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Priority Technology Holdings

36 hedge funds and large institutions have $31.6M invested in Priority Technology Holdings in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 11.22%11.41% (+0.19%)

0% more funds holding

Funds holding: 3636 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1% less capital invested

Capital invested by funds: $31.8M → $31.6M (-$178K)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
36
Holders Change
Holders Change %
0%
% 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
3
Increased
11
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$18.8M
TCM
2
TimesSquare Capital Management
New York
$3.93M -$216K -59,900 -5%
BlackRock
3
BlackRock
New York
$2.21M -$302K -83,545 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.17M +$13.6K +3,762 +0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.15M -$31.7K -8,770 -3%
State Street
6
State Street
Massachusetts
$1.05M +$394K +109,170 +60%
Northern Trust
7
Northern Trust
Illinois
$517K +$19K +5,254 +4%
CA
8
Cetera Advisors
Colorado
$182K
Charles Schwab
9
Charles Schwab
California
$177K
KA
10
Kovack Advisors
Florida
$144K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$138K +$2.59K +718 +2%
Morgan Stanley
12
Morgan Stanley
New York
$125K -$1.23K -342 -1%
PAM
13
Panagora Asset Management
Massachusetts
$125K +$124K +34,467 New
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$103K +$62.1K +17,216 +152%
N
15
Nuveen
North Carolina
$91.1K
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$76.8K -$3.95K -1,095 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$74K +$7.08K +1,963 +11%
Millennium Management
18
Millennium Management
New York
$68.2K +$68K +18,832 New
JMPWA
19
JP Morgan Private Wealth Advisors
California
$57.9K
PI
20
PFG Investments
New York
$57.9K
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$51.9K -$14K -3,875 -21%
JP Morgan Chase
22
JP Morgan Chase
New York
$50.9K +$1.8K +499 +4%
UBS Group
23
UBS Group
Switzerland
$40.7K +$19.8K +5,494 +96%
AIG
24
American International Group
New York
$30.8K -$184 -51 -0.6%
Deutsche Bank
25
Deutsche Bank
Germany
$29.4K -$9.37K -2,596 -24%

PRTH Hedge Fund Activity: Q2 2023 in Review

36 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Priority Technology Holdings (PRTH) for Q2 2023, worth a combined $31.6M — down 0.56% from $31.8M a quarter earlier.

Fund positioning in PRTH was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 12 trimmed.

The largest buyer was State Street, adding an estimated $394K. The largest seller was Barclays, cutting an estimated $482K.

  • 36 institutional investors held Priority Technology Holdings (PRTH) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $31.6M of Priority Technology Holdings stock for Q2 2023, down 0.56% quarter-over-quarter.
  • 3 funds opened new Priority Technology Holdings positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest Priority Technology Holdings buyer in Q2 2023 was State Street, an estimated $394K added.
  • The largest Priority Technology Holdings seller in Q2 2023 was Barclays, an estimated $482K sold.

Based on aggregated 13F filings for Q2 2023.