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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
CT
201
Colonial Trust
South Carolina
$14.9K +$5.24K +234 +60%
GI
202
GAMMA Investing
California
$14.2K +$15.7K +703 New
HNB
203
Huntington National Bank
Ohio
$10.5K +$2.98K +133 +41%
QL
204
Quarry LP
New York
$10K -$14.3K -640 -59%
CPG
205
Cornerstone Planning Group
New Jersey
$9.88K +$1.34K +60 +16%
TWM
206
Tradition Wealth Management
Minnesota
$9K
NICM
207
Neo Ivy Capital Management
New York
$9K +$8.33K +372 New
S
208
SignatureFD
Georgia
$8.61K +$7.97K +356 +1,978%
WTA
209
Washington Trust Advisors
Massachusetts
$6.47K
CFGS
210
Concourse Financial Group Securities
Alabama
$6.1K -$3.76K -168 -39%
VWM
211
Venturi Wealth Management
Texas
$5.78K
EWA
212
EverSource Wealth Advisors
Alabama
$4.17K +$4.05K +181 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$4K -$649 -29 -14%
TPCW
214
TD Private Client Wealth
New York
$3.64K +$1.59K +71 +82%
BAM
215
Bellevue Asset Management
Washington
$2.44K
GRP
216
Global Retirement Partners
California
$2.01K +$2.1K +94 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$1.96K +$1.9K +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 +$448 +20 +65%
LC
221
Lindbrook Capital
California
$967 -$269 -12 -22%
AF
222
Allworth Financial
California
$300 +$45 +2 +18%
AWM
223
Abound Wealth Management
Tennessee
$254 +$246 +11 New
CWC
224
Carolinas Wealth Consulting
North Carolina
$247 +$22 +1 +10%
FFA
225
Farther Finance Advisors
California
$46 +$45 +2 New

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.