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Primerica
PRI

Overview Fund Activity

277 hedge funds and large institutions have $3.24B invested in Primerica in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-32
Holders Change %
-10.36%
% of All Funds
6.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
29
Increased
100
Reduced
103
Closed
58
Calls
$5.33M
Puts
$1.38M
Net Calls
+$3.95M
Net Calls Change
-$2M

Top Buyers

1
BWA
Brave Warrior Advisors
New York
+$66.7M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$12.7M
3
Deutsche Bank
Deutsche Bank
Germany
+$11.6M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$10.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$9.47M

Top Sellers

1
AII
AGF Investments Inc
Ontario, Canada
-$27.7M
2
Ameriprise
Ameriprise
Minnesota
-$27.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.8M
4
Invesco
Invesco
Georgia
-$21.1M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
251
CSat Investment Advisory
Michigan
$12K +$1.53K +17 +15%
ZB
252
Zions Bancorporation
Utah
$11K -$12.8K -143 -54%
IFAM
253
Institutional & Family Asset Management
Colorado
$9K -$524 -6 -6%
CMBA
254
C.M. Bidwell & Associates
Hawaii
$9K – – –
CFN
255
Cordasco Financial Network
Florida
$8K – – –
FHA
256
First Horizon Advisors
Tennessee
$8K +$8K +94 New
HPC
257
HM Payson & Co
Maine
$7K -$324K -3,653 -98%
GWM
258
Geneos Wealth Management
Colorado
$7K -$10.1K -115 -59%
CCA
259
Column Capital Advisors
Indiana
$7K -$6.64K -74 -49%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
SL
262
Savior LLC
Massachusetts
$6K – – –
GAM
263
Gemmer Asset Management
California
$5K – – –
GRP
264
Global Retirement Partners
California
$4K – – –
CTC
265
Central Trust Company
Missouri
$4K – – –
HIA
266
Harbor Investment Advisory
Maryland
$4K +$4K +49 New
SA
267
SRH Advisors
Kansas
$3K – – –
OPS
268
Orion Portfolio Solutions
Nebraska
$3K +$1.75K +21 +140%
MAM
269
Meeder Asset Management
Ohio
$3K +$1.83K +22 +157%
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$2K -$8.17K -94 -80%
HGWM
271
Harvest Group Wealth Management
Massachusetts
$2K -$5.91K -68 -75%
FBT
272
First Bank & Trust
South Dakota
$2K – – –
ABC
273
Associated Banc-Corp
Wisconsin
$2K +$2K +18 New
BCA
274
Berman Capital Advisors
Georgia
$2K +$2K +24 New
CFGS
275
Concourse Financial Group Securities
Alabama
$1K -$813 -13 -45%
9 10
11
12 13