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Primis Financial Corp
FRST

Overview Fund Activity

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.

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.66%
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

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$11.5M
2
FL
2
Fourthstone LLC
Missouri
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.62M
4
MCM
4
Maltese Capital Management
New York
$8.97M
5
BlackRock
5
BlackRock
New York
$23.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Franklin Resources
2
Franklin Resources
California
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$5.23M
4
BCM
4
BHZ Capital Management
California
$1.55M
5
EC
5
EJF Capital
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
101
Toth Financial Advisory
Virginia
$8.58K 678 – –
SWM
102
Spire Wealth Management
Virginia
$7.99K 643 +6 +0.9%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$6K 466 – –
GRP
104
Global Retirement Partners
California
$2.42K 196 +2 +1%
C
105
Covestor
United Kingdom
$2K 155 -28 -15%
GI
106
Gradient Investments
Minnesota
$1.73K 137 – –
GWS
107
Glassman Wealth Services
Virginia
$1.08K 85 – –
EWA
108
EverSource Wealth Advisors
Alabama
$823 65 +65 New
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$823 65 +65 New
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$760 60 -695 -92%
Federated Hermes
111
Federated Hermes
Pennsylvania
$646 51 +51 New
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$114 9 -6 -40%
Wellington Management Group
113
Wellington Management Group
Massachusetts
– – -1,069,205 Closed
Franklin Resources
114
Franklin Resources
California
– – -393,512 Closed
EC
115
EJF Capital
Virginia
– – -52,851 Closed
ACP
116
Arcus Capital Partners
Georgia
– – -22,389 Closed
Deutsche Bank
117
Deutsche Bank
Germany
– – -18,333 Closed
Creative Planning
118
Creative Planning
Kansas
– – -13,395 Closed
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -11,816 Closed
Squarepoint
120
Squarepoint
New York
– – -10,303 Closed
HWA
121
Heritage Wealth Advisors
Virginia
– – -8,127 Closed
PI
122
PEAK6 Investments
Illinois
– – -2,822 Closed
EARNEST Partners
123
EARNEST Partners
Georgia
– – -1,209 Closed
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
– – -450 Closed
CFGS
125
Concourse Financial Group Securities
Alabama
– – – –
2 3 4
5
6