We are live on ! Find out more
PIII icon

P3 Health Partners

66 hedge funds and large institutions have $30.8M invested in P3 Health Partners in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 6566 (+1)

0.06% less ownership

Funds ownership: 0.44%0.38% (-0.06%)

16% less capital invested

Capital invested by funds: $36.6M → $30.8M (-$5.8M)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
15
Closed
8
Calls
$4.87M
Puts
Net Calls
+$4.87M
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$18K +$3.17K +46 +22%
IFO
52
Independent Family Office
New York
$15.5K +$15.2K +220 New
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$14.9K +$14.6K +212 New
Wells Fargo
54
Wells Fargo
California
$14.8K +$3.31K +48 +30%
ISL
55
Ingalls & Snyder LLC
New York
$14K
TRCT
56
Tower Research Capital (TRC)
New York
$11.3K -$48.6K -705 -82%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$9.47K -$3.17K -46 -26%
Citigroup
58
Citigroup
New York
$8.28K +$7.93K +115 +5,750%
AB
59
Amalgamated Bank
New York
$7K -$345 -5 -5%
Legal & General Group
60
Legal & General Group
United Kingdom
$6.8K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$4.02K -$3.27M -47,376 -100%
GWS
62
Glassman Wealth Services
Virginia
$2.82K +$2.76K +40 New
AIP
63
Ameritas Investment Partners
Nebraska
$2.69K
TCM
64
Tuttle Capital Management
Connecticut
$1.24K
WAM
65
Wolverine Asset Management
Illinois
$822 -$2.21K -32 -73%
CFGS
66
Concourse Financial Group Securities
Alabama
$282
Goldman Sachs
67
Goldman Sachs
New York
-$64K -871 Closed
Point72 Asset Management
68
Point72 Asset Management
Connecticut
-$31K -421 Closed
PMEF
69
Point72 Middle East FZE
United Arab Emirates
-$29.9K -406 Closed
GAG
70
GM Advisory Group
New York
-$29.4K -400 Closed
ECM
71
ExodusPoint Capital Management
New York
-$20K -270 Closed
CSS
72
Cubist Systematic Strategies
Connecticut
-$18.9K -257 Closed
VF
73
Virtu Financial
New York
-$16K -224 Closed
Allspring Global Investments
74
Allspring Global Investments
North Carolina
-$15.4K -209 Closed

PIII Hedge Fund Activity: Q4 2023 in Review

66 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in P3 Health Partners (PIII) for Q4 2023, worth a combined $30.8M — down 16% from $36.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PIII positions and 8 closed out — a net gain of 1 holder — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $344K. The largest seller was Fidelity Investments, cutting an estimated $3.27M.

  • 66 institutional investors held P3 Health Partners (PIII) as of Q4 2023, up from 65 in Q3 2023.
  • Funds reported $30.8M of P3 Health Partners stock for Q4 2023, down 16% quarter-over-quarter.
  • 9 funds opened new P3 Health Partners positions in Q4 2023 and 8 closed out, a net change of +1 holder.
  • The largest P3 Health Partners buyer in Q4 2023 was Morgan Stanley, an estimated $344K added.
  • The largest P3 Health Partners seller in Q4 2023 was Fidelity Investments, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2023.