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Primerica
PRI

Overview Fund Activity

273 hedge funds and large institutions have $3.88B invested in Primerica in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 106 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+5
Holders Change %
+1.87%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
68
Reduced
106
Closed
32
Calls
$9.6M
Puts
$5.73M
Net Calls
+$3.87M
Net Calls Change
-$1.62M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$239M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$38M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$7.08M
4
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$23.8M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
$8.84M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$382M
2
Macquarie Group
Macquarie Group
Australia
$49M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.8M
4
Goldman Sachs
Goldman Sachs
New York
$73M
5
Wells Fargo
Wells Fargo
California
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
226
Rehmann Capital Advisory Group
Michigan
$40.9K – – –
HNB
227
Huntington National Bank
Ohio
$40K -$1.16K -12 -3%
ER
228
Enlightenment Research
Florida
$39K +$39K +400 New
SGS
229
Sterling Global Strategies
California
$38.9K +$38.9K +398 New
TNBTD
230
Trustmark National Bank Trust Department
Mississippi
$36K – – –
TRCT
231
Tower Research Capital (TRC)
New York
$35K -$300K -3,060 -90%
OIA
232
OneDigital Investment Advisors
Kansas
$29K +$29K +294 New
S
233
SignatureFD
Georgia
$27K -$50.2K -511 -65%
YWP
234
YorkBridge Wealth Partners
New York
$26K – – –
ZB
235
Zions Bancorporation
Utah
$26K +$26K +266 New
TL
236
TrueWealth LLC
Georgia
$25K – – –
FANJ
237
Financial Architects (New Jersey)
New Jersey
$22K – – –
TWA
238
TCI Wealth Advisors
Arizona
$20K – – –
AssetMark Inc
239
AssetMark Inc
California
$18K – – –
PA
240
Parallel Advisors
California
$18K – – –
GWM
241
Geneos Wealth Management
Colorado
$18K – – –
IA
242
IFP Advisors
Florida
$17K -$570 -6 -3%
AIL
243
AGF Investments LLC
Ontario, Canada
$15K -$5.81K -60 -28%
NWM
244
Northwest Wealth Management
Iowa
$15K – – –
CBT
245
Capital Bank & Trust
California
$14K -$44.6K -452 -76%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$11K – – –
CFGS
247
Concourse Financial Group Securities
Alabama
$10K -$1.16K -13 -10%
ASN
248
Advisory Services Network
Georgia
$10K – – –
CMBA
249
C.M. Bidwell & Associates
Hawaii
$10K – – –
PRC
250
Pearl River Capital
Michigan
$10K +$10K +100 New
8 9
10
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