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Primis Financial Corp

106 hedge funds and large institutions have $147M invested in Primis Financial Corp in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 103106 (+3)

0.8% more ownership

Funds ownership: 69.73%70.53% (+0.8%)

12% less capital invested

Capital invested by funds: $166M → $147M (-$19.1M)

24% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 37

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
28
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EST
51
EA Series Trust
Pennsylvania
$315K +$313K +37,406 New
EF
52
Empowered Funds
Pennsylvania
$315K +$313K +37,406 New
FL
53
Fourthstone LLC
Missouri
$279K +$278K +33,190 New
TA
54
Teton Advisors
New York
$269K
EM
55
ELCO Management
New York
$265K -$102K -12,164 -28%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$244K
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$220K
ACP
58
Arcus Capital Partners
Georgia
$216K +$13.4K +1,600 +7%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$207K +$119K +14,188 +137%
RC
60
RBF Capital
California
$200K
Citigroup
61
Citigroup
New York
$181K +$122K +14,621 +212%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$181K +$9.73K +1,163 +6%
Bank of America
63
Bank of America
North Carolina
$180K -$49.7K -5,947 -22%
Deutsche Bank
64
Deutsche Bank
Germany
$154K +$36.8K +4,402 +32%
BFO
65
Boston Family Office
Massachusetts
$152K
SEI Investments
66
SEI Investments
Pennsylvania
$135K +$134K +16,013 New
Creative Planning
67
Creative Planning
Kansas
$113K +$21.4K +2,563 +24%
Stifel Financial
68
Stifel Financial
Missouri
$107K
MIM
69
MetLife Investment Management
New Jersey
$103K
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99.5K +$5.78K +691 +6%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$97.7K +$5.06K +605 +5%
UBS Group
72
UBS Group
Switzerland
$95.8K +$34.8K +4,160 +58%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$94K -$41.2K -4,929 -31%
GI
74
GAMCO Investors
Connecticut
$92.6K
CIS
75
Connors Investor Services
Pennsylvania
$88K -$5.02K -600 -5%