DaVita
525 hedge funds and large institutions have $11.6B 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.
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
30% more capital invested
Capital invested by funds: $8.96B → $11.6B (+$2.65B)
7% more funds holding
Funds holding: 489 → 525 (+36)
2.55% more ownership
Funds ownership: 85.81% → 88.36% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
42% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 230
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$43.8M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$22.3M |
| 3 |
Renaissance Technologies
New York
|
+$20M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$18.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$102M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$55.8M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$52.5M |
| 4 |
BlackRock
New York
|
-$43.8M |
| 5 |
Bank of New York Mellon
New York
|
-$41.9M |
DVA Hedge Fund Activity: Q4 2020 in Review
525 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2020, worth a combined $11.6B — up 30% from $8.96B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new DVA positions and 43 closed out — a net gain of 42 holders — while 133 added to existing stakes and 230 trimmed.
The largest buyer was Invesco, adding an estimated $43.8M. The largest seller was Ameriprise, cutting an estimated $102M.
- 525 institutional investors held DaVita (DVA) as of Q4 2020, up from 489 in Q3 2020.
- Funds reported $11.6B of DaVita stock for Q4 2020, up 30% quarter-over-quarter.
- 85 funds opened new DaVita positions in Q4 2020 and 43 closed out, a net change of +42 holders.
- The largest DaVita buyer in Q4 2020 was Invesco, an estimated $43.8M added.
- The largest DaVita seller in Q4 2020 was Ameriprise, an estimated $102M sold.
Based on aggregated 13F filings for Q4 2020.