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Primerica
PRI

Overview Fund Activity

269 hedge funds and large institutions have $4.77B invested in Primerica in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-4
Holders Change %
-1.47%
% of All Funds
5.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
76
Reduced
104
Closed
33
Calls
$12.3M
Puts
$6.74M
Net Calls
+$5.55M
Net Calls Change
+$1.67M

Top Buyers

1
BlackRock
BlackRock
New York
+$53.6M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$14.2M
3
Ameriprise
Ameriprise
Minnesota
+$11.3M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$4.89M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$4.73M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$23.4M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$17.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.2M
4
Goldman Sachs
Goldman Sachs
New York
-$14.8M
5
BWA
Brave Warrior Advisors
New York
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
251
Gemmer Asset Management
California
$7K – – –
MNBTD
252
Moody National Bank Trust Division
Texas
$7K – – –
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.85K +19 +90%
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.62K – – –
AIL
255
AGF Investments LLC
Ontario, Canada
$5K -$15.4K -117 -75%
SA
256
SRH Advisors
Kansas
$5K – – –
Bessemer Group
257
Bessemer Group
New Jersey
$4K +$4K +31 New
BWA
258
BDO Wealth Advisors
Florida
$4K +$4K +32 New
CAM
259
Cresset Asset Management
Illinois
$4K +$4K +35,700 New
SCM
260
Shelton Capital Management
Colorado
$3.13K -$22.5K -2,746 -88%
CFGS
261
Concourse Financial Group Securities
Alabama
$3K -$8.59K -83 -74%
IAS
262
IMA Advisory Services
Colorado
$3K – – –
OFW
263
Omnia Family Wealth
Florida
$3K – – –
US Bancorp
264
US Bancorp
Minnesota
$3K +$889 +8 +42%
CAW
265
Cornerstone Advisors (Washington)
Washington
$3K +$3K +23 New
VCM
266
Versant Capital Management
Arizona
$1K – – –
AIM
267
Advantage Investment Management
Iowa
$1K – – –
WAM
268
Wealthspire Advisors (Maryland)
Maryland
$1K +$1K +7 New
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
– -$7.08M -72,414 Closed
Nordea Investment Management
270
Nordea Investment Management
Sweden
– -$3.87M -39,627 Closed
SGAM
271
Smith Group Asset Management
Texas
– -$2.28M -23,280 Closed
AAMU
272
AEGON Asset Management (UK)
United Kingdom
– -$1.34M -13,720 Closed
ECM
273
ETrade Capital Management
Virginia
– -$1.05M -10,760 Closed
Assenagon Asset Management
274
Assenagon Asset Management
Luxembourg
– -$797K -8,159 Closed
MSL
275
Mackay Shields LLC
New York
– -$714K -7,300 Closed
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