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Primoris Services
PRIM

Overview Fund Activity

180 hedge funds and large institutions have $966M invested in Primoris Services in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
61
Reduced
66
Closed
20
Calls
$662K
Puts
$72K
Net Calls
+$590K
Net Calls Change
+$300K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$84.6M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$21.6M
3
Franklin Resources
3
Franklin Resources
California
$33.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$13.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$119M

Top Sellers

1
Invesco
1
Invesco
Georgia
$37.7M
2
Millennium Management
2
Millennium Management
New York
$8.16M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.4M
4
ECM
4
ExodusPoint Capital Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$8K +$3.36K +149 +72%
Balyasny Asset Management
152
Balyasny Asset Management
Illinois
$7.02K -$931K -42,447 -99%
TPCW
153
TD Private Client Wealth
New York
$7K – – –
SIC
154
Salem Investment Counselors
North Carolina
$6.27K – – –
C
155
Covestor
United Kingdom
$6K +$1.29K +61 +27%
BTI
156
Blue Trust Inc
Georgia
$5K +$2.35K +137 +88%
AWM
157
Activest Wealth Management
Florida
$4.39K -$4.39K -200 -50%
PPC
158
Park Place Capital
Alabama
$4K +$4K +184 New
TFGT
159
TS Financial Group (TSFG)
Illinois
$3K – – –
GRP
160
Global Retirement Partners
California
$2.59K – – –
CA
161
Clearstead Advisors
Ohio
$2.23K +$22 +1 +1%
CAS
162
Coppell Advisory Solutions
Texas
$2.19K +$2.19K +100 New
CASC
163
Coppell Advisory Solutions Corp
Texas
$2.19K +$2.19K +100 New
MCM
164
Manchester Capital Management
Vermont
$1.65K +$1.65K +75 New
FFA
165
Farther Finance Advisors
California
$1.65K +$1.65K +75 New
GFPC
166
Global Financial Private Client
Florida
$1.58K – – –
PA
167
Parallel Advisors
California
$1.09K +$399 +18 +58%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$1.01K +$1.01K +46 New
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$1K – – –
AAP
170
Arax Advisory Partners
Colorado
$965 – – –
RFG
171
RFP Financial Group
Georgia
$834 +$834 +38 New
CCM
172
Cribstone Capital Management
Maine
$746 – – –
BIA
173
Bell Investment Advisors
California
$570 +$570 +26 New
EI
174
Ellevest Inc
New York
$461 +$461 +21 New
ACM
175
AUA Capital Management
Pennsylvania
$395 – – –
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