 -2%
Boston Partners
5
Boston Partners
Massachusetts
$365M -$78.3M -1,183,425 -17%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$192M -$10.5M -158,054 -5%
Principal Financial Group
7
Principal Financial Group
Iowa
$188M +$2.84M +42,923 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$160M +$39.3M +593,383 +32%
TCM
9
TimesSquare Capital Management
New York
$152M -$30.2M -456,700 -16%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$151M +$9.54M +144,042 +7%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$144M +$14.3M +216,358 +11%
Norges Bank
12
Norges Bank
Norway
$142M -$983K -14,847 -0.7%
Northern Trust
13
Northern Trust
Illinois
$142M -$1.64M -24,723 -1%
GCM
14
Gates Capital Management
New York
$132M +$23.9M +361,734 +22%
MCMC
15
Matrix Capital Management Company
New Hampshire
$126M
PWAM
16
Park West Asset Management
California
$122M +$2.07M +31,245 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$117M +$8.13M +122,864 +7%
MNA
18
Manning & Napier Advisors
New York
$111M +$102M +1,541,476 +896%
MIHAS
19
Maj Invest Holding A/S
Denmark
$106M +$11.7M +176,916 +12%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$101M +$3.9M +58,964 +4%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$99.8M +$1.31M +19,739 +1%
JFL
22
Jarislowsky, Fraser Ltd
Quebec, Canada
$97.9M +$2.43M +36,724 +2%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$95.2M -$3.03M -45,757 -3%
Morgan Stanley
24
Morgan Stanley
New York
$94.3M +$34.6M +523,129 +56%
Goldman Sachs
25
Goldman Sachs
New York
$92M +$20.1M +303,159 +27%

DVA Hedge Fund Activity: Q2 2017 in Review

477 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q2 2017, worth a combined $10.6B — down 4.5% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DVA positions and 53 closed out — a net gain of 4 holders — while 168 added to existing stakes and 165 trimmed.

The largest buyer was Manning & Napier Advisors, adding an estimated $102M. The largest seller was Boston Partners, cutting an estimated $78.3M.

  • 477 institutional investors held DaVita (DVA) as of Q2 2017, down from 482 in Q1 2017.
  • Funds reported $10.6B of DaVita stock for Q2 2017, down 4.5% quarter-over-quarter.
  • 57 funds opened new DaVita positions in Q2 2017 and 53 closed out, a net change of +4 holders.
  • The largest DaVita buyer in Q2 2017 was Manning & Napier Advisors, an estimated $102M added.
  • The largest DaVita seller in Q2 2017 was Boston Partners, an estimated $78.3M sold.

Based on aggregated 13F filings for Q2 2017.