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Primerica
PRI

Overview Fund Activity

320 hedge funds and large institutions have $4.62B invested in Primerica in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
93
Reduced
103
Closed
28
Calls
$2.16M
Puts
$170K
Net Calls
+$1.99M
Net Calls Change
-$274K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$115M
2
Invesco
Invesco
Georgia
$39.8M
3
BlackRock
BlackRock
New York
$463M
4
Principal Financial Group
Principal Financial Group
Iowa
$36.6M
5
BC
Brookfield Corp
Ontario, Canada
$7.03M

Top Sellers

1
Millennium Management
Millennium Management
New York
$38.6M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$551M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$41.8M
5
Fidelity International
Fidelity International
Bermuda
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Profund Advisors
Maryland
$206K +$206K +1,455 New
XSC
227
X-Square Capital
Puerto Rico
$206K +$206K +1,451 New
HSA
228
HBK Sorce Advisory
Pennsylvania
$205K +$205K +1,446 New
V
229
Veritable
Delaware
$202K +$202K +1,424 New
LAM
230
Lyrical Asset Management
New York
$185K +$185K +1,501 New
EAM
231
Erste Asset Management
Austria
$170K +$170K +1,200 New
VanEck Associates
232
VanEck Associates
New York
$159K +$4.11K +29 +3%
TWC
233
TD Waterhouse Canada
Ontario, Canada
$157K – – –
OIS
234
Okabena Investment Services
Minnesota
$156K +$44.6K +294 +40%
SWM
235
Sugarloaf Wealth Management
Georgia
$151K – – –
SPIA
236
Steward Partners Investment Advisory
New York
$123K +$61.3K +432 +99%
DFCM
237
Dark Forest Capital Management
Puerto Rico
$122K +$122K +862 New
RTC
238
Riverview Trust Company
Washington
$117K – – –
TRCT
239
Tower Research Capital (TRC)
New York
$116K -$155K -1,090 -57%
Dimensional Fund Advisors
240
Dimensional Fund Advisors
Texas
$115K +$3.19K +22,486 +3%
UCB
241
United Community Bank
South Carolina
$115K – – –
MFG
242
Mendota Financial Group
Wisconsin
$86.8K +$86.8K +612 New
CI Investments Inc
243
CI Investments Inc
Ontario, Canada
$86K -$711 -5 -0.8%
First Manhattan
244
First Manhattan
New York
$63.8K – – –
EBA
245
Eagle Bay Advisors
New York
$58.4K – – –
TWA
246
TCI Wealth Advisors
Arizona
$57.2K – – –
CWM
247
Compass Wealth Management
Connecticut
$50.5K +$50.5K +356 New
TPCW
248
TD Private Client Wealth
New York
$49.5K -$5.53K -39 -10%
CSB
249
City State Bank
Iowa
$49K – – –
AssetMark Inc
250
AssetMark Inc
California
$48.4K -$3.12K -22 -6%
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