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Primerica
PRI

Overview Fund Activity

268 hedge funds and large institutions have $4.86B invested in Primerica in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
6.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
29
Increased
81
Reduced
98
Closed
23
Calls
$8.65M
Puts
$3.16M
Net Calls
+$5.5M
Net Calls Change
+$2.33M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$264M
2
Macquarie Group
Macquarie Group
Australia
$78.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$82.2M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$497M
5
Ameriprise
Ameriprise
Minnesota
$57.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$32.8M
2
BWA
Brave Warrior Advisors
New York
$175M
3
BAM
Burgundy Asset Management
Ontario, Canada
$166M
4
PCM
Prana Capital Management
Connecticut
$3.17M
5
Vanguard Group
Vanguard Group
Pennsylvania
$597M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
226
Huntington National Bank
Ohio
$51K -$4.08K -34 -7%
RCAG
227
Rehmann Capital Advisory Group
Michigan
$50.5K – – –
PCM
228
Penserra Capital Management
California
$47K +$47K +392 New
TNBTD
229
Trustmark National Bank Trust Department
Mississippi
$44K +$44K +368 New
OIA
230
Optimum Investment Advisors
Illinois
$36K – – –
Simplex Trading
231
Simplex Trading
Illinois
$36K +$36K +304 New
YWP
232
YorkBridge Wealth Partners
New York
$32K – – –
TL
233
TrueWealth LLC
Georgia
$31K – – –
FANJ
234
Financial Architects (New Jersey)
New Jersey
$27K – – –
AIL
235
AGF Investments LLC
Ontario, Canada
$26K -$17.2K -142 -40%
AIM
236
Assured Investment Management
New York
$25K +$25K +208 New
TWA
237
TCI Wealth Advisors
Arizona
$24K – – –
GWM
238
Geneos Wealth Management
Colorado
$23K – – –
PA
239
Parallel Advisors
California
$23K – – –
AssetMark Inc
240
AssetMark Inc
California
$22K – – –
IA
241
IFP Advisors
Florida
$22K +$357 +3 +2%
NWM
242
Northwest Wealth Management
Iowa
$18K – – –
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18K +149 New
CTC
244
Central Trust Company
Missouri
$16K – – –
CFGS
245
Concourse Financial Group Securities
Alabama
$15K +$15K +125 New
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$14K – – –
CMBA
247
C.M. Bidwell & Associates
Hawaii
$12K – – –
SPIA
248
Steward Partners Investment Advisory
New York
$12K +$6.25K +50 +109%
NIT
249
NumerixS Investment Technologies
British Columbia, Canada
$12K +$12K +100 New
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
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10
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