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Primerica
PRI

Overview Fund Activity

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.62%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$120M
2
AM
2
AGF Management
Ontario, Canada
$98.8M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$11.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$47.7M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$7.99M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.21M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$10.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$21M
5
Victory Capital Management
5
Victory Capital Management
Texas
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
251
Everhart Financial Group
Ohio
$220K +$220K +1,276 New
FFM
252
Forum Financial Management
Illinois
$219K +$219K +1,269 New
MGIA
253
Moneta Group Investment Advisors
Missouri
$213K +$213K +1,238 New
HWM
254
HB Wealth Management
Georgia
$209K +$209K +1,213 New
TWC
255
TD Waterhouse Canada
Ontario, Canada
$189K – – –
SWM
256
Sugarloaf Wealth Management
Georgia
$183K – – –
AI
257
AXS Investments
New York
$150K +$150K +870 New
RTC
258
Riverview Trust Company
Washington
$142K – – –
UCB
259
United Community Bank
South Carolina
$139K – – –
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K +$134K +777 New
NA
261
NewEdge Advisors
Louisiana
$122K -$1.72K -10 -1%
ACA
262
Atlas Capital Advisors
Wyoming
$114K +$114K +659 New
CMF
263
Counterpoint Mutual Funds
California
$112K +$112K +649 New
CI Investments Inc
264
CI Investments Inc
Ontario, Canada
$106K +$1.38K +8 +1%
Lazard Asset Management
265
Lazard Asset Management
New York
$100K +$54.2K +317 +118%
Simplex Trading
266
Simplex Trading
Illinois
$99K +$98.7K +573 +28,650%
HPC
267
HM Payson & Co
Maine
$90.9K +$90.9K +528 New
MFG
268
Mendota Financial Group
Wisconsin
$83.7K – – –
S
269
SignatureFD
Georgia
$78.2K +$20.2K +117 +35%
First Manhattan
270
First Manhattan
New York
$77.5K – – –
EBA
271
Eagle Bay Advisors
New York
$70.9K – – –
MC
272
Machina Capital
France
$70.6K +$70.6K +410 New
TWA
273
TCI Wealth Advisors
Arizona
$69.4K – – –
BF
274
BOK Financial
Oklahoma
$68.9K -$823K -4,778 -92%
CP
275
Castleview Partners
Texas
$65.1K +$65.1K +378 New
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