DVA ranks #879 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
DVA is a disclosed holding of Warren Buffett (Berkshire Hathaway Inc), one of the tracked superinvestors on AlphaSMO — it makes up 2.1% of that fund's own 13F portfolio.
DVA is a top-conviction position for Doma Perpetual Capital Management LLC — at 8.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in DVA belongs to Berkshire Hathaway Inc, but the position matters far more to Doma Perpetual Capital Management LLC, who has 8.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Warren Buffett has added to its DVA position for two straight quarters, increasing it by $2.8B to reach $6.4B today.
Squarepoint Ops LLC has trimmed its DVA position for two straight quarters, cutting it by $47.3M while still holding $9.0M.
DVA is up 1.8% today, and institutions have been net buyers of $1.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
