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Primoris Services
PRIM

179 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

819% more call options, than puts

Call options by funds: $662K | Put options by funds: $72K

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

26% more capital invested

Capital invested by funds: $766M → $966M (+$200M)

2% more funds holding

Funds holding: 176 → 179 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.15% less ownership

Funds ownership: 88.61% → 88.46% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

Holders
179
Holders Change
+3
Holders Change %
+1.7%
% of All Funds
2.88%
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
Wellington Management Group
Massachusetts
+$12.7M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$9.01M
3
Franklin Resources
Franklin Resources
California
+$5.27M
4
First Trust Advisors
First Trust Advisors
Illinois
+$4.21M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.27M

Top Sellers

1
Invesco
Invesco
Georgia
-$9.78M
2
Millennium Management
Millennium Management
New York
-$9.39M
3
Goldman Sachs
Goldman Sachs
New York
-$5.24M
4
ECM
ExodusPoint Capital Management
New York
-$3.07M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$119M +$3.27M +161,643 +3%
BlackRock
2
BlackRock
New York
$104M +$3.06M +151,154 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$84.6M +$12.7M +626,880 +19%
VBA
4
Van Berkom & Associates
Quebec, Canada
$47.6M -$28.6K -1,416 -0.1%
Invesco
5
Invesco
Georgia
$37.7M -$9.78M -483,794 -22%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$37.1M +$203K +10,051 +0.6%
Franklin Resources
7
Franklin Resources
California
$33.9M +$5.27M +260,517 +20%
GKIM
8
GW&K Investment Management
Massachusetts
$31.7M -$659K -32,597 -2%
State Street
9
State Street
Massachusetts
$27M +$71.4K +3,533 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$21.9M +$684K +33,844 +4%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$21.6M +$9.01M +445,741 +83%
Charles Schwab
12
Charles Schwab
California
$19.9M +$715K +35,371 +4%
ClearBridge Investments
13
ClearBridge Investments
New York
$18.8M -$247K -12,241 -1%
LSV Asset Management
14
LSV Asset Management
Illinois
$16.1M -$338K -16,700 -2%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$14.9M -$198K -9,817 -1%
First Trust Advisors
16
First Trust Advisors
Illinois
$13.5M +$4.21M +208,084 +51%
Northern Trust
17
Northern Trust
Illinois
$12.9M -$81.3K -4,020 -0.7%
RA
18
Royce & Associates
New York
$12.4M -$202K -10,000 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$12.3M +$1.17M +57,670 +11%
Ameriprise
20
Ameriprise
Minnesota
$12M +$3.18M +157,517 +41%
JVBC
21
J.V. Bruni & Co
Colorado
$10.7M +$257K +12,722 +3%
Goldman Sachs
22
Goldman Sachs
New York
$10.4M -$5.24M -259,178 -35%
Citadel Advisors
23
Citadel Advisors
Florida
$10.2M -$2.51M -124,027 -21%
VHMC
24
Value Holdings Management Company
New York
$10.1M – – –
BCM
25
Bridgeway Capital Management
Texas
$9.95M -$236K -11,700 -3%
1
2 3 4 5

PRIM Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Primoris Services (PRIM) for Q4 2022, worth a combined $966M — up 26% from $766M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PRIM positions and 20 closed out — a net gain of 7 holders — while 61 added to existing stakes and 66 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $12.7M. The largest seller was Invesco, cutting an estimated $9.78M.

  • 179 institutional investors held Primoris Services (PRIM) as of Q4 2022, up from 176 in Q3 2022.
  • Funds reported $966M of Primoris Services stock for Q4 2022, up 26% quarter-over-quarter.
  • 27 funds opened new Primoris Services positions in Q4 2022 and 20 closed out, a net change of +7 holders.
  • The largest Primoris Services buyer in Q4 2022 was Wellington Management Group, an estimated $12.7M added.
  • The largest Primoris Services seller in Q4 2022 was Invesco, an estimated $9.78M sold.

Based on aggregated 13F filings for Q4 2022.