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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
HWA
76
Heritage Wealth Advisors
Virginia
$87.9K -$27.2K -3,250 -24%
HighTower Advisors
77
HighTower Advisors
Illinois
$86K
AIM
78
Anchor Investment Management
South Carolina
$84.2K
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$83.7K
AIG
80
American International Group
New York
$82.1K -$7.85K -938 -9%
Wells Fargo
81
Wells Fargo
California
$76.8K +$40K +4,786 +110%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$74K
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$56.8K -$12.5K -1,496 -18%
Barclays
84
Barclays
United Kingdom
$47.8K -$45.2K -5,400 -49%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$23.6K +$6.01K +718 +34%
Legal & General Group
86
Legal & General Group
United Kingdom
$18.3K
US Bancorp
87
US Bancorp
Minnesota
$18.1K
AB
88
Amalgamated Bank
New York
$18K -$1.76K -210 -9%
SPIA
89
Steward Partners Investment Advisory
New York
$15.9K
AIP
90
Ameritas Investment Partners
Nebraska
$13.2K
TRCT
91
Tower Research Capital (TRC)
New York
$10.5K -$8.71K -1,041 -45%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$10.2K
EARNEST Partners
93
EARNEST Partners
Georgia
$10.2K
OPTFSNA
94
Old Point Trust & Financial Services N A
Virginia
$9.81K +$9.74K +1,165 New
SSB
95
Sandy Spring Bank
Maryland
$5.9K
TFA
96
Toth Financial Advisory
Virginia
$5.71K
SWM
97
Spire Wealth Management
Virginia
$5.3K +$5.27K +630 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.9K +466 New
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$3.79K
GRP
100
Global Retirement Partners
California
$1.62K +$17 +2 +1%