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439 hedge funds and large institutions have $6.32B invested in DaVita in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 161 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $88.6M | Put options by funds: $43.3M

10% more capital invested

Capital invested by funds: $5.75B → $6.32B (+$575M)

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 86.63%86.2% (-0.43%)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 161

1% less funds holding

Funds holding: 445439 (-6)

Holders
439
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
155
Reduced
161
Closed
43
Calls
$88.6M
Puts
$43.3M
Net Calls
+$45.3M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.93B
Vanguard Group
2
Vanguard Group
Pennsylvania
$497M -$3.54M -44,160 -0.7%
BlackRock
3
BlackRock
New York
$412M +$20.9M +260,783 +5%
State Street
4
State Street
Massachusetts
$206M -$4.04M -50,415 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$158M -$6.77M -84,545 -4%
Invesco
6
Invesco
Georgia
$133M -$16M -199,427 -11%
Morgan Stanley
7
Morgan Stanley
New York
$102M +$1.79M +22,363 +2%
Norges Bank
8
Norges Bank
Norway
$97M -$29M -362,512 -23%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$94.4M +$2.02M +25,161 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$85M -$7.59M -94,727 -8%
GCM
11
Gates Capital Management
New York
$84.4M -$801K -10,000 -1%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$82.8M +$72.2M +900,709 +751%
Lazard Asset Management
13
Lazard Asset Management
New York
$74.8M +$5.22M +65,155 +8%
Citadel Advisors
14
Citadel Advisors
Florida
$57M -$17.9M -223,513 -24%
Northern Trust
15
Northern Trust
Illinois
$51.5M -$1.17M -14,580 -2%
Amundi
16
Amundi
France
$50.3M -$4.23M -52,767 -8%
Charles Schwab
17
Charles Schwab
California
$45M +$971K +12,124 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$41.6M -$1.88M -23,457 -4%
Legal & General Group
19
Legal & General Group
United Kingdom
$40.3M +$109K +1,359 +0.3%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$38.4M -$8.45M -105,414 -18%
Goldman Sachs
21
Goldman Sachs
New York
$35.4M -$727K -9,074 -2%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$30.3M -$814K -10,164 -3%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$26.8M -$492K -6,145 -2%
UBS AM
24
UBS AM
Illinois
$24.1M -$1.1M -13,734 -4%
Allianz Asset Management
25
Allianz Asset Management
Germany
$23.6M +$864K +10,780 +4%

DVA Hedge Fund Activity: Q1 2023 in Review

439 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2023, worth a combined $6.32B — up 10% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DVA positions and 43 closed out — a net gain of 2 holders — while 155 added to existing stakes and 161 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $72.2M. The largest seller was Ameriprise, cutting an estimated $38.3M.

  • 439 institutional investors held DaVita (DVA) as of Q1 2023, down from 445 in Q4 2022.
  • Funds reported $6.32B of DaVita stock for Q1 2023, up 10% quarter-over-quarter.
  • 45 funds opened new DaVita positions in Q1 2023 and 43 closed out, a net change of +2 holders.
  • The largest DaVita buyer in Q1 2023 was Jacobs Levy Equity Management, an estimated $72.2M added.
  • The largest DaVita seller in Q1 2023 was Ameriprise, an estimated $38.3M sold.

Based on aggregated 13F filings for Q1 2023.