DaVita (DVA)

• Market cap: $13.3B
• 1 day: -0.78%
• 5 days: 0.32%
• 1 month: 6.07%
• 3 months: 1.31%
• 6 months: -6.74%
• Year to date: 1.31%
• 1 year: 10.11%
• 5 years: 109.06%
• 10 years: 89.61%
• Sector: Healthcare
• Industry: Miscellaneous Health & Allied Services

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

3% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 79

1% less funds holding

Funds holding: 590 [Q3] → 582 (-8) [Q4]

1.78% less ownership

Funds ownership: 85.31% [Q3] → 83.53% (-1.78%) [Q4]

10% less capital invested

Capital invested by funds: $12.2B [Q3] → $11B (-$1.28B) [Q4]

31% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 241

73% less call options, than puts

Call options by funds: $149M | Put options by funds: $555M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $169 11% upside
• Avg. target: $169 11% upside
• High target: $169 11% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Barclays Andrew Mok 41% 1-year accuracy 24 / 58 met price target

11% upside $169

Equal-Weight Maintained

18 Feb 2025