Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DAVITA INC (DVA)

529 + 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
↓ -20
Streak
3Q ▼
Buyers last Q
46%

Smart Money Signals — DVA

Based on 502 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their DVA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
502 funds currently hold this stock — 88% of the 3.0-year high of 572 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
57 fewer hedge funds hold DVA compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

252 buying301 selling
Last quarter: 301 funds reduced or exited vs 252 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new DVA position: 82 → 61 → 69 → 80. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

73% of holders stayed for 2+ years

73% conviction (2yr+) 15% medium 13% new
365 out of 502 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.
➡️

Steady discovery — ~80 new funds/quarter

74 → 82 → 61 → 69 → 80 new funds/Q
New funds entering each quarter: 82 → 61 → 69 → 80. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 75% of holders stayed 2+ years

75% veterans 8% 1-2yr 16% new
Of 529 current holders: 399 (75%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
45 of 502 holders are among the 100 largest funds by AUM, controlling 73% 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.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

56 top-rated funds 2 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: DVA
2026 Q1 Stats Unlock in 22 days 529 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 529 553 -4.34%
13F Shares 68M 68M 0.35%
Total Value $7.66B $8.95B -14.43%
New Positions 81 70 +11
Increased Positions 214 176 +38
Closed Positions 102 99 +3
Reduced Positions 237 299 -62
Total Calls 15 14 7.14%
Total Puts 14 20 -30.0%
PUT/CALL Ratio 0.93 1.43 Neutral

Statistics: DVA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

529 + investors

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

Top 25 institutional holders of DVA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Urban Wealth Management, LLC 1.59% 10,076 $1.5M
2 Stolper Co 1.45% 37,166 $5K
3 WEDGE CAPITAL MANAGEMENT L L P/NC 0.68% 241,328 $37.1M
4 Sage Investment Counsel LLC 0.61% 3,555 $546K
5 DECISION INVESTMENTS, INC 0.52% 2,981 $458K
6 Value Investment Professionals, LLC 0.42% 2,451 $377K
7 Curated Wealth Partners LLC 0.36% 18,784 $2.9M
8 Andrew Hill Investment Advisors, Inc. 0.31% 2,263 $348K
9 ASO GROUP Ltd 0.28% 4,291
10 ROMANO BROTHERS AND COMPANY 0.25% 14,588 $2.2M
11 GHP Investment Advisors, Inc. 0.25% 39,739 $6.1M
12 Oak Thistle LLC 0.25% 16,627 $2.6M
13 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.21% 6,610 $1.0M
14 Bayforest Capital Ltd 0.20% 1,158 $178K
15 BI Asset Management Fondsmaeglerselskab A/S 0.20% 121,751 $19K
16 Radnor Capital Management, LLC 0.11% 4,800 $738K
17 DOPKINS WEALTH MANAGEMENT, LLC 0.09% 1,503 $231K
18 PFG Investments, LLC 0.08% 10,780 $1.7M
19 Peregrine Asset Advisers, Inc. 0.06% 1,500 $231K
20 ARS Wealth Advisors Group, LLC 0.05% 4,100 $630K
21 PATTON FUND MANAGEMENT, INC. 0.05% 1,890 $290K
22 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.05% 2,192 $337K
23 SG Americas Securities, LLC 0.04% 212,293 $33K
24 V-Square Quantitative Management LLC 0.03% 1,746 $268K
25 Diversified Trust Co 0.02% 7,502 $1.2M
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?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their DVA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DVA?

More sellers than buyers — 46% buying: Last quarter: 301 funds reduced or exited vs 252 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DVA holders?

Elite ownership — 73% AUM from top-100 funds: 45 of 502 holders are among the 100 largest funds by AUM, controlling 73% 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?

73% of holders stayed for 2+ years: 365 out of 502 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.