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Primerica
PRI

Overview Fund Activity

312 hedge funds and large institutions have $4.1B invested in Primerica in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-11
Holders Change %
-3.41%
% of All Funds
5.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
107
Reduced
115
Closed
38
Calls
$9.52M
Puts
$1.88M
Net Calls
+$7.64M
Net Calls Change
+$3.46M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$497M
2
BWA
2
Brave Warrior Advisors
New York
$263M
3
Millennium Management
3
Millennium Management
New York
$54.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.7M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$62.8M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$1.21M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$489M
3
Goldman Sachs
3
Goldman Sachs
New York
$20.1M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$40M
5
Fidelity International
5
Fidelity International
Bermuda
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
251
TCI Wealth Advisors
Arizona
$48K – – –
VVP
252
Venture Visionary Partners
Ohio
$45.2K +$45.2K +378 New
FF
253
FourThought Financial
Florida
$43K +$2.16K +18 +5%
CSB
254
City State Bank
Iowa
$41K – – –
AssetMark Inc
255
AssetMark Inc
California
$40K -$10.5K -88 -21%
CWM
256
Castle Wealth Management
Florida
$38K +$38K +318 New
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$34K – – –
Nomura Asset Management
258
Nomura Asset Management
Japan
$33.5K +$10.8K +90 +47%
PCG
259
Private Capital Group
Connecticut
$30K -$10.6K -89 -26%
C
260
Covestor
United Kingdom
$29K -$1.31K -11 -4%
PA
261
Parallel Advisors
California
$25K -$2.26K -19 -8%
ST
262
Smithfield Trust
Pennsylvania
$21K – – –
AIP
263
Ahrens Investment Partners
Louisiana
$21K – – –
SWM
264
Spire Wealth Management
Virginia
$20K – – –
BC
265
Bartlett & Co
Ohio
$20K +$20K +166 New
BCWM
266
Bartlett & Co Wealth Management
Ohio
$19.9K +$19.9K +166 New
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19K +$13.2K +110 +224%
Lazard Asset Management
268
Lazard Asset Management
New York
$19K – – –
BTI
269
Blue Trust Inc
Georgia
$15K +$15K +111 New
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$14K -$377K -3,098 -96%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
PTC
272
Private Trust Company
Ohio
$13K +$13K +110 New
CMBA
273
C.M. Bidwell & Associates
Hawaii
$12K – – –
SIS
274
Sound Income Strategies
Florida
$12K +$12K +103 New
IA
275
IFP Advisors
Florida
$11K – – –
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11
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