DaVita
489 hedge funds and large institutions have $8.96B invested in DaVita in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 146 increasing their positions, 219 reducing their positions, and 61 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
11% more call options, than puts
Call options by funds: $162M | Put options by funds: $146M
0% less capital invested
Capital invested by funds: $9B → $8.96B (-$42.9M)
3% less funds holding
Funds holding: 502 → 489 (-13)
7.65% less ownership
Funds ownership: 93.46% → 85.81% (-7.6%)
16% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 61
33% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 219
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$122M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$45.1M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$23.9M |
| 4 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$18.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$171M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$105M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$80.2M |
| 4 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$74.8M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$64.1M |
DVA Hedge Fund Activity: Q3 2020 in Review
489 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q3 2020, worth a combined $8.96B — down 0.48% from $9B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of DVA and 51 opened new positions — a net loss of 10 holders — while 219 trimmed existing stakes and 146 added.
The largest buyer was LSV Asset Management, adding an estimated $122M. The largest seller was Berkshire Hathaway, cutting an estimated $171M.
- 489 institutional investors held DaVita (DVA) as of Q3 2020, down from 502 in Q2 2020.
- Funds reported $8.96B of DaVita stock for Q3 2020, down 0.48% quarter-over-quarter.
- 51 funds opened new DaVita positions in Q3 2020 and 61 closed out, a net change of -10 holders.
- The largest DaVita buyer in Q3 2020 was LSV Asset Management, an estimated $122M added.
- The largest DaVita seller in Q3 2020 was Berkshire Hathaway, an estimated $171M sold.
Based on aggregated 13F filings for Q3 2020.