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Primerica
PRI

Overview Fund Activity

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$497M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$105M
3
Victory Capital Management
3
Victory Capital Management
Texas
$53.3M
4
ACM
4
Academy Capital Management
Texas
$17.2M
5
BlackRock
5
BlackRock
New York
$508M

Top Sellers

1
CCM
1
Cantillon Capital Management
New York
$111M
2
UBS AM
2
UBS AM
Illinois
$11.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.9M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$615M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTA
226
Financial & Tax Architects
Missouri
$322K – – –
SCM
227
Shelton Capital Management
Colorado
$320K -$21.6K -141 -6%
FCBT
228
First Citizens Bank & Trust
North Carolina
$314K +$7.98K +52 +3%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$312K +$1.38K +9 +0.4%
KWM
230
Kingsview Wealth Management
Oregon
$312K +$312K +2,037 New
PA
231
Profund Advisors
Maryland
$310K -$25.1K -164 -7%
APA
232
American Portfolios Advisors
New York
$307K +$11.6K +76 +4%
FHB
233
First Hawaiian Bank
Hawaii
$297K – – –
MGIA
234
Moneta Group Investment Advisors
Missouri
$296K +$41.5K +271 +16%
GWSG
235
GPS Wealth Strategies Group
Colorado
$290K -$1.07K -7 -0.4%
QCM
236
Quantinno Capital Management
New York
$286K +$286K +1,867 New
WA
237
Wealth Alliance
New York
$268K -$9.96K -65 -4%
MC
238
Manteio Capital
New Jersey
$262K +$262K +1,709 New
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$257K +$14.2K +93 +6%
II
240
Inspire Investing
Idaho
$250K +$17.6K +115 +8%
IFS
241
Ifrah Financial Services
Arkansas
$246K +$5.67K +37 +2%
Wolverine Trading
242
Wolverine Trading
Illinois
$246K +$246K +1,601 New
LWAC
243
Laurel Wealth Advisors (California)
California
$246K +$246K +1,607 New
UB
244
UMB Bank
Missouri
$246K +$246K +1,608 New
MPM
245
Meritage Portfolio Management
Kansas
$245K +$12.4K +81 +5%
DS
246
DRW Securities
Illinois
$242K +$242K +1,582 New
MC
247
Maverick Capital
Texas
$241K -$1.71M -11,108 -88%
VF
248
Virtu Financial
New York
$239K +$239K +1,561 New
OAM
249
Oppenheimer Asset Management
New York
$238K -$4.29K -28 -2%
VFA
250
Voya Financial Advisors
Connecticut
$233K +$2K +13 +0.9%
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