undamentalytics Newsletter

DaVita: which funds bought and sold

Institutions that bought and sold DaVita shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 299 institutions that filed 13F reports for both quarters added to or opened positions in DaVita, and 288 cut or closed them. Together they sold a net 3.4M shares, −5.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.9M shares (−4.9%); index fund managers were net sellers of 678K shares (−6.9%). 112 opened a new position and 65 sold out entirely.

Bought, Q2 2026 299 institutions, 112 of them new holders Sold, Q2 2026 288 institutions, 65 of them sold out
Net change, all compared −3.4M shares (−5.4%)
Net change, active managers −1.9M shares (−4.9%), 27 bought, 38 sold

Buyers versus sellers

institutions compared, 682
Active managers and hedge funds 27 bought · 38 sold · −1.9M
Index fund managers 2 bought · 10 sold · −678K
Other institutions 270 bought · 240 sold · −827K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bank Of America Corp +411K +170.5% 652K $145M
Neuberger Berman Group LLC Active manager +393K +74.0% 926K $206M
Acadian Asset Management LLC Active manager +263K +385.6% 331K $73.6M
Holocene Advisors, LP Hedge fund +238K New position 238K $52.9M
AQR Capital Management LLC Hedge fund +178K +43.4% 588K $128M
D. E. Shaw & Co., Inc. Hedge fund +136K +27.0% 641K $143M
Los Angeles Capital Management LLC Active manager +129K +874.2% 144K $32M
First Trust Advisors LP +116K +307.4% 154K $34.2M
Barclays PLC +106K +119.6% 195K $43.4M
Envestnet Asset Management Inc +96K +938.6% 106K $23.6M
Davidson Kempner Capital Management LP Hedge fund +80K +238.6% 113K $25.2M
FMR LLC Active manager +78K +212.0% 115K $25.5M
Candriam S.C.A. +57K New position 57K $12.7M
Assenagon Asset Management S.A. +55K +161.1% 90K $19.9M
Danske Bank A/S +53K +835.6% 59K $13.1M
Price T Rowe Associates Inc Active manager +52K +102.4% 102K $22.8M
Verition Fund Management LLC Hedge fund +42K +2231.2% 44K $9.7M
Prospera Financial Services Inc +39K +1253.5% 43K $9.5M
Marshall Wace, LLP Hedge fund +35K +2324.2% 37K $8.2M
Russell Investments Group, Ltd. +33K +81.7% 74K $16.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Berkshire Hathaway Inc Active manager −1.2M −4.1% 28.9M $6.4B
Citadel Advisors LLC Hedge fund −520K −72.2% 200K $44.5M
Woodline Partners LP Hedge fund −350K −77.3% 103K $22.9M
UBS Group AG −345K −53.1% 305K $67.9M
Freestone Grove Partners LP Hedge fund −315K Sold out 0 —
Blackrock, Inc. Index funds −306K −11.1% 2.5M $548M
Invesco Ltd. −256K −17.4% 1.2M $270M
Arrowstreet Capital, Limited Partnership Hedge fund −221K −19.9% 889K $198M
HRT Financial LP −217K −75.6% 70K $15.6M
Renaissance Technologies LLC Hedge fund −183K −96.6% 6,400 $1.4M
Doma Perpetual Capital Management LLC −156K −49.5% 160K $35.5M
SG Americas Securities, LLC −146K −68.9% 66K $14.7M
Engineers Gate Manager LP Hedge fund −141K Sold out 0 —
Vanguard Portfolio Management LLC Index funds −102K −6.9% 1.4M $307M
Squarepoint Ops LLC Hedge fund −96K −95.7% 4,293 $955,107
Geode Capital Management, LLC Index funds −86K −9.2% 854K $190M
Vanguard Capital Management LLC Index funds −79K −3.6% 2.1M $468M
Todd Asset Management LLC −76K −34.0% 147K $32.7M
Teachers Retirement System Of The State Of Kentucky −75K −33.5% 150K $33.3M
Man Group PLC Hedge fund −70K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Holocene Advisors, LPHedge fund 238K $52.9M
Candriam S.C.A. 57K $12.7M
Counterpoint Mutual Funds LLC 33K $7.4M
Tredje Ap-Fonden 30K $6.8M
Wakefield Asset Management LLLP 26K $5.9M
Cwa Asset Management Group, LLC 22K $5M
Informed Momentum Co LLC 22K $4.8M
Waterloo Capital, L.P. 18K $4.1M
AGF Management Ltd 16K $3.5M
CIBC World Market Inc. 14K $3.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Freestone Grove Partners LPHedge fund 315K $48.4M
Engineers Gate Manager LPHedge fund 141K $21.7M
Man Group PLCHedge fund 70K $10.7M
Fund 1 Investments, LLC 54K $8.3M
Ranmore Fund Management Ltd 50K $7.7M
Voloridge Investment Management, LLCHedge fund 49K $7.6M
Armistice Capital, LLCHedge fund 43K $6.6M
Campbell & Co Investment Adviser LLC 22K $3.4M
Point72 Asset Management, L.P.Hedge fund 22K $3.4M
Fora Capital, LLC 21K $3.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
625
Ten largest holders
71.0%
of 13F-reported shares
Index fund managers
15.5%
of 13F-reported shares
Active managers and hedge funds
60.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 27 38 7 16 −1.9M −4.9%
Index fund managers 2 10 0 0 −678K −6.9%
Other institutions 270 240 105 49 −827K −5.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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