We are live on ! Find out more
PRVA icon

Privia Health

234 hedge funds and large institutions have $2.18B invested in Privia Health in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,256% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $211K

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

6% more capital invested

Capital invested by funds: $2.05B → $2.18B (+$130M)

4% more funds holding

Funds holding: 225234 (+9)

1.29% more ownership

Funds ownership: 98.86%100.15% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
79
Reduced
89
Closed
21
Calls
$4.97M
Puts
$211K
Net Calls
+$4.76M
Net Calls Change
-$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$12.5K -$5.3K -278 -29%
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$12K +$4.16K +218 +49%
CT
203
Colonial Trust
South Carolina
$11.3K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$11K +$2.35K +123 +26%
HNB
205
Huntington National Bank
Ohio
$9.91K +$38 +2 +0.4%
CFGS
206
Concourse Financial Group Securities
Alabama
$8.03K -$1.37K -72 -14%
C
207
Covestor
United Kingdom
$8K -$81.3K -4,261 -90%
VWM
208
Venturi Wealth Management
Texas
$7.81K
WTA
209
Washington Trust Advisors
Massachusetts
$5.12K
Simplex Trading
210
Simplex Trading
Illinois
$5K +$5.99K +314 New
UB
211
UMB Bank
Missouri
$4.39K +$3K +157 +187%
PA
212
Parallel Advisors
California
$4.24K +$343 +18 +8%
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$4.1K +$706 +37 +20%
PS
214
Principal Securities
Iowa
$2.93K -$9.01K -472 -75%
CPG
215
Cornerstone Planning Group
New Jersey
$2.88K
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$2.42K -$2.69K -141 -51%
BAM
217
Bellevue Asset Management
Washington
$1.93K
SCM
218
Sterling Capital Management
North Carolina
$1.89K +$1.98K +104 New
Russell Investments Group
219
Russell Investments Group
United Kingdom
$1.64K +$343 +18 +25%
RIL
220
Rothschild Investment LLC
Illinois
$1.55K +$1.34K +70 +467%
BTI
221
Blue Trust Inc
Georgia
$1.44K -$401 -21 -20%
AAP
222
Arax Advisory Partners
Colorado
$1.26K
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$1.09K
PMAM
224
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.15K +60 New
GRP
225
Global Retirement Partners
California
$983 -$763 -40 -43%

PRVA Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Privia Health (PRVA) for Q3 2024, worth a combined $2.18B — up 6.3% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PRVA positions and 21 closed out — a net gain of 10 holders — while 79 added to existing stakes and 89 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $38.5M. The largest seller was Wellington Management Group, cutting an estimated $36.7M.

  • 234 institutional investors held Privia Health (PRVA) as of Q3 2024, up from 225 in Q2 2024.
  • Funds reported $2.18B of Privia Health stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 31 funds opened new Privia Health positions in Q3 2024 and 21 closed out, a net change of +10 holders.
  • The largest Privia Health buyer in Q3 2024 was Durable Capital Partners, an estimated $38.5M added.
  • The largest Privia Health seller in Q3 2024 was Wellington Management Group, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2024.