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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 %
BlackRock
1
BlackRock
New York
$359M +$5.85M +298,987 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$356M +$766K +39,158 +0.2%
DCP
3
Durable Capital Partners
Maryland
$225M +$7.39M +378,255 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$223M -$8.19M -419,169 -4%
RP
5
Riverbridge Partners
Minnesota
$114M +$18.7M +958,418 +20%
RF
6
Rubicon Founders
Tennessee
$113M
State Street
7
State Street
Massachusetts
$82.9M +$1.61M +82,099 +2%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$73.8M -$32.5M -1,661,338 -31%
Principal Financial Group
9
Principal Financial Group
Iowa
$60.2M -$3.41M -174,389 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$47.1M -$161K -8,244 -0.3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$46.1M -$4.44M -227,357 -9%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$37.1M -$31.6M -1,618,423 -46%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$29.1M +$4.82M +246,393 +20%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$27.7M +$9.83M +503,002 +55%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$27.7M +$2.71M +138,747 +11%
Northern Trust
16
Northern Trust
Illinois
$27.2M +$3.39M +173,563 +14%
Franklin Resources
17
Franklin Resources
California
$25.6M +$214K +10,926 +0.8%
Charles Schwab
18
Charles Schwab
California
$22.2M +$1.36M +69,649 +7%
Morgan Stanley
19
Morgan Stanley
New York
$20.4M -$21.7K -1,110 -0.1%
Bank of America
20
Bank of America
North Carolina
$20M +$966K +49,389 +5%
BG
21
Bellevue Group
Switzerland
$18.6M -$2.07M -106,007 -10%
UBS AM
22
UBS AM
Illinois
$18.4M +$2.24M +114,647 +14%
Goldman Sachs
23
Goldman Sachs
New York
$18.1M +$6.37M +325,832 +54%
EAM
24
Eventide Asset Management
Massachusetts
$16.1M
SFM
25
Soros Fund Management
New York
$13.7M -$978K -50,000 -7%