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510 hedge funds and large institutions have $9.26B invested in DaVita in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 213 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 36

4% more funds holding

Funds holding: 492510 (+18)

2.14% more ownership

Funds ownership: 82.9%85.04% (+2.1%)

3% less capital invested

Capital invested by funds: $9.59B → $9.26B (-$328M)

18% less call options, than puts

Call options by funds: $91.3M | Put options by funds: $111M

33% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 213

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
510
Holders Change
+18
Holders Change %
+3.66%
% of All Funds
8.04%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
60
Increased
143
Reduced
213
Closed
36
Calls
$91.3M
Puts
$111M
Net Calls
-$19.4M
Net Calls Change
-$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.08B
Vanguard Group
2
Vanguard Group
Pennsylvania
$817M -$28.9M -257,221 -3%
BlackRock
3
BlackRock
New York
$604M -$35.6M -316,688 -6%
State Street
4
State Street
Massachusetts
$327M -$20.3M -180,666 -6%
LSV Asset Management
5
LSV Asset Management
Illinois
$255M -$6.18M -55,007 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$163M -$28M -249,247 -15%
Invesco
7
Invesco
Georgia
$150M -$19.7M -175,348 -12%
GCM
8
Gates Capital Management
New York
$144M -$36.6M -326,409 -20%
Norges Bank
9
Norges Bank
Norway
$144M +$7.27M +64,727 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$133M -$689K -6,141 -0.5%
Northern Trust
11
Northern Trust
Illinois
$84.2M -$5.76M -51,319 -6%
Ameriprise
12
Ameriprise
Minnesota
$82.7M +$12.3M +109,538 +18%
Legal & General Group
13
Legal & General Group
United Kingdom
$70.2M +$4.09M +36,427 +6%
Charles Schwab
14
Charles Schwab
California
$66.5M -$491K -4,375 -0.7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$66.2M -$3.29M -29,290 -5%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$63.7M +$27.4M +243,756 +76%
PWAM
17
Park West Asset Management
California
$63M +$44.3M +394,295 +242%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$62.1M -$3.56M -31,724 -6%
Morgan Stanley
19
Morgan Stanley
New York
$59M -$2.53M -22,535 -4%
TAM
20
Todd Asset Management
Kentucky
$55.1M +$3.45M +30,746 +7%
PPA
21
Parametric Portfolio Associates
Washington
$46.5M -$1.69M -15,033 -4%
TRSOTSOK
22
Teachers Retirement System of the State of Kentucky
Kentucky
$44.4M +$3.31M +29,494 +8%
GT
23
Glenmede Trust
Pennsylvania
$44.4M +$12.7M +113,437 +41%
UBS AM
24
UBS AM
Illinois
$41.9M -$11.7M -104,408 -22%
Allianz Asset Management
25
Allianz Asset Management
Germany
$41.7M +$508K +4,524 +1%