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Privia Health

229 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, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-3
Holders Change %
-1.29%
% of All Funds
3.05%
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
63
Closed
30
Calls
$7.97M
Puts
$2.68M
Net Calls
+$5.3M
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
201
Venturi Wealth Management
Texas
$8.39K
C
202
Covestor
United Kingdom
$8K -$734 -39 -8%
Jones Financial Companies
203
Jones Financial Companies
Missouri
$7.88K -$5.65K -289 -42%
WTA
204
Washington Trust Advisors
Massachusetts
$5.49K
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$4.4K
UB
206
UMB Bank
Missouri
$4.34K -$371 -19 -8%
PS
207
Principal Securities
Iowa
$4.18K +$1.04K +53 +33%
PA
208
Parallel Advisors
California
$3.93K -$626 -32 -14%
CPG
209
Cornerstone Planning Group
New Jersey
$3.66K
CIAM
210
Caitong International Asset Management
Hong Kong
$2.93K +$2.93K +150 New
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$2.78K
Amundi
212
Amundi
France
$2.45K +$2.45K +117 New
GRP
213
Global Retirement Partners
California
$2.23K +$1.17K +60 +111%
BAM
214
Bellevue Asset Management
Washington
$2.07K
SCM
215
Sterling Capital Management
North Carolina
$2.03K
Bessemer Group
216
Bessemer Group
New Jersey
$2K +$2K +91 New
Russell Investments Group
217
Russell Investments Group
United Kingdom
$1.76K
BIG
218
Brooklyn Investment Group
New York
$1.62K +$1.62K +83 New
RIL
219
Rothschild Investment LLC
Illinois
$1.56K -$98 -5 -6%
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$1.17K
JSAM
221
J. Safra Asset Management
New York
$1.17K +$409 +21 +54%
SPIA
222
Steward Partners Investment Advisory
New York
$1.15K +$1.15K +59 New
PMAM
223
Picton Mahoney Asset Management
Ontario, Canada
$1K
BIA
224
Bell Investment Advisors
California
$528
SS
225
SBI Securities
Japan
$293 +$293 +15 New