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Priority Technology Holdings

37 hedge funds and large institutions have $28.3M invested in Priority Technology Holdings in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

3% more funds holding

Funds holding: 3637 (+1)

0.01% more ownership

Funds ownership: 11.41%11.42% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $31.6M → $28.3M (-$3.27M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
10
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$16.8M
TCM
2
TimesSquare Capital Management
New York
$3.49M -$26.7K -7,058 -0.7%
BlackRock
3
BlackRock
New York
$2.16M +$210K +55,588 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.95M +$12.2K +3,220 +0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.02M -$13.4K -3,532 -1%
State Street
6
State Street
Massachusetts
$948K +$7.1K +1,876 +0.6%
Northern Trust
7
Northern Trust
Illinois
$446K -$19.2K -5,078 -4%
CA
8
Cetera Advisors
Colorado
$163K
Charles Schwab
9
Charles Schwab
California
$158K
Bank of New York Mellon
10
Bank of New York Mellon
New York
$133K +$10.7K +2,821 +7%
KA
11
Kovack Advisors
Florida
$116K -$15.1K -4,000 -10%
PAM
12
Panagora Asset Management
Massachusetts
$113K +$1.22K +323 +0.9%
Morgan Stanley
13
Morgan Stanley
New York
$99.8K -$14K -3,697 -11%
N
14
Nuveen
North Carolina
$81.5K
RhumbLine Advisers
15
RhumbLine Advisers
Massachusetts
$68.7K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$64K -$1.58K -418 -2%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$54.9K -$43.8K -11,579 -41%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$51.8K
PI
19
PFG Investments
New York
$51.8K
Millennium Management
20
Millennium Management
New York
$41.4K -$22.9K -6,060 -32%
Goldman Sachs
21
Goldman Sachs
New York
$39.9K +$46.6K +12,314 New
Bank of America
22
Bank of America
North Carolina
$39K +$29.1K +7,700 +178%
JP Morgan Chase
23
JP Morgan Chase
New York
$37.1K -$9.93K -2,626 -19%
TRCT
24
Tower Research Capital (TRC)
New York
$29.4K +$11.6K +3,059 +51%
AIG
25
American International Group
New York
$28.6K +$1.18K +313 +4%

PRTH Hedge Fund Activity: Q3 2023 in Review

37 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Priority Technology Holdings (PRTH) for Q3 2023, worth a combined $28.3M — down 10% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PRTH positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $210K. The largest seller was O'Shaughnessy Asset Management, exiting entirely with an estimated $51.9K sold.

  • 37 institutional investors held Priority Technology Holdings (PRTH) as of Q3 2023, up from 36 in Q2 2023.
  • Funds reported $28.3M of Priority Technology Holdings stock for Q3 2023, down 10% quarter-over-quarter.
  • 2 funds opened new Priority Technology Holdings positions in Q3 2023 and 1 closed out, a net change of +1 holder.
  • The largest Priority Technology Holdings buyer in Q3 2023 was BlackRock, an estimated $210K added.
  • The largest Priority Technology Holdings seller in Q3 2023 was O'Shaughnessy Asset Management, an estimated $51.9K sold.

Based on aggregated 13F filings for Q3 2023.