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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
Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
3.31%
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
$4.85M
Puts
$534K
Net Calls
+$4.31M
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Shares
Change %
CT
201
Colonial Trust
South Carolina
$14.9K +$5.6K +234 +60%
GI
202
GAMMA Investing
California
$14.2K +$14.2K +703 New
HNB
203
Huntington National Bank
Ohio
$10.5K +$3.06K +133 +41%
QL
204
Quarry LP
New York
$10K -$14.7K -640 -59%
CPG
205
Cornerstone Planning Group
New Jersey
$9.88K +$1.38K +60 +16%
TWM
206
Tradition Wealth Management
Minnesota
$9K
NICM
207
Neo Ivy Capital Management
New York
$9K +$9K +372 New
S
208
SignatureFD
Georgia
$8.61K +$8.2K +356 +1,978%
WTA
209
Washington Trust Advisors
Massachusetts
$6.47K
CFGS
210
Concourse Financial Group Securities
Alabama
$6.1K -$3.87K -168 -39%
VWM
211
Venturi Wealth Management
Texas
$5.78K
EWA
212
EverSource Wealth Advisors
Alabama
$4.17K +$4.17K +181 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$4K -$659 -29 -14%
TPCW
214
TD Private Client Wealth
New York
$3.64K +$1.64K +71 +82%
BAM
215
Bellevue Asset Management
Washington
$2.44K
GRP
216
Global Retirement Partners
California
$2.01K +$2.01K +94 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$1.96K +$1.96K +85 New
SWM
218
Spire Wealth Management
Virginia
$1.9K
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.38K
Russell Investments Group
220
Russell Investments Group
United Kingdom
$1.18K +$461 +20 +65%
LC
221
Lindbrook Capital
California
$967 -$276 -12 -22%
AF
222
Allworth Financial
California
$300 +$46 +2 +18%
AWM
223
Abound Wealth Management
Tennessee
$254 +$254 +11 New
CWC
224
Carolinas Wealth Consulting
North Carolina
$247 +$22 +1 +10%
FFA
225
Farther Finance Advisors
California
$46 +$46 +2 New