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Primerica
PRI

Overview Fund Activity

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.51M
Net Calls Change
+$2.81M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
$117M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$49.4M
3
FMI
Fiduciary Management Inc
Wisconsin
$131M
4
Franklin Resources
Franklin Resources
California
$7.49M
5
BAM
Burgundy Asset Management
Ontario, Canada
$254M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$750M
2
Vanguard Group
Vanguard Group
Pennsylvania
$758M
3
Victory Capital Management
Victory Capital Management
Texas
$126M
4
BC
Brookfield Corp
Ontario, Canada
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
226
Chicago Trust
Illinois
$396K – – –
KeyBank National Association
227
KeyBank National Association
Ohio
$378K -$61.3K -310 -14%
ACM
228
Aquatic Capital Management
Illinois
$376K +$376K +1,900 New
AA
229
Advisory Alpha
Michigan
$368K +$368K +1,862 New
CAN
230
Cetera Advisor Networks
California
$367K -$2.77K -14 -0.7%
RP
231
Riverwater Partners
Wisconsin
$363K – – –
NYLIM
232
New York Life Investment Management
New York
$362K +$362K +1,829 New
Lazard Asset Management
233
Lazard Asset Management
New York
$360K +$245K +1,244 +213%
IWC
234
Integrated Wealth Concepts
Massachusetts
$345K -$15K -76 -4%
SCM
235
Shelton Capital Management
Colorado
$343K -$25.3K -128 -7%
WA
236
Wealth Alliance
New York
$337K -$22.3K -113 -6%
GWSG
237
GPS Wealth Strategies Group
Colorado
$337K +$3.36K +17 +1%
MAS
238
Meeder Advisory Services
Ohio
$337K +$5.34K +27 +2%
VPIM
239
Vanguard Personalized Indexing Management
California
$333K +$54.4K +275 +20%
Capstone Investment Advisors
240
Capstone Investment Advisors
New York
$326K +$326K +1,647 New
API
241
Advisor Partners II
California
$318K +$45.7K +231 +17%
RCM
242
Radnor Capital Management
Pennsylvania
$316K +$316K +1,600 New
PI
243
PFS Investments
Georgia
$313K – – –
PA
244
PFW Advisors
Georgia
$312K +$312K +1,465 New
BFM
245
Boothbay Fund Management
New York
$304K +$304K +1,539 New
IFS
246
Ifrah Financial Services
Arkansas
$303K -$3.96K -20 -1%
UB
247
UMB Bank
Missouri
$299K – – –
VDI
248
Vaughan David Investments
Illinois
$291K – – –
EFG
249
Everhart Financial Group
Ohio
$291K +$38.2K +193 +15%
V
250
Veritable
Delaware
$290K +$8.5K +43 +3%
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