Privia Health Group Ownership | Who Owns Privia Health Group?
Privia Health Group Ownership Summary
Privia Health Group is owned by 94.74% institutional investors, 10.49% insiders. Fmr is the largest institutional shareholder, holding 15.10% of PRVA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.45% of its assets in Privia Health Group shares.
PRVA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Privia Health Group | 94.74% | 10.49% | -5.23% |
| Sector | Healthcare Stocks | 47.31% | 8.01% | 44.69% |
| Industry | Healthcare Information Services Stocks | 50.51% | 8.11% | 41.38% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 17.90M | 15.10% | $311.06M |
| Blackrock | 17.28M | 14.58% | $300.34M |
| Vanguard group | 11.93M | 10.07% | $207.40M |
| Durable capital partners lp | 9.09M | 7.67% | $158.00M |
| Wellington management group llp | 5.44M | 4.59% | $94.49M |
| T. rowe price investment management | 5.35M | 4.52% | $93.06M |
| Riverbridge partners | 5.15M | 4.34% | $89.44M |
| State street | 4.20M | 3.54% | $72.99M |
| Principal financial group | 3.34M | 2.82% | $57.99M |
| Bank of new york mellon | 2.88M | 2.43% | $50.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Durable capital partners lp | 9.09M | 1.30% | $158.00M |
| Riverbridge partners | 5.15M | 1.22% | $89.44M |
| Pier capital | 305.11K | 0.79% | $5.30M |
| Blackbarn capital partners lp | 400.00K | 0.62% | $6.95M |
| Avidity partners management lp | 764.20K | 0.56% | $13.28M |
| Bellevue group | 1.06M | 0.30% | $18.41M |
| Rhenman & partners asset management ab | 114.00K | 0.19% | $1.98M |
| Soros fund management | 600.00K | 0.19% | $10.43M |
| Guidance capital | 23.83K | 0.16% | $494.19K |
| Peregrine capital management | 314.19K | 0.16% | $5.46M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 17.90M | 0.02% | 1.59M |
| Norges bank | 1.25M | 0.00% | 1.25M |
| Millennium management | 1.14M | 0.01% | 1.10M |
| Ubs asset management americas | 829.98K | 0.00% | 698.84K |
| Vanguard group | 11.93M | 0.00% | 533.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First light asset management | - | - | -1.10M |
| Eventide asset management | 76.21K | 0.02% | -923.79K |
| Bank of new york mellon | 2.88M | 0.01% | -594.57K |
| Wcm investment management | - | - | -572.45K |
| Senator investment group lp | - | - | -400.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.25M | 0.00% | 1.25M | $21.75M |
| Nordea investment management ab | 145.57K | 0.00% | 145.57K | $2.50M |
| Mirae asset global etfs | 134.71K | 0.01% | 134.71K | $2.34M |
| Renaissance | 64.50K | 0.00% | 64.50K | $1.12M |
| Corebridge financial | 59.25K | 0.01% | 59.25K | $1.03M |
Sold Out
| Holder | Change |
|---|---|
| Avion wealth | -25.00 |
| Lindbrook capital | -25.00 |
| Denali advisors | -71.00 |
| Spire wealth management | -130.00 |
| Farther finance advisors | -130.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 225 | -4.66% | 112,269,846 | -0.24% | 94 | 1.04% | 99 | -25.00% | 92 | 33.33% |
| Mar 31, 2024 | 236 | 3.06% | 112,540,358 | 0.52% | 95 | 1.05% | 132 | 3.13% | 69 | -4.17% |
| Dec 31, 2023 | 229 | 2.23% | 111,958,654 | 1.70% | 95 | 1.06% | 128 | 8.47% | 72 | -1.37% |
| Sep 30, 2023 | 224 | -7.44% | 110,084,252 | 0.70% | 94 | 1.05% | 118 | -31.40% | 73 | 62.22% |
| Jun 30, 2023 | 242 | 23.47% | 109,318,212 | 35.08% | 95 | 1.92% | 172 | 48.28% | 45 | -10.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.54M | 5.45% | 6.43K |
| Fidelity Select Health Care | 4.00M | 3.35% | - |
| Vanguard Total Stock Mkt Idx Inv | 3.49M | 2.92% | 3.57K |
| Vanguard Small Cap Index | 2.69M | 2.25% | -31.47K |
| iShares Russell 2000 ETF | 2.61M | 2.17% | -5.85K |
| Fidelity Advisor Health Care I | 2.50M | 2.09% | - |
| Fidelity Select Medical Tech and Devcs | 2.15M | 1.80% | 150.00K |
| T. Rowe Price Small-Cap Stock | 2.10M | 1.76% | - |
| T. Rowe Price US Small-Cap Core Equity | 2.10M | 1.76% | 39.47K |
| Strategic Advisers Fidelity US TtlStk | 1.76M | 1.48% | 164.38K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 10, 2024 | Mehrotra Parth | Chief Executive Officer | Sell | $2.50M |
| Jun 11, 2024 | Boehler Adam | - | Buy | $6.01K |
| May 29, 2024 | Boehler Adam | - | Buy | $87.55K |
| May 24, 2024 | Boehler Adam | - | Buy | $70.58K |
| May 23, 2024 | McCarthy Thomas A | - | Buy | $163.70K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 1 |
| 2024 Q2 | 7 | 8 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | 3 |
| 2023 Q3 | - | 16 |
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