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Privia Health
PRVA

226 hedge funds and large institutions have $2.72B invested in Privia Health in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

807% more call options, than puts

Call options by funds: $4.84M | Put options by funds: $534K

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 72

7% more capital invested

Capital invested by funds: $2.55B → $2.72B (+$169M)

5.5% more ownership

Funds ownership: 94.62% → 100.12% (+5.5%)

4% more funds holding

Funds holding: 218 → 226 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
96
Reduced
72
Closed
19
Calls
$4.84M
Puts
$534K
Net Calls
+$4.31M
Net Calls Change
-$137K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.2M
2
Morgan Stanley
Morgan Stanley
New York
+$32M
3
BlackRock
BlackRock
New York
+$15.6M
4
State Street
State Street
Massachusetts
+$10.7M
5
RP
Riverbridge Partners
Minnesota
+$7.8M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$19M
2
William Blair & Company
William Blair & Company
Illinois
-$16.2M
3
SAM
Silvercrest Asset Management
New York
-$12.8M
4
SAM
Sectoral Asset Management
Quebec, Canada
-$9.05M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$7.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$4.36M +$529K +23,625 +14%
Swiss National Bank
52
Swiss National Bank
Switzerland
$4.26M -$412K -18,400 -9%
OAM
53
Oppenheimer Asset Management
New York
$4.26M +$518K +23,127 +14%
AACP
54
Advantage Alpha Capital Partners
California
$4.08M +$512K +22,879 +15%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$3.97M +$1.18M +52,513 +44%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$3.86M -$1.27M -56,744 -25%
AG
57
AlTi Global
New York
$3.75M +$3.64M +162,615 New
GLA
58
Great Lakes Advisors
Illinois
$3.51M -$30.9K -1,379 -0.9%
Stifel Financial
59
Stifel Financial
Missouri
$3.19M +$1.1M +49,357 +55%
BCP
60
BlackBarn Capital Partners
New York
$3.11M +$3.02M +135,000 New
AllianceBernstein
61
AllianceBernstein
Tennessee
$3.11M – – –
PM
62
Prosight Management
Texas
$3.04M +$2.96M +132,158 New
CS
63
Credit Suisse
Switzerland
$2.98M +$17K +761 +0.6%
Goldman Sachs
64
Goldman Sachs
New York
$2.97M +$2.67M +119,407 +1,238%
UBS AM
65
UBS AM
Illinois
$2.78M +$137K +6,119 +5%
Prudential Financial
66
Prudential Financial
New Jersey
$2.77M -$14.8K -660 -0.5%
BA
67
Bridgewater Associates
Connecticut
$2.66M -$265K -11,826 -9%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$2.61M +$385K +17,211 +18%
UBS Group
69
UBS Group
Switzerland
$2.52M +$1.71M +76,341 +229%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$2.35M -$91.3K -4,078 -4%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.34M +$389K +17,397 +21%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$2.31M +$158K +7,041 +8%
MCM
73
McKinley Capital Management
Alaska
$2.28M – – –
PP
74
PDT Partners
New York
$2.17M -$523K -23,349 -20%
AP
75
Advisors Preferred
Maryland
$2.14M +$2.02M +90,149 New
1 2
3
4 5

PRVA Hedge Fund Activity: Q4 2023 in Review

226 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Privia Health (PRVA) for Q4 2023, worth a combined $2.72B — up 6.6% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PRVA positions and 19 closed out — a net gain of 12 holders — while 96 added to existing stakes and 72 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $35.2M. The largest seller was Janus Henderson Group, cutting an estimated $19M.

  • 226 institutional investors held Privia Health (PRVA) as of Q4 2023, up from 218 in Q3 2023.
  • Funds reported $2.72B of Privia Health stock for Q4 2023, up 6.6% quarter-over-quarter.
  • 31 funds opened new Privia Health positions in Q4 2023 and 19 closed out, a net change of +12 holders.
  • The largest Privia Health buyer in Q4 2023 was Fidelity Investments, an estimated $35.2M added.
  • The largest Privia Health seller in Q4 2023 was Janus Henderson Group, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2023.