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Primoris Services
PRIM

227 hedge funds and large institutions have $1.66B invested in Primoris Services in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

125% more call options, than puts

Call options by funds: $126K | Put options by funds: $56K

16% more funds holding

Funds holding: 195 → 227 (+32)

2.8% more ownership

Funds ownership: 90.79% → 93.59% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 73

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$74.1M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
227
Holders Change
+32
Holders Change %
+16.41%
% of All Funds
3.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
49
Increased
77
Reduced
73
Closed
16
Calls
$126K
Puts
$56K
Net Calls
+$70K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.5M
2
Millennium Management
Millennium Management
New York
+$29.2M
3
BlackRock
BlackRock
New York
+$17.2M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$10.5M
5
Goldman Sachs
Goldman Sachs
New York
+$9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$30.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
3
Franklin Resources
Franklin Resources
California
-$14.6M
4
GKIM
GW&K Investment Management
Massachusetts
-$9.86M
5
DCM
Driehaus Capital Management
Illinois
-$8.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
176
Precision Wealth Strategies
Missouri
$202K +$189K +6,073 New
Mariner
177
Mariner
Kansas
$200K +$188K +6,026 New
Nomura Asset Management
178
Nomura Asset Management
Japan
$181K +$36.6K +1,173 +27%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$181K -$459K -14,707 -73%
AIP
180
Ameritas Investment Partners
Nebraska
$175K – – –
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$173K +$162K +5,200 New
AB
182
Amalgamated Bank
New York
$162K -$17.2K -551 -10%
New York State Teachers Retirement System (NYSTRS)
183
New York State Teachers Retirement System (NYSTRS)
New York
$159K +$149K +4,776 New
Lazard Asset Management
184
Lazard Asset Management
New York
$158K +$113K +3,610 +309%
VI
185
Vestcor Inc
New Brunswick, Canada
$133K +$125K +4,012 New
SAM
186
Shell Asset Management
Netherlands
$131K -$37K -1,188 -23%
EC
187
EntryPoint Capital
New York
$105K +$98.6K +3,164 New
MLICM
188
Metropolitan Life Insurance Company (MetLife)
New York
$100K – – –
C
189
Covestor
United Kingdom
$76K +$70K +2,245 +4,157%
Federated Hermes
190
Federated Hermes
Pennsylvania
$60.6K +$56.9K +1,824 New
AssetMark Inc
191
AssetMark Inc
California
$52K -$7.95K -255 -14%
US Bancorp
192
US Bancorp
Minnesota
$50.3K -$530 -17 -1%
PHK
193
Point72 Hong Kong
Hong Kong
$43.2K +$40.5K +1,300 New
PFBT
194
Parkside Financial Bank & Trust
Missouri
$36.9K +$2.87K +92 +9%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$28K +$12.3K +393 +85%
FHA
196
First Horizon Advisors
Tennessee
$19.3K – – –
TPCW
197
TD Private Client Wealth
New York
$19K +$7.86K +252 +79%
CP
198
Castleview Partners
Texas
$17.3K – – –
QCG
199
Quadrant Capital Group
Ohio
$14.4K – – –
CAM
200
Creekmur Asset Management
Illinois
$12.8K +$12.1K +387 New
6 7
8
9 10

PRIM Hedge Fund Activity: Q4 2023 in Review

227 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Primoris Services (PRIM) for Q4 2023, worth a combined $1.66B — up 4.7% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PRIM positions and 16 closed out — a net gain of 33 holders — while 77 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.5M. The largest seller was Wellington Management Group, cutting an estimated $30.1M.

  • 227 institutional investors held Primoris Services (PRIM) as of Q4 2023, up from 195 in Q3 2023.
  • Funds reported $1.66B of Primoris Services stock for Q4 2023, up 4.7% quarter-over-quarter.
  • 49 funds opened new Primoris Services positions in Q4 2023 and 16 closed out, a net change of +33 holders.
  • The largest Primoris Services buyer in Q4 2023 was Morgan Stanley, an estimated $34.5M added.
  • The largest Primoris Services seller in Q4 2023 was Wellington Management Group, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2023.