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Priority Technology Holdings

33 hedge funds and large institutions have $31.2M invested in Priority Technology Holdings in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

10% more capital invested

Capital invested by funds: $28.3M → $31.2M (+$2.92M)

0.02% more ownership

Funds ownership: 11.42%11.44% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 3733 (-4)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
14
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$18.5M
TCM
2
TimesSquare Capital Management
New York
$3.46M -$355K -105,548 -10%
BlackRock
3
BlackRock
New York
$2.52M +$138K +41,020 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.16M +$16.4K +4,874 +0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.12M
State Street
6
State Street
Massachusetts
$1.05M +$3.63K +1,080 +0.4%
Northern Trust
7
Northern Trust
Illinois
$589K +$93.6K +27,840 +20%
Morgan Stanley
8
Morgan Stanley
New York
$356K +$232K +69,085 +224%
CA
9
Cetera Advisors
Colorado
$179K
Charles Schwab
10
Charles Schwab
California
$174K
PAM
11
Panagora Asset Management
Massachusetts
$152K +$26.3K +7,812 +22%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$146K
KA
13
Kovack Advisors
Florida
$123K -$4.04K -1,200 -3%
N
14
Nuveen
North Carolina
$89.6K
Barclays
15
Barclays
United Kingdom
$89K +$69.2K +20,580 +467%
Citadel Advisors
16
Citadel Advisors
Florida
$78.3K +$73.9K +21,986 New
Bank of America
17
Bank of America
North Carolina
$77.1K +$32.3K +9,611 +80%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$76.5K +$928 +276 +1%
UBS Group
19
UBS Group
Switzerland
$73.4K +$40.2K +11,954 +138%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$62.9K +$2.43K +723 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$51.1K +$9.77K +2,905 +25%
AIG
22
American International Group
New York
$31.3K -$118 -35 -0.4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$27K -$41.2K -12,263 -62%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$18.3K
Wells Fargo
25
Wells Fargo
California
$16.1K +$3.5K +1,040 +30%

PRTH Hedge Fund Activity: Q4 2023 in Review

33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Priority Technology Holdings (PRTH) for Q4 2023, worth a combined $31.2M — up 10% from $28.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PRTH and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $232K. The largest seller was TimesSquare Capital Management, cutting an estimated $355K.

  • 33 institutional investors held Priority Technology Holdings (PRTH) as of Q4 2023, down from 37 in Q3 2023.
  • Funds reported $31.2M of Priority Technology Holdings stock for Q4 2023, up 10% quarter-over-quarter.
  • 1 fund opened new Priority Technology Holdings positions in Q4 2023 and 4 closed out, a net change of -3 holders.
  • The largest Priority Technology Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $232K added.
  • The largest Priority Technology Holdings seller in Q4 2023 was TimesSquare Capital Management, an estimated $355K sold.

Based on aggregated 13F filings for Q4 2023.