We are live on ! Find out more
PRTH icon

Priority Technology Holdings

36 hedge funds and large institutions have $31.8M invested in Priority Technology Holdings in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.93% less ownership

Funds ownership: 12.15%11.22% (-0.93%)

5% less funds holding

Funds holding: 3836 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

35% less capital invested

Capital invested by funds: $48.6M → $31.8M (-$16.8M)

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
16
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$18.6M
TCM
2
TimesSquare Capital Management
New York
$4.11M -$861K -201,575 -15%
BlackRock
3
BlackRock
New York
$2.49M -$127K -29,660 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.14M -$61.5K -14,397 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.17M +$90.5K +21,192 +7%
State Street
6
State Street
Massachusetts
$652K +$6.83K +1,600 +0.9%
Northern Trust
7
Northern Trust
Illinois
$494K -$6.81K -1,595 -1%
Barclays
8
Barclays
United Kingdom
$493K +$566K +132,552 +2,785%
CA
9
Cetera Advisors
Colorado
$181K +$215K +50,300 New
Charles Schwab
10
Charles Schwab
California
$175K
KA
11
Kovack Advisors
Florida
$143K +$5.98K +1,400 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$134K +$5.18K +1,213 +3%
Morgan Stanley
13
Morgan Stanley
New York
$125K +$30.3K +7,090 +26%
State Board of Administration of Florida Retirement System
14
State Board of Administration of Florida Retirement System
Florida
$91.1K
N
15
Nuveen
North Carolina
$90K
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$80K +$1.21K +283 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$66K -$30.4K -7,128 -28%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$65.4K +$8.01K +1,876 +11%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$57.4K +$68.3K +16,000 New
PI
20
PFG Investments
New York
$57.4K +$68.3K +16,000 New
JP Morgan Chase
21
JP Morgan Chase
New York
$49K +$14.7K +3,433 +34%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$40.6K +$25K +5,860 +107%
Deutsche Bank
23
Deutsche Bank
Germany
$38.5K +$12.3K +2,891 +37%
Bank of America
24
Bank of America
North Carolina
$31.9K -$32K -7,500 -46%
AIG
25
American International Group
New York
$30.7K +$726 +170 +2%

PRTH Hedge Fund Activity: Q1 2023 in Review

36 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Priority Technology Holdings (PRTH) for Q1 2023, worth a combined $31.8M — down 35% from $48.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PRTH and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 16 added.

The largest buyer was Barclays, adding an estimated $566K. The largest seller was Rebalance, exiting entirely with an estimated $1.25M sold.

  • 36 institutional investors held Priority Technology Holdings (PRTH) as of Q1 2023, down from 38 in Q4 2022.
  • Funds reported $31.8M of Priority Technology Holdings stock for Q1 2023, down 35% quarter-over-quarter.
  • 4 funds opened new Priority Technology Holdings positions in Q1 2023 and 6 closed out, a net change of -2 holders.
  • The largest Priority Technology Holdings buyer in Q1 2023 was Barclays, an estimated $566K added.
  • The largest Priority Technology Holdings seller in Q1 2023 was Rebalance, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2023.