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559 hedge funds and large institutions have $10.5B invested in DaVita in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $225M | Put options by funds: $137M

42% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 544559 (+15)

2% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$203M)

2.06% less ownership

Funds ownership: 88.94%86.88% (-2.1%)

22% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 215

Holders
559
Holders Change
+15
Holders Change %
+2.76%
% of All Funds
8.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
84
Increased
167
Reduced
215
Closed
59
Calls
$225M
Puts
$137M
Net Calls
+$88.1M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$5B
Vanguard Group
2
Vanguard Group
Pennsylvania
$855M -$13.7M -99,608 -2%
BlackRock
3
BlackRock
New York
$685M +$27.7M +200,705 +4%
State Street
4
State Street
Massachusetts
$352M -$5.3M -38,463 -1%
Invesco
5
Invesco
Georgia
$199M -$10.7M -77,635 -5%
Morgan Stanley
6
Morgan Stanley
New York
$181M +$12.7M +92,240 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$174M -$1.87M -13,538 -1%
8KM
8
8 Knots Management
Texas
$163M
LSV Asset Management
9
LSV Asset Management
Illinois
$150M -$4.44M -32,200 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$136M -$2.55M -18,536 -2%
Northern Trust
11
Northern Trust
Illinois
$100M -$991K -7,188 -1%
GCM
12
Gates Capital Management
New York
$99.9M -$5.7M -41,364 -5%
Charles Schwab
13
Charles Schwab
California
$75.7M -$1.67M -12,082 -2%
Allianz Asset Management
14
Allianz Asset Management
Germany
$74.6M -$6.66M -48,292 -8%
JP Morgan Chase
15
JP Morgan Chase
New York
$71.6M +$16.1M +117,009 +29%
Citadel Advisors
16
Citadel Advisors
Florida
$71.2M +$62.1M +450,683 +716%
DPCM
17
Doma Perpetual Capital Management
Florida
$69.8M -$255K -1,853 -0.4%
Bank of America
18
Bank of America
North Carolina
$62.7M -$2.93M -21,239 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$61.9M -$328K -2,382 -0.5%
UBS AM
20
UBS AM
Illinois
$58.1M +$16.3M +118,580 +39%
HMC
21
Harvard Management Company
Massachusetts
$55.1M +$54.8M +397,744 New
HF
22
HRT Financial
New York
$53.2M +$52.9M +383,837 New
AI
23
Ariel Investments
Illinois
$49.8M -$35.4M -256,666 -42%
Legal & General Group
24
Legal & General Group
United Kingdom
$49M -$3.19M -23,141 -6%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$42.5M -$1.95M -14,147 -4%