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Primerica
PRI

Overview Fund Activity

301 hedge funds and large institutions have $4.2B invested in Primerica in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 134 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-11
Holders Change %
-3.53%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
83
Reduced
134
Closed
34
Calls
$2.7M
Puts
$445K
Net Calls
+$2.26M
Net Calls Change
-$5.39M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$78.6M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$21.3M
3
FMI
Fiduciary Management Inc
Wisconsin
$80.4M
4
RJA
Raymond James & Associates
Florida
$15M
5
LI
Leeward Investments
Massachusetts
$12.5M

Top Sellers

1
VDI
Vaughan David Investments
Illinois
$281K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$416M
3
Vanguard Group
Vanguard Group
Pennsylvania
$489M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
251
National Bank of Canada
Quebec, Canada
$32K -$2.58K -21 -7%
MA
252
MUFG Americas
New York
$30K -$89.4K -715 -75%
PA
253
Parallel Advisors
California
$26K -$250 -2 -1%
IA
254
IFP Advisors
Florida
$23K +$13.2K +84 +135%
ST
255
Smithfield Trust
Pennsylvania
$22K – – –
C
256
Covestor
United Kingdom
$21K -$8.45K -70 -29%
SWM
257
Spire Wealth Management
Virginia
$21K – – –
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.6K – – –
QCG
259
Quadrant Capital Group
Ohio
$19K +$8.56K +68 +82%
WT
260
Whittier Trust
California
$19K +$19K +157 New
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$18K +$4.11K +34 +30%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$17K +$9.38K +75 +123%
BTI
263
Blue Trust Inc
Georgia
$16K +$2.44K +20 +18%
PTC
264
Private Trust Company
Ohio
$14K – – –
SIS
265
Sound Income Strategies
Florida
$13K – – –
CMBA
266
C.M. Bidwell & Associates
Hawaii
$13K – – –
QC
267
Quent Capital
New York
$13K +$2.48K +20 +24%
LFG
268
Larson Financial Group
Missouri
$12K – – –
BC
269
Bartlett & Co
Ohio
$11K -$9.75K -78 -47%
WB
270
Webster Bank
Connecticut
$11K – – –
BCWM
271
Bartlett & Co Wealth Management
Ohio
$10.9K -$9.63K -78 -47%
WTA
272
Washington Trust Advisors
Massachusetts
$10K – – –
HFM
273
Harvest Fund Management
China
$9K – – –
CWC
274
Carolinas Wealth Consulting
North Carolina
$9K – – –
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$6K -$1.15K -9 -16%
9 10
11
12 13