DaVita
503 hedge funds and large institutions have $7.5B invested in DaVita in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 158 increasing their positions, 183 reducing their positions, and 37 closing their positions.
95% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 37
7% more funds holding
Funds holding: 471 → 503 (+32)
0.44% more ownership
Funds ownership: 86.34% → 86.78% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $7.86B → $7.5B (-$362M)
14% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 183
63% less call options, than puts
Call options by funds: $112M | Put options by funds: $300M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$56.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$29.9M |
| 3 |
Millennium Management
New York
|
+$29.8M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$22.3M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$55.2M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$22.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$21.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$13.9M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$13.4M |
DVA Hedge Fund Activity: Q3 2023 in Review
503 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q3 2023, worth a combined $7.5B — down 4.6% from $7.86B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new DVA positions and 37 closed out — a net gain of 35 holders — while 158 added to existing stakes and 183 trimmed.
The largest buyer was Marshall Wace, adding an estimated $56.3M. The largest seller was UBS Group, cutting an estimated $55.2M.
- 503 institutional investors held DaVita (DVA) as of Q3 2023, up from 471 in Q2 2023.
- Funds reported $7.5B of DaVita stock for Q3 2023, down 4.6% quarter-over-quarter.
- 72 funds opened new DaVita positions in Q3 2023 and 37 closed out, a net change of +35 holders.
- The largest DaVita buyer in Q3 2023 was Marshall Wace, an estimated $56.3M added.
- The largest DaVita seller in Q3 2023 was UBS Group, an estimated $55.2M sold.
Based on aggregated 13F filings for Q3 2023.