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Primoris Services
PRIM

Overview Fund Activity

301 hedge funds and large institutions have $2.9B invested in Primoris Services in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+7
Holders Change %
+2.38%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
43
Increased
112
Reduced
111
Closed
34
Calls
$8.87M
Puts
$952K
Net Calls
+$7.92M
Net Calls Change
+$7.71M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$358M
2
BlackRock
BlackRock
New York
$325M
3
AAM
ACK Asset Management
Connecticut
$22.7M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
$48.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$21.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$132M
2
DCP
Diameter Capital Partners
New York
$11.6M
3
Citadel Advisors
Citadel Advisors
Florida
$1.28M
4
Millennium Management
Millennium Management
New York
$37.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
276
Smartleaf Asset Management
Massachusetts
$5.16K +$1.28K +22 +33%
GI
277
GAMMA Investing
California
$4.88K +$3.89K +67 +394%
PWMG
278
Private Wealth Management Group
New Jersey
$4.76K – – –
LC
279
Lindbrook Capital
California
$4.65K -$813 -14 -15%
GRP
280
Global Retirement Partners
California
$4.53K -$348 -6 -7%
GFPC
281
Global Financial Private Client
Florida
$4.18K – – –
Bessemer Group
282
Bessemer Group
New Jersey
$4K +$4K +70 New
EBA
283
Eagle Bay Advisors
New York
$3.78K – – –
SCM
284
Sterling Capital Management
North Carolina
$3.72K +$3.72K +64 New
GWM
285
Geneos Wealth Management
Colorado
$3.54K +$3.54K +61 New
RIL
286
Rothschild Investment LLC
Illinois
$3.25K +$1.74K +30 +115%
CPA
287
Capital Performance Advisors
California
$2.9K +$2.9K +50 New
HNB
288
Huntington National Bank
Ohio
$2.67K +$697 +12 +35%
MG
289
Mather Group
Illinois
$2.32K -$15.4K -265 -87%
AAP
290
Arax Advisory Partners
Colorado
$1.86K -$523 -9 -22%
MCM
291
Manchester Capital Management
Vermont
$1.34K – – –
FFA
292
Farther Finance Advisors
California
$1.22K +$871 +15 +250%
C
293
Covestor
United Kingdom
$1K -$350 -7 -26%
BGAI
294
Bruce G. Allen Investments
Colorado
$929 +$929 +16 New
EWA
295
EverSource Wealth Advisors
Alabama
$581 +$581 +10 New
AF
296
Allworth Financial
California
$523 – – –
RTC
297
Riverview Trust Company
Washington
$523 +$523 +9 New
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$348 – – –
SIC
299
SJS Investment Consulting
Ohio
$59 +$59 +1 New
DPW
300
DiNuzzo Private Wealth
Pennsylvania
$59 +$59 +1 New
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