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Privia Health

231 hedge funds and large institutions have $2.35B invested in Privia Health in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $2.68M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

59% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $2.18B → $2.35B (+$168M)

0.08% less ownership

Funds ownership: 100.15%100.07% (-0.08%)

1% less funds holding

Funds holding: 234231 (-3)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
102
Reduced
64
Closed
30
Calls
$7.97M
Puts
$2.68M
Net Calls
+$5.3M
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$10K +$40 +2 +0.5%
VWM
202
Venturi Wealth Management
Texas
$8.39K
C
203
Covestor
United Kingdom
$8K -$773 -39 -8%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$7.88K -$5.73K -289 -42%
WTA
205
Washington Trust Advisors
Massachusetts
$5.49K
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$4.4K
UB
207
UMB Bank
Missouri
$4.34K -$377 -19 -8%
PS
208
Principal Securities
Iowa
$4.18K +$1.05K +53 +33%
PA
209
Parallel Advisors
California
$3.93K -$634 -32 -14%
CPG
210
Cornerstone Planning Group
New Jersey
$3.66K
CIAM
211
Caitong International Asset Management
Hong Kong
$2.93K +$2.97K +150 New
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$2.78K
Amundi
213
Amundi
France
$2.45K +$2.32K +117 New
GRP
214
Global Retirement Partners
California
$2.23K +$1.19K +60 +111%
BAM
215
Bellevue Asset Management
Washington
$2.07K
SCM
216
Sterling Capital Management
North Carolina
$2.03K
Bessemer Group
217
Bessemer Group
New Jersey
$2K +$1.8K +91 New
Russell Investments Group
218
Russell Investments Group
United Kingdom
$1.76K
BIG
219
Brooklyn Investment Group
New York
$1.62K +$1.65K +83 New
RIL
220
Rothschild Investment LLC
Illinois
$1.56K -$99 -5 -6%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$1.17K
JSAM
222
J. Safra Asset Management
New York
$1.17K +$416 +21 +54%
SPIA
223
Steward Partners Investment Advisory
New York
$1.15K +$1.17K +59 New
PMAM
224
Picton Mahoney Asset Management
Ontario, Canada
$1K
APW
225
Aventura Private Wealth
Florida
$665 +$674 +34 New

PRVA Hedge Fund Activity: Q4 2024 in Review

231 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Privia Health (PRVA) for Q4 2024, worth a combined $2.35B — up 7.7% from $2.18B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PRVA and 27 opened new positions — a net loss of 3 holders — while 64 trimmed existing stakes and 102 added.

The largest buyer was Riverbridge Partners, adding an estimated $19M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $32.9M.

  • 231 institutional investors held Privia Health (PRVA) as of Q4 2024, down from 234 in Q3 2024.
  • Funds reported $2.35B of Privia Health stock for Q4 2024, up 7.7% quarter-over-quarter.
  • 27 funds opened new Privia Health positions in Q4 2024 and 30 closed out, a net change of -3 holders.
  • The largest Privia Health buyer in Q4 2024 was Riverbridge Partners, an estimated $19M added.
  • The largest Privia Health seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q4 2024.