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Primerica
PRI

Overview Fund Activity

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-9
Holders Change %
-2.84%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
26
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$451M
2
SW
SVB Wealth
Massachusetts
$19.9M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$96.5M
4
BAM
Burgundy Asset Management
Ontario, Canada
$192M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$38.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$67.1M
2
UBS AM
UBS AM
Illinois
$22.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$625M
5
Brown Advisory
Brown Advisory
Maryland
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
251
HM Payson & Co
Maine
$90K – – –
Walleye Trading
252
Walleye Trading
New York
$87K +$57.7K +376 +197%
FF
253
FourThought Financial
Florida
$73K -$1.07K -7 -1%
WWM
254
Wolff Wiese Magana
California
$70K -$6.46K -42 -8%
First Manhattan
255
First Manhattan
New York
$69K – – –
SPIA
256
Steward Partners Investment Advisory
New York
$61K – – –
TWA
257
TCI Wealth Advisors
Arizona
$61K – – –
PCG
258
Private Capital Group
Connecticut
$53K – – –
HFM
259
Harvest Fund Management
China
$50K – – –
KPCM
260
Kings Point Capital Management
New York
$50K +$50K +327 New
PA
261
Parallel Advisors
California
$36K -$769 -5 -2%
S
262
SignatureFD
Georgia
$33K – – –
ST
263
Smithfield Trust
Pennsylvania
$27K – – –
MAM
264
Meeder Asset Management
Ohio
$27K +$1.99K +13 +8%
SWM
265
Spire Wealth Management
Virginia
$26K – – –
BCA
266
Berman Capital Advisors
Georgia
$25K +$10.1K +68 +68%
Lazard Asset Management
267
Lazard Asset Management
New York
$24K -$319K -2,138 -93%
MA
268
MUFG Americas
New York
$23K +$23K +150 New
FAM
269
Fred Alger Management
New York
$22K – – –
TPCW
270
TD Private Client Wealth
New York
$21.4K – – –
HNB
271
Huntington National Bank
Ohio
$21K – – –
FMT
272
First Mercantile Trust
Tennessee
$20K -$1.07K -7 -5%
US Bancorp
273
US Bancorp
Minnesota
$20K +$303 +2 +2%
ZB
274
Zions Bancorporation
Utah
$19K – – –
CMBA
275
C.M. Bidwell & Associates
Hawaii
$16K – – –
9 10
11
12 13