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Premier
PINC

Overview Fund Activity

258 hedge funds and large institutions have $2.68B invested in Premier in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
31
Increased
113
Reduced
88
Closed
30
Calls
$3.44M
Puts
$103K
Net Calls
+$3.34M
Net Calls Change
-$7.44M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$82.3M
2
EIP
Epoch Investment Partners
New York
$13M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$85.7M
4
First Trust Advisors
First Trust Advisors
Illinois
$98.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$63.8M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$22.3M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$154M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$45.1M
4
RRAM
River Road Asset Management
Kentucky
$171M
5
Millennium Management
Millennium Management
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
226
Benjamin F. Edwards & Company
Missouri
$10K – – –
JWM
227
Janiczek Wealth Management
Colorado
$9.61K +$2.28K +71 +31%
SC
228
SouthState Corp
Florida
$9.29K – – –
HCP
229
Hexagon Capital Partners
Arkansas
$9.06K +$2.2K +68 +32%
CWC
230
Carolinas Wealth Consulting
North Carolina
$7.57K +$65 +2 +0.9%
TWA
231
TCI Wealth Advisors
Arizona
$6.51K +$550 +17 +9%
AF
232
Allworth Financial
California
$6.15K +$5.57K +172 +956%
HNB
233
Huntington National Bank
Ohio
$5.86K +$5.86K +181 New
QL
234
Quarry LP
New York
$4.05K +$4.05K +125 New
FHA
235
First Horizon Advisors
Tennessee
$3.95K +$3.6K +111 +1,009%
BAM
236
Belpointe Asset Management
Nevada
$3.57K +$3.57K +110 New
RP
237
Repertoire Partners
New York
$3.24K – – –
GRP
238
Global Retirement Partners
California
$2.88K +$1.44K +53 +100%
WWP
239
WR Wealth Planners
Missouri
$2.72K +$2.72K +84 New
PFBT
240
Parkside Financial Bank & Trust
Missouri
$2.62K +$712 +22 +37%
BIA
241
Bell Investment Advisors
California
$2.07K -$907 -28 -30%
Loomis, Sayles & Company
242
Loomis, Sayles & Company
Massachusetts
$2K -$31.9K -924 -94%
JWA
243
JFS Wealth Advisors
Pennsylvania
$1.78K -$810 -25 -31%
QC
244
Quent Capital
New York
$1.65K – – –
UB
245
UMB Bank
Missouri
$1.62K +$1.62K +50 New
Group One Trading
246
Group One Trading
Illinois
$1.49K +$1.49K +46 New
FFA
247
Farther Finance Advisors
California
$1.46K +$680 +21 +88%
IA
248
IFP Advisors
Florida
$1.19K -$66K -1,991 -98%
AF
249
Advisornet Financial
Minnesota
$1.1K +$97 +3 +10%
SFG
250
Steward Financial Group
Texas
$1K +$34 +2 +4%
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