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Primoris Services

170 hedge funds and large institutions have $1.18B invested in Primoris Services in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,648% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $157K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

23% more capital invested

Capital invested by funds: $966M → $1.18B (+$218M)

1.89% more ownership

Funds ownership: 88.46%90.35% (+1.9%)

5% less funds holding

Funds holding: 179170 (-9)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
170
Holders Change
-9
Holders Change %
-5.03%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
16
Increased
67
Reduced
52
Closed
23
Calls
$2.74M
Puts
$157K
Net Calls
+$2.59M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$136M +$1.59M +62,897 +1%
BlackRock
2
BlackRock
New York
$123M +$6.24M +246,968 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$93.2M -$1.94M -76,618 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$78.7M +$6.43M +254,490 +9%
Franklin Resources
5
Franklin Resources
California
$58.2M +$20.6M +815,207 +53%
VBA
6
Van Berkom & Associates
Quebec, Canada
$57M +$3.56M +140,845 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$42.7M +$1.05M +41,551 +2%
Invesco
8
Invesco
Georgia
$41.2M -$1.2M -47,599 -3%
GKIM
9
GW&K Investment Management
Massachusetts
$39.8M +$4.25M +168,038 +12%
State Street
10
State Street
Massachusetts
$31M +$685K +27,088 +2%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$29M +$4.8M +190,020 +19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$25.5M +$900K +35,626 +4%
Charles Schwab
13
Charles Schwab
California
$23.1M +$670K +26,512 +3%
ClearBridge Investments
14
ClearBridge Investments
New York
$19.3M -$1.84M -72,850 -9%
LSV Asset Management
15
LSV Asset Management
Illinois
$17M -$1.06M -42,112 -6%
Ameriprise
16
Ameriprise
Minnesota
$15.3M +$1.92M +76,025 +14%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$14.8M -$2.01M -79,662 -12%
Norges Bank
18
Norges Bank
Norway
$14.7M +$4.1M +162,400 +37%
Northern Trust
19
Northern Trust
Illinois
$14.4M -$82.1K -3,250 -0.6%
Morgan Stanley
20
Morgan Stanley
New York
$13.6M +$2.81M +111,299 +25%
JP Morgan Chase
21
JP Morgan Chase
New York
$12.9M -$900K -35,596 -6%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$12.4M +$1.32M +52,272 +12%
JVBC
23
J.V. Bruni & Co
Colorado
$12.1M +$40.2K +1,590 +0.3%
First Trust Advisors
24
First Trust Advisors
Illinois
$11.9M -$3.38M -133,712 -22%
RA
25
Royce & Associates
New York
$11.6M -$2.39M -94,488 -17%

PRIM Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primoris Services (PRIM) for Q1 2023, worth a combined $1.18B — up 23% from $966M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PRIM and 16 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 67 added.

The largest buyer was Franklin Resources, adding an estimated $20.6M. The largest seller was Goldman Sachs, cutting an estimated $8.15M.

  • 170 institutional investors held Primoris Services (PRIM) as of Q1 2023, down from 179 in Q4 2022.
  • Funds reported $1.18B of Primoris Services stock for Q1 2023, up 23% quarter-over-quarter.
  • 16 funds opened new Primoris Services positions in Q1 2023 and 23 closed out, a net change of -7 holders.
  • The largest Primoris Services buyer in Q1 2023 was Franklin Resources, an estimated $20.6M added.
  • The largest Primoris Services seller in Q1 2023 was Goldman Sachs, an estimated $8.15M sold.

Based on aggregated 13F filings for Q1 2023.