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P3 Health Partners

62 hedge funds and large institutions have $83.7M invested in P3 Health Partners in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

314% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 7

248% more capital invested

Capital invested by funds: $24M → $83.7M (+$59.6M)

35% more funds holding

Funds holding: 4662 (+16)

0.6% less ownership

Funds ownership: 1.09%0.49% (-0.6%)

Holders
62
Holders Change
+16
Holders Change %
+34.78%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
29
Reduced
7
Closed
1
Calls
$10.4M
Puts
Net Calls
+$10.4M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$20.6M +$621K +4,493 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.4M +$10.1M +72,726 +198%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$14.9M -$1.93M -13,979 -12%
Ameriprise
4
Ameriprise
Minnesota
$7.8M -$1.49M -10,787 -17%
BlackRock
5
BlackRock
New York
$7.11M +$2.2M +15,897 +50%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$3.92M +$860K +6,220 +31%
EL
7
EMFO LLC
Florida
$2.78M +$756K +5,467 +42%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.2M +$596K +4,314 +42%
State Street
9
State Street
Massachusetts
$1.83M +$678K +4,906 +67%
Northern Trust
10
Northern Trust
Illinois
$960K +$345K +2,497 +64%
N
11
Nuveen
North Carolina
$470K +$334K +2,417 +334%
SMH
12
Sanders Morris Harris
Texas
$368K +$340K +2,460 New
AR
13
Advisory Research
Illinois
$349K +$45.1K +326 +16%
MGIA
14
Moneta Group Investment Advisors
Missouri
$337K
Charles Schwab
15
Charles Schwab
California
$313K +$141K +1,022 +95%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$310K +$110K +797 +62%
William Blair & Company
17
William Blair & Company
Illinois
$303K
Principal Financial Group
18
Principal Financial Group
Iowa
$211K +$4.98K +36 +3%
XT
19
XTX Topco
Cayman Islands
$200K +$185K +1,335 New
Renaissance Technologies
20
Renaissance Technologies
New York
$199K +$184K +1,331 New
SO
21
STRS Ohio
Ohio
$147K +$120K +870 +737%
E
22
Ergoteles
New York
$132K +$68.8K +498 +129%
Deutsche Bank
23
Deutsche Bank
Germany
$131K +$11.9K +86 +11%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$118K +$16.9K +122 +18%
JP Morgan Chase
25
JP Morgan Chase
New York
$95K +$36.4K +263 +71%

PIII Hedge Fund Activity: Q2 2023 in Review

62 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in P3 Health Partners (PIII) for Q2 2023, worth a combined $83.7M — up 248% from $24M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PIII positions and 1 closed out — a net gain of 16 holders — while 29 added to existing stakes and 7 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.1M. The largest seller was Janus Henderson Group, cutting an estimated $1.93M.

  • 62 institutional investors held P3 Health Partners (PIII) as of Q2 2023, up from 46 in Q1 2023.
  • Funds reported $83.7M of P3 Health Partners stock for Q2 2023, up 248% quarter-over-quarter.
  • 17 funds opened new P3 Health Partners positions in Q2 2023 and 1 closed out, a net change of +16 holders.
  • The largest P3 Health Partners buyer in Q2 2023 was Vanguard Group, an estimated $10.1M added.
  • The largest P3 Health Partners seller in Q2 2023 was Janus Henderson Group, an estimated $1.93M sold.

Based on aggregated 13F filings for Q2 2023.