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Primis Financial Corp

113 hedge funds and large institutions have $236M invested in Primis Financial Corp in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

66% more capital invested

Capital invested by funds: $142M → $236M (+$94M)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

9% more funds holding

Funds holding: 104113 (+9)

4.97% more ownership

Funds ownership: 70.6%75.56% (+5%)

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
38
Reduced
29
Closed
12
Calls
$18K
Puts
Net Calls
+$18K
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
EF
51
Empowered Funds
Pennsylvania
$567K +$39.4K +4,032 +10%
Connor, Clark & Lunn Investment Management (CC&L)
52
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$562K +$433K +44,411 New
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$552K +$131K +13,413 +44%
Goldman Sachs
54
Goldman Sachs
New York
$518K +$65.9K +6,756 +20%
Citadel Advisors
55
Citadel Advisors
Florida
$479K +$258K +26,432 +231%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$468K -$1.77K -181 -0.5%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$410K +$33K +3,385 +12%
Bank of America
58
Bank of America
North Carolina
$401K +$61.4K +6,291 +25%
MAM
59
Martingale Asset Management
Massachusetts
$386K +$298K +30,515 New
Barclays
60
Barclays
United Kingdom
$363K +$252K +25,803 +901%
JP Morgan Chase
61
JP Morgan Chase
New York
$348K -$141K -14,438 -34%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$335K +$35.4K +3,630 +16%
RC
63
RBF Capital
California
$301K
UBS Group
64
UBS Group
Switzerland
$298K +$119K +12,205 +108%
PAM
65
Panagora Asset Management
Massachusetts
$275K +$212K +21,743 New
SEI Investments
66
SEI Investments
Pennsylvania
$255K +$19.8K +2,028 +11%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$243K
BFO
68
Boston Family Office
Massachusetts
$193K -$21.4K -2,192 -13%
TA
69
Teton Advisors
New York
$190K -$48.8K -5,000 -25%
Marshall Wace
70
Marshall Wace
United Kingdom
$184K +$142K +14,550 New
TI
71
Trexquant Investment
Connecticut
$171K -$65.8K -6,741 -33%
First Trust Advisors
72
First Trust Advisors
Illinois
$162K +$125K +12,771 New
Stifel Financial
73
Stifel Financial
Missouri
$160K
CSS
74
Cubist Systematic Strategies
Connecticut
$158K +$121K +12,447 New
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$157K +$121K +12,385 New

FRST Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Primis Financial Corp (FRST) for Q4 2023, worth a combined $236M — up 66% from $142M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FRST positions and 12 closed out — a net gain of 9 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was Curi RMB Capital, adding an estimated $3.02M. The largest seller was Wellington Management Group, exiting entirely with an estimated $8.71M sold.

  • 113 institutional investors held Primis Financial Corp (FRST) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $236M of Primis Financial Corp stock for Q4 2023, up 66% quarter-over-quarter.
  • 21 funds opened new Primis Financial Corp positions in Q4 2023 and 12 closed out, a net change of +9 holders.
  • The largest Primis Financial Corp buyer in Q4 2023 was Curi RMB Capital, an estimated $3.02M added.
  • The largest Primis Financial Corp seller in Q4 2023 was Wellington Management Group, an estimated $8.71M sold.

Based on aggregated 13F filings for Q4 2023.