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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
AWM
201
Avior Wealth Management
Nebraska
$25.6K +$27.6K +1,307 New
SWS
202
SYSTM Wealth Solutions
Illinois
$24.6K +$7.82K +370 +42%
FHA
203
First Horizon Advisors
Tennessee
$23.6K
AAM
204
Advisors Asset Management
Colorado
$22.3K -$42 -2 -0.2%
GI
205
GAMMA Investing
California
$17.5K +$3.99K +189 +27%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$16.9K +$2.26K +107 +14%
PS
207
Principal Securities
Iowa
$12.9K -$3.82K -181 -22%
CT
208
Colonial Trust
South Carolina
$12.2K
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$10.7K +$11.9K +562 New
HNB
210
Huntington National Bank
Ohio
$10.3K +$1.44K +68 +15%
CFGS
211
Concourse Financial Group Securities
Alabama
$10K +$5.24K +248 +94%
VWM
212
Venturi Wealth Management
Texas
$8.4K +$3.76K +178 +71%
CPG
213
Cornerstone Planning Group
New Jersey
$6.99K -$1.18K -56 -13%
Osaic Holdings
214
Osaic Holdings
Arizona
$6.15K -$477K -22,573 -99%
WTA
215
Washington Trust Advisors
Massachusetts
$5.5K
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$4K +$697 +33 +19%
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.74K +$4.03K +191 New
SWM
218
Spire Wealth Management
Virginia
$3.04K +$1.35K +64 +70%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$2.63K +$1.03K +49 +58%
PA
220
Parallel Advisors
California
$2.59K -$14.4K -683 -84%
FFA
221
Farther Finance Advisors
California
$2.47K +$2.7K +128 +6,400%
BAM
222
Bellevue Asset Management
Washington
$2.08K
GRP
223
Global Retirement Partners
California
$1.84K
DA
224
Denali Advisors
California
$1.39K +$1.5K +71 New
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$1.18K

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.