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Privia Health

234 hedge funds and large institutions have $2.33B invested in Privia Health in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $7.88M | Put options by funds: $2.25M

37% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 70

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

4% more funds holding

Funds holding: 226234 (+8)

0.31% more ownership

Funds ownership: 100.12%100.42% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less capital invested

Capital invested by funds: $2.72B → $2.33B (-$390M)

Holders
234
Holders Change
+8
Holders Change %
+3.54%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
96
Reduced
70
Closed
27
Calls
$7.88M
Puts
$2.25M
Net Calls
+$5.63M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
151
FDx Advisors
Illinois
$393K +$177K +8,374 +72%
LOAME
152
Lombard Odier Asset Management (Europe)
United Kingdom
$392K
GC
153
Guidance Capital
Kentucky
$388K +$446K +21,125 New
PD
154
Point72 (DIFC)
United Arab Emirates
$382K +$412K +19,488 New
State Board of Administration of Florida Retirement System
155
State Board of Administration of Florida Retirement System
Florida
$365K -$339K -16,030 -55%
IWA
156
Icon Wealth Advisors
Texas
$360K +$174K +8,238 +81%
US Bancorp
157
US Bancorp
Minnesota
$357K -$69.5K -3,290 -15%
MOACM
158
Mutual of America Capital Management
New York
$347K -$5.96K -282 -2%
Truist Financial
159
Truist Financial
North Carolina
$343K +$3.29K +156 +0.9%
IIC
160
Ironwood Investment Counsel
Arizona
$336K -$362K -17,138 -50%
VFA
161
Voya Financial Advisors
Connecticut
$335K -$11.9K -565 -3%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$314K +$338K +16,020 New
PAS
163
Park Avenue Securities
New York
$304K +$9.84K +466 +3%
Cerity Partners
164
Cerity Partners
New York
$298K +$322K +15,229 New
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$294K
PRC
166
Pearl River Capital
Michigan
$284K +$96.5K +4,568 +46%
JF
167
Jump Financial
Illinois
$283K +$306K +14,470 New
ECM
168
ExodusPoint Capital Management
New York
$267K -$851K -40,278 -75%
BFG
169
Bleakley Financial Group
New Jersey
$266K +$7.5K +355 +3%
SW
170
Simplicity Wealth
New Jersey
$266K +$287K +13,601 New
Creative Planning
171
Creative Planning
Kansas
$259K +$279K +13,228 New
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$258K
AIP
173
Ameritas Investment Partners
Nebraska
$228K
PAS
174
Point72 Asia (Singapore)
Singapore
$206K +$222K +10,518 New
AI
175
Atom Investors
Texas
$203K +$218K +10,340 New

PRVA Hedge Fund Activity: Q1 2024 in Review

234 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Privia Health (PRVA) for Q1 2024, worth a combined $2.33B — down 14% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PRVA positions and 27 closed out — a net gain of 10 holders — while 96 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $29.1M. The largest seller was Invesco, cutting an estimated $28.8M.

  • 234 institutional investors held Privia Health (PRVA) as of Q1 2024, up from 226 in Q4 2023.
  • Funds reported $2.33B of Privia Health stock for Q1 2024, down 14% quarter-over-quarter.
  • 37 funds opened new Privia Health positions in Q1 2024 and 27 closed out, a net change of +10 holders.
  • The largest Privia Health buyer in Q1 2024 was Wellington Management Group, an estimated $29.1M added.
  • The largest Privia Health seller in Q1 2024 was Invesco, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2024.