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Primerica
PRI

Overview Fund Activity

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-9
Holders Change %
-2.84%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
26
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$451M
2
SW
SVB Wealth
Massachusetts
$19.9M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$96.5M
4
BAM
Burgundy Asset Management
Ontario, Canada
$192M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$38.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$67.1M
2
UBS AM
UBS AM
Illinois
$22.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$625M
5
Brown Advisory
Brown Advisory
Maryland
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
226
Wealth Alliance
New York
$279K +$1.54K +10 +0.6%
WAM
227
World Asset Management
Michigan
$270K -$2.3K -15 -0.8%
MGIA
228
Moneta Group Investment Advisors
Missouri
$255K +$3.23K +21 +1%
WSCM
229
Wellington Shields Capital Management
New York
$246K – – –
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$244K +$21.1K +137 +9%
OAM
231
Oppenheimer Asset Management
New York
$243K -$9.84K -64 -4%
D.E. Shaw & Co
232
D.E. Shaw & Co
New York
$242K -$15.4K -100 -6%
PI
233
PFS Investments
Georgia
$242K +$242K +1,379 New
IFS
234
Ifrah Financial Services
Arkansas
$241K +$307 +2 +0.1%
VFA
235
Voya Financial Advisors
Connecticut
$234K +$12.8K +82 +6%
MPM
236
Meritage Portfolio Management
Kansas
$233K +$233K +1,518 New
II
237
Inspire Investing
Idaho
$233K +$233K +1,518 New
FSC
238
Full Sail Capital
Oklahoma
$232K – – –
Verition Fund Management
239
Verition Fund Management
Connecticut
$231K +$29.7K +193 +15%
XT
240
XTX Topco
Cayman Islands
$228K +$228K +1,485 New
SP
241
Symmetry Partners
Connecticut
$222K – – –
RCG
242
Ruane, Cunniff & Goldfarb
New York
$215K – – –
XSC
243
X-Square Capital
Puerto Rico
$213K +$213K +1,384 New
CI Investments Inc
244
CI Investments Inc
Ontario, Canada
$165K +$3.07K +20 +2%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$143K +$91.6K +595 +178%
AAM
246
Advisors Asset Management
Colorado
$136K -$2.45K -16 -2%
RTC
247
Riverview Trust Company
Washington
$127K – – –
VanEck Associates
248
VanEck Associates
New York
$118K +$43.8K +285 +59%
VNIM
249
Vaughan Nelson Investment Management
Texas
$113K +$113K +733 New
EBA
250
Eagle Bay Advisors
New York
$111K +$49.9K +327 +82%
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