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Provident Financial Services

250 hedge funds and large institutions have $1.64B invested in Provident Financial Services in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 92 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $1.29B → $1.64B (+$355M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 252250 (-2)

0.89% less ownership

Funds ownership: 68.78%67.89% (-0.89%)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

22% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 92

34% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $1.7M

Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
72
Reduced
92
Closed
37
Calls
$1.11M
Puts
$1.7M
Net Calls
-$580K
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
176
Raymond James & Associates
Florida
$218K -$17.7K -1,000 -8%
FFM
177
Forum Financial Management
Illinois
$217K +$206K +11,669 New
PH
178
Pinnacle Holdings
Oklahoma
$215K +$18 +1 +0%
EWA
179
EP Wealth Advisors
California
$211K +$201K +11,383 New
CL
180
Choreo LLC
Illinois
$211K +$208K +11,789 New
SEIA
181
Signature Estate & Investment Advisors
California
$211K
AAS
182
Avantax Advisory Services
Texas
$209K +$199K +11,245 New
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$193K +$3.55K +201 +2%
State of Wisconsin Investment Board
184
State of Wisconsin Investment Board
Wisconsin
$191K
IC
185
IEQ Capital
California
$191K +$182K +10,277 New
SC
186
Savant Capital
Illinois
$191K +$181K +10,267 New
HTC
187
Haverford Trust Company
Pennsylvania
$187K +$178K +10,071 New
BA
188
Bluesphere Advisors
Pennsylvania
$186K
SG Americas Securities
189
SG Americas Securities
New York
$128K -$583K -33,002 -83%
SOW
190
State of Wyoming
Wyoming
$104K -$902 -51 -0.9%
PP
191
PFS Partners
New Jersey
$103K
Osaic Holdings
192
Osaic Holdings
Arizona
$93.6K +$4.9K +277 +6%
KBC Group
193
KBC Group
Belgium
$84K
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$75.2K
QT
195
Quantbot Technologies
New York
$75K -$1.19M -67,442 -94%
SAM
196
Smartleaf Asset Management
Massachusetts
$57.3K +$22.9K +1,295 +71%
PWMG
197
Private Wealth Management Group
New Jersey
$53.5K +$601 +34 +1%
CFM
198
Catalyst Funds Management
Australia
$52K +$49.5K +2,800 New
HPC
199
HM Payson & Co
Maine
$46.3K
Citadel Advisors
200
Citadel Advisors
Florida
$45.5K -$2.56M -144,943 -98%

PFS Hedge Fund Activity: Q3 2024 in Review

250 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Provident Financial Services (PFS) for Q3 2024, worth a combined $1.64B — up 28% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PFS and 35 opened new positions — a net loss of 2 holders — while 92 trimmed existing stakes and 72 added.

The largest buyer was BlackRock, adding an estimated $37.2M. The largest seller was HSBC Holdings, cutting an estimated $42.7M.

  • 250 institutional investors held Provident Financial Services (PFS) as of Q3 2024, down from 252 in Q2 2024.
  • Funds reported $1.64B of Provident Financial Services stock for Q3 2024, up 28% quarter-over-quarter.
  • 35 funds opened new Provident Financial Services positions in Q3 2024 and 37 closed out, a net change of -2 holders.
  • The largest Provident Financial Services buyer in Q3 2024 was BlackRock, an estimated $37.2M added.
  • The largest Provident Financial Services seller in Q3 2024 was HSBC Holdings, an estimated $42.7M sold.

Based on aggregated 13F filings for Q3 2024.