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Privia Health

234 hedge funds and large institutions have $2.85B invested in Privia Health in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 99 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $4.96M | Put options by funds: $1.52M

163% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 27

125% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 44

28% more capital invested

Capital invested by funds: $2.23B → $2.85B (+$619M)

24.04% more ownership

Funds ownership: 70.38%94.43% (+24%)

23% more funds holding

Funds holding: 191234 (+43)

Holders
234
Holders Change
+43
Holders Change %
+22.51%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
71
Increased
99
Reduced
44
Closed
27
Calls
$4.96M
Puts
$1.52M
Net Calls
+$3.43M
Net Calls Change
-$198K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
201
Russell Investments Group
United Kingdom
$56.6K -$1.53M -57,858 -96%
GG
202
Gleason Group
Kentucky
$56.1K
NICM
203
Neo Ivy Capital Management
New York
$53K +$53.9K +2,040 New
PPC
204
Park Place Capital
Alabama
$48.7K +$22.1K +837 +81%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$47.3K +$5.41K +205 +13%
FWM
206
Focused Wealth Management
New York
$47K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$46.8K +$47.3K +1,791 New
CMBA
208
C.M. Bidwell & Associates
Hawaii
$38.4K +$38.8K +1,470 New
S
209
SignatureFD
Georgia
$32.5K +$7.16K +271 +28%
FHA
210
First Horizon Advisors
Tennessee
$31.4K +$766 +29 +2%
HWM
211
HighMark Wealth Management
Minnesota
$23.5K -$11K -415 -32%
CFB
212
Cullen/Frost Bankers
Texas
$17.6K +$17.9K +676 New
LC
213
Lindbrook Capital
California
$17.4K +$3.91K +148 +29%
CPG
214
Cornerstone Planning Group
New Jersey
$14.1K +$14.2K +539 New
QCG
215
Quadrant Capital Group
Ohio
$13.5K +$13.7K +517 New
QL
216
Quarry LP
New York
$10.7K +$10.8K +408 New
CFGS
217
Concourse Financial Group Securities
Alabama
$10.6K +$10.7K +407 New
TWM
218
Tradition Wealth Management
Minnesota
$10K
HNB
219
Huntington National Bank
Ohio
$8.77K +$8.87K +336 New
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$7K +$5.84K +221 +553%
VWM
221
Venturi Wealth Management
Texas
$6.55K +$6.63K +251 New
CT
222
Colonial Trust
South Carolina
$6.4K +$6.37K +241 New
WTA
223
Washington Trust Advisors
Massachusetts
$5.98K
PVH
224
Psagot Value Holdings
Israel
$3K +$3.25K +123 New
SWM
225
Spire Wealth Management
Virginia
$2.38K +$2.4K +91 New

PRVA Hedge Fund Activity: Q2 2023 in Review

234 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Privia Health (PRVA) for Q2 2023, worth a combined $2.85B — up 28% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PRVA positions and 27 closed out — a net gain of 44 holders — while 99 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was Goldman Sachs, cutting an estimated $655M.

  • 234 institutional investors held Privia Health (PRVA) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $2.85B of Privia Health stock for Q2 2023, up 28% quarter-over-quarter.
  • 71 funds opened new Privia Health positions in Q2 2023 and 27 closed out, a net change of +44 holders.
  • The largest Privia Health buyer in Q2 2023 was Fidelity Investments, an estimated $345M added.
  • The largest Privia Health seller in Q2 2023 was Goldman Sachs, an estimated $655M sold.

Based on aggregated 13F filings for Q2 2023.