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Privia Health

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: 218226 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
176
Beacon Pointe Advisors
California
$208K -$57.5K -2,569 -22%
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$189K +$43.1K +1,928 +31%
BFEC
178
Benjamin F. Edwards & Company
Missouri
$158K +$154K +6,871 New
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$149K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$138K -$15.3K -684 -10%
C
181
Covestor
United Kingdom
$97K -$55.7K -2,487 -37%
SAM
182
Shell Asset Management
Netherlands
$95K -$28.2K -1,259 -23%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$94.3K +$8.1K +362 +10%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$76.6K +$3.18K +142 +4%
SOW
185
State of Wyoming
Wyoming
$76.5K +$44.2K +1,973 +146%
BEI
186
Benjamin Edwards Inc
Missouri
$75K +$22.4K +1,003 +45%
ACM
187
Aquatic Capital Management
Illinois
$62K -$528K -23,600 -90%
SAM
188
Smartleaf Asset Management
Massachusetts
$60.3K +$56.4K +2,520 New
KBC Group
189
KBC Group
Belgium
$58K -$7.7K -344 -12%
FWM
190
Focused Wealth Management
New York
$41.5K
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$38K
FHA
192
First Horizon Advisors
Tennessee
$27.7K
PPC
193
Park Place Capital
Alabama
$26.6K -$15.9K -710 -38%
AAM
194
Advisors Asset Management
Colorado
$26.3K +$3.25K +145 +15%
QCG
195
Quadrant Capital Group
Ohio
$23.2K -$14.9K -666 -40%
HWM
196
HighMark Wealth Management
Minnesota
$20.7K
SWS
197
SYSTM Wealth Solutions
Illinois
$20.4K +$19.9K +887 New
PS
198
Principal Securities
Iowa
$19.3K +$18.8K +838 New
PA
199
Parallel Advisors
California
$18.8K -$208K -9,289 -92%
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$17.5K -$23.3K -1,043 -58%

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.