Privia Health Group, Inc. (PRVA): A Bull Case Theory
We came across a bullish thesis on Privia Health Group, Inc. on LongTermValue Research’s Substack. In this article, we will summarize the bulls’ thesis on PRVA.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 12,087,843 | $286,602,758 | +4% | 2.71% |
| 2. | Point72 Asset Management Steve Cohen | 1,480,311 | $35,098,174 | +15% | 0.04% |
| 3. | Blackbarn Capital Jonathan Carter | 1,300,000 | $30,823,000 | +20% | 2.03% |
| 4. | Freestone Grove Partners Todd Barker And Daniel Morillio | 1,213,342 | $28,768,339 | +41% | 0.21% |
| 5. | Citadel Investment Group Ken Griffin | 742,182 | $17,597,135 | +1807% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.50 | 364 | $6,006.00 | 5,773,522 | 2024-06-11 | Filing | |
| $16.50 | 5,306 | $87,549.00 | 5,773,158 | 2024-05-29 | Filing | |
| $16.49 | 4,280 | $70,577.20 | 5,767,852 | 2024-05-24 | Filing | |
| $16.37 | 10,000 | $163,700.00 | 52,611 | 2024-05-23 | Filing | |
| $16.28 | 172,642 | $2,810,611.76 | 5,763,572 | 2024-05-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.01 | 13,647 | $341,311.47 | 68,188 | 2025-12-12 | Filing | |
| $25.03 | 23,887 | $597,891.61 | 172,909 | 2025-12-12 | Filing | |
| $24.52 | 15,909 | $390,088.68 | 407,234 | 2025-05-13 | Filing | |
| $24.99 | 13,773 | $344,187.27 | 423,143 | 2025-05-12 | Filing | |
| $24.99 | 3,322 | $83,016.78 | 172,909 | 2025-05-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,964,163 | $449,640,305 | 0.01% | |
| 2. | 12,050,049 | $285,706,657 | 0.01% | |
| 3. | 11,995,970 | $284,424,449 | 0% | |
| 4. | 5,773,522 | $136,890,207 | 85.47% | |
| 5. | 4,583,590 | $108,676,918 | 2.04% |