We are live on ! Find out more

483 hedge funds and large institutions have $8.65B invested in DaVita in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $131M | Put options by funds: $38.8M

60% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 58

7% more funds holding

Funds holding: 452483 (+31)

2% less capital invested

Capital invested by funds: $8.8B → $8.65B (-$154M)

1.27% less ownership

Funds ownership: 91.86%90.58% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

30% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 193

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
10.64%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
93
Increased
135
Reduced
193
Closed
58
Calls
$131M
Puts
$38.8M
Net Calls
+$91.9M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.9B -$36.9M -470,000 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$819M +$22.7M +289,371 +3%
BlackRock
3
BlackRock
New York
$546M -$9.47M -120,507 -2%
State Street
4
State Street
Massachusetts
$344M -$18.9M -240,232 -5%
PCM
5
PAR Capital Management
Massachusetts
$316M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$246M -$6.25M -79,482 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$209M +$43.8M +556,781 +25%
Norges Bank
8
Norges Bank
Norway
$165M -$105M -1,332,801 -38%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$125M -$3.55M -45,162 -3%
Invesco
10
Invesco
Georgia
$115M -$37.6M -478,797 -24%
DC
11
DPM Capital
Florida
$109M
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$106M +$94M +1,195,328 +609%
GCM
13
Gates Capital Management
New York
$98.1M -$73.7M -937,066 -42%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$88.9M +$4.44M +56,438 +5%
Ameriprise
15
Ameriprise
Minnesota
$82.8M +$63.3M +805,170 +284%
Northern Trust
16
Northern Trust
Illinois
$81.7M -$3.43M -43,604 -4%
Goldman Sachs
17
Goldman Sachs
New York
$77M +$22.3M +284,257 +39%
JP Morgan Chase
18
JP Morgan Chase
New York
$68.5M +$41.5M +527,706 +141%
Boston Partners
19
Boston Partners
Massachusetts
$66M +$274K +3,485 +0.4%
Renaissance Technologies
20
Renaissance Technologies
New York
$65.4M +$3.31M +42,122 +5%
Legal & General Group
21
Legal & General Group
United Kingdom
$55.9M -$3.24M -41,261 -5%
Deutsche Bank
22
Deutsche Bank
Germany
$55.2M +$11.9M +151,265 +26%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$55M +$7.73M +98,380 +15%
Charles Schwab
24
Charles Schwab
California
$54.2M +$1.09M +13,902 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$48.2M +$49.9M +634,166 New

DVA Hedge Fund Activity: Q1 2020 in Review

483 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2020, worth a combined $8.65B — down 1.7% from $8.8B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DVA positions and 58 closed out — a net gain of 35 holders — while 135 added to existing stakes and 193 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $94M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $144M sold.

  • 483 institutional investors held DaVita (DVA) as of Q1 2020, up from 452 in Q4 2019.
  • Funds reported $8.65B of DaVita stock for Q1 2020, down 1.7% quarter-over-quarter.
  • 93 funds opened new DaVita positions in Q1 2020 and 58 closed out, a net change of +35 holders.
  • The largest DaVita buyer in Q1 2020 was Robeco Institutional Asset Management, an estimated $94M added.
  • The largest DaVita seller in Q1 2020 was Glenview Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2020.