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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
BlackRock
1
BlackRock
New York
$359M +$5.92M +298,987 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$356M +$776K +39,158 +0.2%
DCP
3
Durable Capital Partners
Maryland
$225M +$7.5M +378,255 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$223M -$8.31M -419,169 -4%
RP
5
Riverbridge Partners
Minnesota
$114M +$19M +958,418 +20%
RF
6
Rubicon Founders
Tennessee
$113M
State Street
7
State Street
Massachusetts
$82.9M +$1.63M +82,099 +2%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$73.8M -$32.9M -1,661,338 -31%
Principal Financial Group
9
Principal Financial Group
Iowa
$60.2M -$3.46M -174,389 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$47.1M -$163K -8,244 -0.3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$46.1M -$4.51M -227,357 -9%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$37.1M -$32.1M -1,618,423 -46%
N
13
Nuveen
North Carolina
$29.1M +$4.88M +246,393 +20%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$27.7M +$9.97M +503,002 +55%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$27.7M +$2.75M +138,747 +11%
Northern Trust
16
Northern Trust
Illinois
$27.2M +$3.44M +173,563 +14%
Franklin Resources
17
Franklin Resources
California
$25.6M +$217K +10,926 +0.8%
Charles Schwab
18
Charles Schwab
California
$22.2M +$1.38M +69,649 +7%
Morgan Stanley
19
Morgan Stanley
New York
$20.4M -$22K -1,110 -0.1%
Bank of America
20
Bank of America
North Carolina
$20M +$979K +49,389 +5%
BG
21
Bellevue Group
Switzerland
$18.6M -$2.1M -106,007 -10%
UBS AM
22
UBS AM
Illinois
$18.4M +$2.27M +114,647 +14%
Goldman Sachs
23
Goldman Sachs
New York
$18.1M +$6.46M +325,832 +54%
EAM
24
Eventide Asset Management
Massachusetts
$16.1M
SFM
25
Soros Fund Management
New York
$13.7M -$991K -50,000 -7%

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.