PRI icon

Primerica
PRI

Overview Fund Activity

277 hedge funds and large institutions have $3.97B invested in Primerica in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-8
Holders Change %
-2.81%
% of All Funds
6.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
100
Reduced
106
Closed
34
Calls
$7.09M
Puts
$4.05M
Net Calls
+$3.04M
Net Calls Change
+$9K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$14.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.01M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$6.85M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.8M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$15M
3
Brown Advisory
Brown Advisory
Maryland
-$11M
4
BAMCO Inc
BAMCO Inc
New York
-$9.9M
5
Goldman Sachs
Goldman Sachs
New York
-$9.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
251
Stratos Wealth Partners
Ohio
$11K -$17.4K -172 -61%
PCM
252
Prelude Capital Management
New York
$11K +$11K +119 New
CMBA
253
C.M. Bidwell & Associates
Hawaii
$10K – – –
LF
254
Lee Financial
Texas
$10K +$10K +107 New
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$9K -$2.12K -21 -19%
ASN
256
Advisory Services Network
Georgia
$9K -$758 -8 -8%
FMP
257
Financial Management Professionals
Texas
$9K – – –
S
258
SignatureFD
Georgia
$9K +$9K +89 New
IFAM
259
Institutional & Family Asset Management
Colorado
$9K +$9K +93 New
VFA
260
Valeo Financial Advisors
Indiana
$8K +$8K +84 New
Acadian Asset Management
261
Acadian Asset Management
Massachusetts
$7K +$6.5K +65 +1,300%
GAM
262
Gemmer Asset Management
California
$6K – – –
JA
263
JOYN Advisors
Georgia
$5K +$5K +48 New
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.44K – – –
SA
265
SRH Advisors
Kansas
$4K – – –
SPIA
266
Steward Partners Investment Advisory
New York
$4K – – –
QCG
267
Quadrant Capital Group
Ohio
$2K – – –
US Bancorp
268
US Bancorp
Minnesota
$2K – – –
OFW
269
Omnia Family Wealth
Florida
$2K – – –
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$1.74K +$1.74K +18 New
FMA
271
FNY Managed Accounts
New York
$1K -$1.06K -17 -52%
AIM
272
Advantage Investment Management
Iowa
$1K – – –
FGC
273
Financial Gravity Companies
Texas
$1K +$231 +3 +30%
CAW
274
Cornerstone Advisors (Washington)
Washington
$1K +$1K +10 New
FGAM
275
Financial Gravity Asset Management
Texas
$1K +$1K +13 New
9 10
11
12 13