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Primerica
PRI

Overview Fund Activity

312 hedge funds and large institutions have $4.1B invested in Primerica in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-11
Holders Change %
-3.41%
% of All Funds
5.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
107
Reduced
115
Closed
38
Calls
$9.52M
Puts
$1.88M
Net Calls
+$7.64M
Net Calls Change
+$3.46M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$497M
2
BWA
2
Brave Warrior Advisors
New York
$263M
3
Millennium Management
3
Millennium Management
New York
$54.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.7M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$62.8M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$1.21M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$489M
3
Goldman Sachs
3
Goldman Sachs
New York
$20.1M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$40M
5
Fidelity International
5
Fidelity International
Bermuda
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
226
Summit Trail Advisors
New York
$211K +$29.2K +244 +16%
BFM
227
Boothbay Fund Management
New York
$201K +$201K +1,679 New
WSCM
228
Wellington Shields Capital Management
New York
$192K -$27.3K -13,704 -12%
UB
229
UMB Bank
Missouri
$192K -$479 -4 -0.2%
GWSG
230
GPS Wealth Strategies Group
Colorado
$181K -$65.2K -545 -26%
MAM
231
Meeder Asset Management
Ohio
$145K +$73.2K +611 +102%
TWC
232
TD Waterhouse Canada
Ontario, Canada
$134K – – –
SWM
233
Sugarloaf Wealth Management
Georgia
$127K +$127K +1,062 New
VanEck Associates
234
VanEck Associates
New York
$119K +$4.55K +38 +4%
CMF
235
Counterpoint Mutual Funds
California
$117K +$117K +980 New
MA
236
MUFG Americas
New York
$114K – – –
SOW
237
State of Wyoming
Wyoming
$102K +$102K +853 New
RTC
238
Riverview Trust Company
Washington
$99K – – –
ODG
239
O'Dell Group
Ohio
$98K -$961 -8 -1%
UCB
240
United Community Bank
South Carolina
$97.4K +$8.38K +70 +9%
OIS
241
Okabena Investment Services
Minnesota
$90K +$8.87K +74 +11%
CI Investments Inc
242
CI Investments Inc
Ontario, Canada
$75K -$40.4K -338 -35%
QT
243
Quantbot Technologies
New York
$69K +$69K +581 New
S
244
SignatureFD
Georgia
$67K +$16.7K +139 +33%
HPC
245
HM Payson & Co
Maine
$63K – – –
WWM
246
Wolff Wiese Magana
California
$58K +$4.31K +36 +8%
TPCW
247
TD Private Client Wealth
New York
$55.2K -$12.8K -107 -19%
First Manhattan
248
First Manhattan
New York
$53K – – –
EBA
249
Eagle Bay Advisors
New York
$49.3K +$49.3K +412 New
SPIA
250
Steward Partners Investment Advisory
New York
$49K -$8.66K -73 -15%
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