DVA
DaVita Inc. · Healthcare · Medical - Care Facilities
Señales de momentum (gestores comparables):
amplitud de titulares -6.7% ·
flujo de acciones -0.6% ·
nuevas posiciones netas -7.1%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 39.30K | $6.70M | n/a | n/a |
| Q2 2026 | 149 | +2 | 51.82M | $11.52B | +7 | −6 |
| Q1 2026 | 151 | -1 | 53.76M | $8.26B | +7 | −9 |
| Q4 2025 | 151 | +2 | 59.24M | $6.69B | +3 | n/a |
| Q3 2025 | 19 | +1 | 47.03M | $6.25B | +1 | −1 |
| Q2 2025 | 16 | 0 | 47.42M | $6.75B | n/a | n/a |
| Q1 2025 | 13 | -2 | 39.39M | $6.03B | n/a | −2 |
| Q4 2024 | 15 | 0 | 40.69M | $6.09B | +1 | −1 |
| Q3 2024 | 14 | -1 | 38.81M | $6.36B | n/a | −1 |
| Q2 2024 | 15 | n/a | 39.04M | $5.41B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway ✦ | 36.10M | 0.0% | $5.92B | 2.2% | Held | 2 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (pasivo) | 1.16M | -7.5% | $190.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Citadel Advisors ✦ | 433.79K | -15.6% | $71.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Arrowstreet Capital ✦ | 234.37K | +8.9% | $38.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 192.60K | +61.6% | $31.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Millennium Management ✦ | 181.54K | +754.4% | $29.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 106.98K | -27.2% | $17.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | AQR Capital Management ✦ | 99.29K | +44.9% | $16.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Gotham Asset Management ✦ | 85.49K | +37.5% | $14.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 75.30K | -13.7% | $12.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Bridgewater Associates ✦ | 60.23K | -25.4% | $9.87M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Norges Bank ✦ (pasivo) | 50.38K | -82.9% | $8.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 31.67K | +1659.3% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 2.48K | -13.6% | $407,202 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Point72 Asset Management | $9.62M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 579 tenedores, 61.79M acciones, $9.13B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.