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Primerica
PRI

Overview Fund Activity

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.62%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M

Top Buyers

1
LAM
Lyrical Asset Management
New York
$120M
2
AM
AGF Management
Ontario, Canada
$98.8M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$11.7M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$47.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$7.99M

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.21M
2
Fidelity International
Fidelity International
Bermuda
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$10.9M
4
Brown Advisory
Brown Advisory
Maryland
$21M
5
Victory Capital Management
Victory Capital Management
Texas
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$313K +$4.65K +27 +2%
WA
227
Wealth Alliance
New York
$313K -$13.1K -76 -4%
BCM
228
BTC Capital Management
Iowa
$298K -$180K -1,051 -38%
SEC
229
Seven Eight Capital
New York
$295K +$295K +1,710 New
GWSG
230
GPS Wealth Strategies Group
Colorado
$290K +$290K +1,686 New
MAS
231
Meeder Advisory Services
Ohio
$289K +$289K +1,676 New
EWA
232
EP Wealth Advisors
California
$285K -$735K -4,685 -72%
XT
233
XTX Topco
Cayman Islands
$276K +$276K +1,605 New
WSCM
234
Wellington Shields Capital Management
New York
$276K +$46.8K +23,536 +20%
Franklin Resources
235
Franklin Resources
California
$272K +$2.76K +16 +1%
IFS
236
Ifrah Financial Services
Arkansas
$267K -$6.03K -35 -2%
PI
237
PFS Investments
Georgia
$265K +$265K +1,581 New
UB
238
UMB Bank
Missouri
$261K – – –
P
239
Pitcairn
Pennsylvania
$256K -$11K -64 -4%
VDI
240
Vaughan David Investments
Illinois
$254K -$80.4K -466 -24%
PMEF
241
Point72 Middle East FZE
United Arab Emirates
$252K +$252K +1,463 New
CC
242
Centiva Capital
New York
$251K +$251K +1,458 New
MYIA
243
Mount Yale Investment Advisors
Colorado
$249K -$34.1K -198 -12%
V
244
Veritable
Delaware
$245K – – –
VPIM
245
Vanguard Personalized Indexing Management
California
$243K +$243K +1,409 New
KI
246
Kapitalo Investimentos
Brazil
$239K +$239K +1,389 New
TRCT
247
Tower Research Capital (TRC)
New York
$239K +$98.3K +571 +70%
API
248
Advisor Partners II
California
$237K +$237K +1,378 New
PA
249
Profund Advisors
Maryland
$222K -$28.9K -168 -12%
SPIA
250
Steward Partners Investment Advisory
New York
$220K +$71K +412 +48%
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