Davita Inc (DVA) Hedge Fund Ownership (Q2 2026)

Davita Inc (DVA)

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

Smart Money Signals — DVA

Based on 632 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak

632 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.

📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q

+47 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

325 buying304 selling

Last quarter: 325 funds bought or added vs 304 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.

➡️

Steady new buyers — ~129 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 72 → 82 → 130 → 129. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 16% medium ■ 22% new

393 out of 632 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.

💰

Value +40% but shares only +11% — price-driven

Value

+40%

+10%

Last quarter: the total dollar value of institutional holdings rose +40%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

66 → 72 → 82 → 130 → 129 new funds/Q

New funds entering each quarter: 72 → 82 → 130 → 129. 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 — 69% veterans vs 21% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 21% new

Entry-cohort mix of 660 holders: 453 (69%) are 2+ year veterans, 71 entered 1–2 years ago, and 136 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 82% AUM from top-100 funds

82% from top-100 AUM funds

64 of 623 holders are among the 100 largest funds by AUM, controlling 82% 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	619	581	6.54%
13F Shares	61M	63M	-3.11%
Total Value	$13.11B	$9.37B	39.93%
New Positions	128	130	-2
Increased Positions	190	159	+31
Closed Positions	81	78	+3
Reduced Positions	216	217	-1
Total Calls	18	13	38.46%
Total Puts	16	14	14.29%
PUT/CALL Ratio	0.89	1.08	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

619

581

6.54%

13F Shares

61M

63M

-3.11%

Total Value

$13.11B

$9.37B

39.93%

New Positions

128

130

-2

Increased Positions

190

159

+31

Closed Positions

Reduced Positions

216

217

-1

Total Calls

38.46%

Total Puts

14.29%

PUT/CALL Ratio

0.89

1.08

Neutral

Institutional Holders (2026 Q2)

619 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DVA holders by conviction (% of portfolio weight) — 2026 Q2 · 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	Fox Hill Wealth Management	0.64%	7,212	$1.6M
19	Decision Investments, Inc	0.61%	3,000	$667K
20	Todd Asset Management LLC	0.58%	146,969	$32.7M
21	Watershed Asset Management, L.L.C.	0.52%	2,590	$576K
22	Value Investment Professionals, LLC	0.47%	2,501	$556K
23	Globeflex Capital L P	0.44%	15,451	$3.4M
24	Informed Momentum Co LLC	0.43%	21,727	$4.8M
25	AlphaGrep UK Ltd	0.39%	10,278	$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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, 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 — 52% buying: Last quarter: 325 funds bought or added vs 304 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 — 82% AUM from top-100 funds: 64 of 623 holders are among the 100 largest funds by AUM, controlling 82% 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?

62% of holders stayed for 2+ years: 393 out of 632 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.

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Davita Inc (DVA)

Smart Money Signals — DVA

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~129 new funds per quarter

62% of holders stayed for 2+ years

Value +40% but shares only +11% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 69% veterans vs 21% newcomers

Elite ownership — 82% AUM from top-100 funds

Institutional Sentiment Summary — DVA

Hedge Fund Ownership: DVA

Market Analysis: DVA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DVA

Hedge Fund Positioning: DVA

Statistics: DVA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Davita Inc (DVA)

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