PRI icon

Primerica
PRI

Overview Fund Activity

265 hedge funds and large institutions have $4.01B invested in Primerica in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-12
Holders Change %
-4.33%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
81
Reduced
99
Closed
33
Calls
$5.03M
Puts
$1.86M
Net Calls
+$3.17M
Net Calls Change
+$125K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$38.9M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$402M
3
BWA
Brave Warrior Advisors
New York
$157M
4
PCM
Prana Capital Management
Connecticut
$12.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$502M

Top Sellers

1
RCG
Ruane, Cunniff & Goldfarb
New York
$471K
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$117M
4
Brown Advisory
Brown Advisory
Maryland
$40.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
226
Optimum Investment Advisors
Illinois
$30K – – –
OIA
227
OneDigital Investment Advisors
Kansas
$29K – – –
TL
228
TrueWealth LLC
Georgia
$26K – – –
YWP
229
YorkBridge Wealth Partners
New York
$26K +$788 +8 +3%
FANJ
230
Financial Architects (New Jersey)
New Jersey
$23K – – –
TWA
231
TCI Wealth Advisors
Arizona
$20K – – –
GWM
232
Geneos Wealth Management
Colorado
$19K – – –
IA
233
IFP Advisors
Florida
$18K -$12.5K -126 -41%
AssetMark Inc
234
AssetMark Inc
California
$18K – – –
PA
235
Parallel Advisors
California
$18K – – –
NWM
236
Northwest Wealth Management
Iowa
$15K – – –
CPIG
237
Chicago Partners Investment Group
Illinois
$14K – – –
CTC
238
Central Trust Company
Missouri
$13K -$985 -10 -7%
TRCT
239
Tower Research Capital (TRC)
New York
$11K -$895K -9,112 -99%
LF
240
Lee Financial
Texas
$11K – – –
ASN
241
Advisory Services Network
Georgia
$11K – – –
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$11K +$11K +113 New
CMBA
243
C.M. Bidwell & Associates
Hawaii
$10K – – –
BCA
244
Bay Colony Advisors
Massachusetts
$10K +$10K +100 New
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
FMP
246
Financial Management Professionals
Texas
$9K – – –
IFAM
247
Institutional & Family Asset Management
Colorado
$9K – – –
GAM
248
Gemmer Asset Management
California
$6K – – –
SPIA
249
Steward Partners Investment Advisory
New York
$5K – – –
JA
250
JOYN Advisors
Georgia
$5K +$472 +5 +10%
8 9
10
11 12