Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Davita Inc (DVA)

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

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 578 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
578 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 (-12 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

297 buying301 selling
Last quarter: 297 funds bought or added vs 301 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 (+47 vs last Q)

new funds entering per quarter
Funds opening a new DVA position: 64 → 72 → 82 → 129. 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 578 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 → 64 → 72 → 82 → 129 new funds/Q
New funds entering each quarter: 64 → 72 → 82 → 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.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Of 603 current holders: 430 (71%) 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 — 77% AUM from top-100 funds

77% from top-100 AUM funds
59 of 578 holders are among the 100 largest funds by AUM, controlling 77% 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, 297 hedge funds were net buyers of DVA (129 opened a new position, 168 added to an existing one), while 301 reduced or exited (222 trimmed, 79 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 77% 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: 578.

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

-- --

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

Is It Too Late to Buy Davita Inc (DVA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DVA has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
DVA
+35.8%
XLV
+4.9%

DVA outperformed XLV by +30.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
DVA
+4.5%
XLV
+6.0%

Since the filing became public, DVA outperformed XLV by -1.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

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:
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 13.04% 316,025 $48.6M
2 Gates Capital Management, Inc. 3.04% 723,008 $111.1M
3 Berkshire Hathaway Inc 1.76% 30,100,585 $4.63B
4 Inlet Private Wealth, LLC 1.59% 40,500 $6.2M
5 Urban Wealth Management, LLC 1.59% 10,076 $1.5M
6 Te Ahumairangi Investment Management Ltd 1.53% 59,330 $9.1M
7 Promethos Capital, LLC 1.20% 28,955 $4.5M
8 Ranmore Fund Management Ltd 1.02% 50,000 $7.7M
9 Fund 1 Investments, LLC 0.96% 54,256 $8.3M
10 Continental Advisors LLC 0.86% 11,000 $1.7M
11 Martin Capital Advisors, LLP 0.86% 8,864 $1.4M
12 Point Nemo Capital, LLC 0.81% 7,988 $1.2M
13 Mountain Lake Investment Management LLC 0.71% 7,153 $1.1M
14 Wedge Capital Management L L P/Nc 0.68% 241,328 $37.1M
15 Todd Asset Management LLC 0.67% 222,677 $34.2M
16 Camelot Portfolios, LLC 0.66% 5,800 $891K
17 Sage Investment Counsel LLC 0.61% 3,555 $546K
18 Fox Hill Wealth Management 0.54% 7,267 $1.1M
19 Decision Investments, Inc 0.52% 2,981 $458K
20 Lecap Asset Management Ltd 0.49% 8,417 $1.3M
21 Watershed Asset Management, L.L.C. 0.48% 3,003 $462K
22 Callahan Advisors, LLC 0.45% 35,139 $5.4M
23 Numerai GP LLC 0.44% 28,311 $4.4M
24 Value Investment Professionals, LLC 0.42% 2,451 $377K
25 Taproot Management LP 0.37% 12,610 $1.9M
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: 297 funds bought or added vs 301 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 — 77% AUM from top-100 funds: 59 of 578 holders are among the 100 largest funds by AUM, controlling 77% 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 578 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.

Is it too late to buy Davita Inc (DVA) following the 2026 Q1 hedge fund 13F filings?

As of today, DVA has moved +4.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), DVA has gained +35.8% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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