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Provident Financial Services
PFS

195 hedge funds and large institutions have $988M invested in Provident Financial Services in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $303K

2.73% more ownership

Funds ownership: 66.34% → 69.07% (+2.7%)

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

1% more capital invested

Capital invested by funds: $974M → $988M (+$13.7M)

4% less funds holding

Funds holding: 204 → 195 (-9)

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

Holders
195
Holders Change
-9
Holders Change %
-4.41%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
68
Reduced
62
Closed
33
Calls
$1.75M
Puts
$303K
Net Calls
+$1.45M
Net Calls Change
+$690K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$12.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$12.3M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$7.37M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.34M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$5.57M

Top Sellers

1
Invesco
Invesco
Georgia
-$5.29M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.61M
3
KTA
Keeley-Teton Advisors
Illinois
-$3.15M
4
Principal Financial Group
Principal Financial Group
Iowa
-$2.99M
5
BlackRock
BlackRock
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$2.88K – – –
NA
177
NewEdge Advisors
Louisiana
$2.37K +$2.38K +111 New
BIA
178
Bell Investment Advisors
California
$2.22K +$537 +25 +32%
BBHC
179
Brown Brothers Harriman & Co
New York
$2.14K +$2.15K +100 New
FMII
180
Farmers & Merchants Investments Inc
Nebraska
$1.07K – – –
C
181
Covestor
United Kingdom
$1K -$43 -2 -7%
MFT
182
Moisand Fitzgerald Tamayo
Florida
$940 – – –
PA
183
Parallel Advisors
California
$897 -$1.31K -61 -59%
HS
184
Horan Securities
United States
$854 +$859 +40 New
QCG
185
Quadrant Capital Group
Ohio
$812 -$4.7K -219 -85%
ECM
186
Everence Capital Management
Indiana
$307 – – –
PAG
187
Private Advisor Group
New Jersey
$286 – – –
JWA
188
JFS Wealth Advisors
Pennsylvania
$150 +$43 +2 +40%
SC
189
Schubert & Co
Texas
$64 -$150 -7 -70%
DI
190
Disciplined Investments
Oklahoma
$64 – – –
SIC
191
SJS Investment Consulting
Ohio
$43 – – –
AF
192
Advisornet Financial
Minnesota
$43 +$43 +2 New
Point72 Asset Management
193
Point72 Asset Management
Connecticut
$43 +$43 +2 New
Citadel Advisors
194
Citadel Advisors
Florida
– -$3.61M -168,088 Closed
KTA
195
Keeley-Teton Advisors
Illinois
– -$3.15M -161,772 Closed
ECM
196
ExodusPoint Capital Management
New York
– -$1.03M -53,022 Closed
SFI
197
Susquehanna Fundamental Investments
Pennsylvania
– -$834K -42,770 Closed
AWM
198
AE Wealth Management
Kansas
– -$493K -25,280 Closed
ADIM
199
Alpha DNA Investment Management
Maryland
– -$491K -25,209 Closed
DA
200
Duality Advisers
Florida
– -$490K -25,136 Closed
5 6 7
8
9

PFS Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Provident Financial Services (PFS) for Q4 2022, worth a combined $988M — up 1.4% from $974M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PFS and 26 opened new positions — a net loss of 7 holders — while 62 trimmed existing stakes and 68 added.

The largest buyer was Goldman Sachs, adding an estimated $12.5M. The largest seller was Invesco, cutting an estimated $5.29M.

  • 195 institutional investors held Provident Financial Services (PFS) as of Q4 2022, down from 204 in Q3 2022.
  • Funds reported $988M of Provident Financial Services stock for Q4 2022, up 1.4% quarter-over-quarter.
  • 26 funds opened new Provident Financial Services positions in Q4 2022 and 33 closed out, a net change of -7 holders.
  • The largest Provident Financial Services buyer in Q4 2022 was Goldman Sachs, an estimated $12.5M added.
  • The largest Provident Financial Services seller in Q4 2022 was Invesco, an estimated $5.29M sold.

Based on aggregated 13F filings for Q4 2022.