DaVita
597 hedge funds and large institutions have $11B invested in DaVita in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 171 increasing their positions, 247 reducing their positions, and 78 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 78
0.91% more ownership
Funds ownership: 88.79% → 89.7% (+0.91%)
1% less funds holding
Funds holding: 600 → 597 (-3)
10% less capital invested
Capital invested by funds: $12.2B → $11B (-$1.19B)
31% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 247
73% less call options, than puts
Call options by funds: $149M | Put options by funds: $555M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$95.2M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$57.8M |
| 3 |
Holocene Advisors
New York
|
+$47.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$43.2M |
| 5 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$73M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$67.7M |
| 3 |
JP Morgan Chase
New York
|
-$59.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$52.1M |
| 5 |
JCM
Junto Capital Management
New York
|
-$39.3M |
DVA Hedge Fund Activity: Q4 2024 in Review
597 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2024, worth a combined $11B — down 9.8% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new DVA positions and 78 closed out — a net gain of 5 holders — while 171 added to existing stakes and 247 trimmed.
The largest buyer was UBS Group, adding an estimated $95.2M. The largest seller was BlackRock, cutting an estimated $73M.
- 597 institutional investors held DaVita (DVA) as of Q4 2024, down from 600 in Q3 2024.
- Funds reported $11B of DaVita stock for Q4 2024, down 9.8% quarter-over-quarter.
- 83 funds opened new DaVita positions in Q4 2024 and 78 closed out, a net change of +5 holders.
- The largest DaVita buyer in Q4 2024 was UBS Group, an estimated $95.2M added.
- The largest DaVita seller in Q4 2024 was BlackRock, an estimated $73M sold.
Based on aggregated 13F filings for Q4 2024.