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Primoris Services
PRIM

Overview Fund Activity

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
Holders
227
Holders Change
+32
Holders Change %
+16.41%
% of All Funds
3.33%
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
1
Morgan Stanley
New York
$56.8M
2
Millennium Management
2
Millennium Management
New York
$31.6M
3
BlackRock
3
BlackRock
New York
$182M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$22.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$17.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$51.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
Franklin Resources
3
Franklin Resources
California
$81.5M
4
GKIM
4
GW&K Investment Management
Massachusetts
$43.1M
5
DCM
5
Driehaus Capital Management
Illinois
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
201
Blue Trust Inc
Georgia
$10K +$942 +29 +10%
SIC
202
Salem Investment Counselors
North Carolina
$9.48K – – –
PS
203
Principal Securities
Iowa
$9.1K +$9.1K +274 New
PTC
204
Private Trust Company
Ohio
$9.03K -$6.84K -206 -43%
Comerica Bank
205
Comerica Bank
Texas
$8.2K -$133 -4 -2%
QL
206
Quarry LP
New York
$7.9K +$7.9K +238 New
FUBT
207
First United Bank & Trust
Maryland
$6.87K +$6.87K +207 New
PPC
208
Park Place Capital
Alabama
$6.11K – – –
HIM
209
Hillsdale Investment Management
Ontario, Canada
$4.65K -$1.99K -60 -30%
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$4.27K – – –
GRP
211
Global Retirement Partners
California
$3.71K – – –
CA
212
Clearstead Advisors
Ohio
$3.41K -$3.34K -101 -50%
CAS
213
Coppell Advisory Solutions
Texas
$3.32K – – –
PWMG
214
Private Wealth Management Group
New Jersey
$2.72K +$2.72K +82 New
GFPC
215
Global Financial Private Client
Florida
$2.39K – – –
CIA
216
Cape Investment Advisory
Georgia
$1.93K +$1.93K +58 New
DA
217
Denali Advisors
California
$1.76K +$1.76K +53 New
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$1.63K – – –
LC
219
Lindbrook Capital
California
$1.43K +$1.43K +43 New
AAP
220
Arax Advisory Partners
Colorado
$1.3K -$266 -8 -17%
RFG
221
RFP Financial Group
Georgia
$1.26K – – –
MCM
222
Manchester Capital Management
Vermont
$764 – – –
AF
223
Allworth Financial
California
$299 – – –
GI
224
GAMMA Investing
California
$262 +$262 +8 New
FFA
225
Farther Finance Advisors
California
$199 -$1.19K -36 -86%
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