Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure. The company operates kidney dialysis centers and provides related lab services in outpatient dialysis centers. It also provides outpatient, hospital inpatient, and home-based hemodialysis services; owns clinical laboratories that provide routine laboratory tests for dialysis and other physician-prescribed laboratory tests for ESRD patients; and management and administrative services to outpatient dialysis centers. In addition, the company provides disease management services to 16,000 patients in risk-based integrated care arrangements and 7,000 patients in other integrated care arrangements; vascular access services; clinical research programs; physician services; and comprehensive kidney care services. As of December 31, 2021, it provided dialysis and administrative services in the United States through a network of 2,815 outpatient dialysis centers serving approximately 203,100 patients; and operated 339 outpatient dialysis centers located in 10 countries outside of the United States serving approximately 39,900 patients. Further, the company provides acute inpatient dialysis services in approximately 850 hospitals and related laboratory services in the United States. The company was formerly known as DaVita HealthCare Partners Inc. and changed its name to DaVita Inc. in September 2016. DaVita Inc. was incorporated in 1994 and is headquartered in Denver, Colorado.
the bull case· 3
16.00%
Rockwell Medical citing DVA as a material source of its revenue
10-Kfrom their filing6
funds on file reporting a position in the company
n-portas of Jun 30 '26634
managers reporting a position in thirteen f regulatory filings
13fJun 30 '26the bear case· 4
73.00%
revenue concentrated with Medicare Advantage plans as largest disclosed customer
10-Kfiled Feb 11 '2615 of 24
largest reporting managers reducing their reported stakes in the latest quarter
13fJun 30 '26−2.46%
change in shares held by the ten largest reporting managers in the latest quarter
13fJun 30 '2621
managers whose positions together make up four fifths of reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 2 '26 report. Not a forecast, not advice.
Of the 6 companies DaVita Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 8090, Services-Misc Health & Allied Services, NEC, from each company's own filings. Largest first.
tall tick = annual report · 2 on record
DaVita Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Services-Misc Health & Allied Services, NEC
High 184.95 at 2:30 pm ET, low 181.60 at 11:15 am ET.
635 managers report a position worth $13.6B between them, and 21 of them hold 80% of it.
DVA (DaVita Inc.) has 5 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.