Stock Analysis
Data Source: SEC EDGAR 13F
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Davita Inc (DVA)

575 + Investors. Track Smart Money conviction in DVA. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +50
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — DVA

Based on 579 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
579 hedge funds hold DVA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DVA is almost the same as a year ago (-11 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

298 buying302 selling
Last quarter: 298 funds bought or added vs 302 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+48 vs last Q)

new funds entering per quarter
Funds opening a new DVA position: 65 → 72 → 82 → 130. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 16% medium 19% new
377 out of 579 hedge funds have held DVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+22% value, -8% shares)

Value
+21%
Shares
-7%
Last quarter: total value of institutional DVA holdings rose +22% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

87 → 65 → 72 → 82 → 130 new funds/Q
New funds entering each quarter: 65 → 72 → 82 → 130. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 71% veterans vs 20% newcomers

71% veterans 9% 1-2yr 20% new
Entry-cohort mix of 604 holders: 430 (71%) are 2+ year veterans, 55 entered 1–2 years ago, and 119 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 80% AUM from top-100 funds

80% from top-100 AUM funds
61 of 577 holders are among the 100 largest funds by AUM, controlling 80% of total institutional value in DVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DVA

In 2026 Q1, 298 hedge funds were net buyers of DVA (130 opened a new position, 168 added to an existing one), while 302 reduced or exited (222 trimmed, 80 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 80% of total institutional value in DVA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +50 funds (more new holders than closures). Total institutional holders: 579.

Hedge Fund Ownership: DVA

How many hedge funds hold DVA — quarterly history vs. share price
Quarterly hedge fund ownership of DVA vs. share price

Market Analysis: DVA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DVA

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: DVA
2026 Q2 Stats Unlock in 4 days 575 + Investors

Track Smart Money conviction in DVA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 575 528 8.9%
13F Shares 63M 68M -7.58%
Total Value $9.36B $7.68B 21.88%
New Positions 127 82 +45
Increased Positions 158 173 -15
Closed Positions 80 108 -28
Reduced Positions 215 201 +14
Total Calls 13 15 -13.33%
Total Puts 14 14 -
PUT/CALL Ratio 1.08 0.93 Neutral

Statistics: DVA

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Institutional Holders (2026 Q2)

575 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DVA. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DVA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Doma Perpetual Capital Management LLC 8.25% 159,668 $35.5M
2 Gates Capital Management, Inc. 3.68% 688,136 $153.1M
3 Inlet Private Wealth, LLC 2.19% 40,475 $9.0M
4 Berkshire Hathaway Inc 2.15% 28,880,209 $6.43B
5 Urban Wealth Management, LLC 1.95% 10,076 $2.2M
6 Te Ahumairangi Investment Management Ltd 1.53% 42,612 $9.5M
7 Wakefield Asset Management LLLP 1.33% 26,488 $5.9M
8 Martin Capital Advisors, LLP 1.03% 8,864 $2.0M
9 Point Nemo Capital, LLC 0.97% 8,593 $1.9M
10 Promethos Capital, LLC 0.90% 14,913 $3.3M
11 Sage Investment Counsel LLC 0.79% 3,555 $791K
12 Callahan Advisors, LLC 0.76% 45,098 $10.0M
13 Continental Advisors LLC 0.75% 8,000 $1.8M
14 Mountain Lake Investment Management LLC 0.74% 5,312 $1.2M
15 Counterpoint Mutual Funds LLC 0.73% 33,190 $7.4M
16 Wedge Capital Management L L P/Nc 0.68% 186,227 $41.4M
17 Unifi Asset Management LP 0.66% 8,521 $968K
18 Decision Investments, Inc 0.61% 3,000 $667K
19 Todd Asset Management LLC 0.58% 146,969 $32.7M
20 Watershed Asset Management, L.L.C. 0.52% 2,590 $576K
21 Value Investment Professionals, LLC 0.47% 2,501 $556K
22 Globeflex Capital L P 0.44% 15,451 $3.4M
23 Informed Momentum Co LLC 0.43% 21,727 $4.8M
24 AlphaGrep UK Ltd 0.39% 10,278 $1.2M
25 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.39% 8,046 $1.8M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Davita Inc (DVA)

What does the Smart Money Trend signal show for DVA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DVA?

Slight buying edge — 50% buying: Last quarter: 298 funds bought or added vs 302 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DVA holders?

Elite ownership — 80% AUM from top-100 funds: 61 of 577 holders are among the 100 largest funds by AUM, controlling 80% of total institutional value in DVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DVA?

65% of holders stayed for 2+ years: 377 out of 579 hedge funds have held DVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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