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Primerica
PRI

Overview Fund Activity

268 hedge funds and large institutions have $4.86B invested in Primerica in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
6.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
29
Increased
81
Reduced
98
Closed
23
Calls
$8.65M
Puts
$3.16M
Net Calls
+$5.5M
Net Calls Change
+$2.33M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$264M
2
Macquarie Group
Macquarie Group
Australia
$78.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$82.2M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$497M
5
Ameriprise
Ameriprise
Minnesota
$57.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$32.8M
2
BWA
Brave Warrior Advisors
New York
$175M
3
BAM
Burgundy Asset Management
Ontario, Canada
$166M
4
PCM
Prana Capital Management
Connecticut
$3.17M
5
Vanguard Group
Vanguard Group
Pennsylvania
$597M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
251
Institutional & Family Asset Management
Colorado
$11K – – –
ASN
252
Advisory Services Network
Georgia
$11K – – –
GAM
253
Gemmer Asset Management
California
$7K – – –
JA
254
JOYN Advisors
Georgia
$7K +$918 +8 +15%
CAG
255
Csenge Advisory Group
Florida
$6K +$6K +54 New
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.55K – – –
SA
257
SRH Advisors
Kansas
$5K – – –
OFW
258
Omnia Family Wealth
Florida
$3K – – –
IAS
259
IMA Advisory Services
Colorado
$3K – – –
QCG
260
Quadrant Capital Group
Ohio
$3K – – –
BFEC
261
Benjamin F. Edwards & Company
Missouri
$3K – – –
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +21 New
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$2.17K – – –
US Bancorp
264
US Bancorp
Minnesota
$2K – – –
FGAM
265
Financial Gravity Asset Management
Texas
$2K +$286 +2 +17%
SWP
266
Stratos Wealth Partners
Ohio
$2K +$2K +18 New
AIM
267
Advantage Investment Management
Iowa
$1K – – –
VCM
268
Versant Capital Management
Arizona
$1K – – –
PCM
269
Peregrine Capital Management
Minnesota
– -$8.21M -82,444 Closed
CM
270
Crestline Management
Texas
– -$5.58M -55,971 Closed
WI
271
WBI Investments
New Jersey
– -$4.14M -41,554 Closed
BPM
272
Bowling Portfolio Management
Ohio
– -$2.02M -20,269 Closed
Envestnet Asset Management
273
Envestnet Asset Management
Illinois
– -$1.49M -14,931 Closed
BGIM
274
Brandywine Global Investment Management
Pennsylvania
– -$1.26M -12,609 Closed
KA
275
Kaizen Advisory
Illinois
– -$1.12M -11,199 Closed
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