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524 hedge funds and large institutions have $11.8B invested in DaVita in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 133 increasing their positions, 230 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more call options, than puts

Call options by funds: $276M | Put options by funds: $49.7M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

32% more capital invested

Capital invested by funds: $8.96B → $11.8B (+$2.83B)

7% more funds holding

Funds holding: 488524 (+36)

2.57% more ownership

Funds ownership: 85.93%88.5% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

42% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 230

Holders
524
Holders Change
+36
Holders Change %
+7.38%
% of All Funds
9.27%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
85
Increased
133
Reduced
230
Closed
43
Calls
$276M
Puts
$49.7M
Net Calls
+$226M
Net Calls Change
+$211M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.24B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01B -$55.8M -547,613 -6%
BlackRock
3
BlackRock
New York
$697M -$43.8M -430,169 -7%
State Street
4
State Street
Massachusetts
$422M -$36.7M -360,456 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$288M -$10.6M -103,874 -4%
LSV Asset Management
6
LSV Asset Management
Illinois
$281M -$4.54M -44,548 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$230M -$41.9M -411,367 -17%
KBC Group
8
KBC Group
Belgium
$201M +$1.92M +18,820 +6%
Norges Bank
9
Norges Bank
Norway
$194M -$17.7M -174,225 -10%
Invesco
10
Invesco
Georgia
$185M +$43.8M +429,759 +38%
Robeco Institutional Asset Management
11
Robeco Institutional Asset Management
Netherlands
$178M -$21.4M -209,977 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$166M -$502K -4,930 -0.3%
DC
13
DPM Capital
Florida
$160M +$2.89M +28,401 +2%
PCM
14
PAR Capital Management
Massachusetts
$143M
GCM
15
Gates Capital Management
New York
$130M -$25.4M -249,105 -18%
Northern Trust
16
Northern Trust
Illinois
$115M -$4.89M -47,958 -5%
Deutsche Bank
17
Deutsche Bank
Germany
$84.2M +$2.01M +19,778 +3%
PPA
18
Parametric Portfolio Associates
Washington
$80.2M +$2.96M +29,094 +4%
Legal & General Group
19
Legal & General Group
United Kingdom
$74.9M -$2.86M -28,047 -4%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$74.6M -$4.04M -39,705 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$74.5M +$8.13M +79,837 +14%
Charles Schwab
22
Charles Schwab
California
$70.6M -$1.22M -11,943 -2%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$69.3M +$17.2M +168,952 +43%
UBS AM
24
UBS AM
Illinois
$69.2M -$476K -4,677 -0.8%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$64.7M -$52.5M -514,945 -48%