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Primerica
PRI

Overview Fund Activity

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.51M
Net Calls Change
+$2.81M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$117M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$49.4M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$131M
4
Franklin Resources
4
Franklin Resources
California
$7.49M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$254M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$750M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$758M
3
Victory Capital Management
3
Victory Capital Management
Texas
$126M
4
BC
4
Brookfield Corp
Ontario, Canada
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
251
Two Sigma Securities
New York
$285K -$89.4K -452 -24%
HWM
252
HB Wealth Management
Georgia
$285K +$44.9K +227 +19%
Simplex Trading
253
Simplex Trading
Illinois
$279K +$165K +838 +146%
SSA
254
Schonfeld Strategic Advisors
New York
$271K -$1.13M -5,731 -81%
PTC
255
Petrus Trust Company
Texas
$271K +$271K +1,368 New
QCM
256
Quantinno Capital Management
New York
$269K +$269K +1,360 New
MYIA
257
Mount Yale Investment Advisors
Colorado
$265K -$20.8K -105 -7%
P
258
Pitcairn
Pennsylvania
$264K -$30.7K -155 -10%
FFM
259
Forum Financial Management
Illinois
$251K – – –
SPIA
260
Steward Partners Investment Advisory
New York
$251K -$2.18K -11 -0.9%
Walleye Trading
261
Walleye Trading
New York
$247K +$247K +1,250 New
MGIA
262
Moneta Group Investment Advisors
Missouri
$245K – – –
SGI
263
Summit Global Investments
Utah
$237K +$237K +1,200 New
VF
264
Virtu Financial
New York
$230K +$230K +1,162 New
EFS
265
Essex Financial Services
Connecticut
$225K +$225K +1,139 New
PA
266
Profund Advisors
Maryland
$222K -$32.4K -164 -13%
TWC
267
TD Waterhouse Canada
Ontario, Canada
$221K +$3.93K +20 +2%
MAG
268
Mayfair Advisory Group
Alabama
$212K +$212K +1,063 New
SWM
269
Sugarloaf Wealth Management
Georgia
$210K – – –
CCIA
270
Campbell & Co Investment Adviser
Maryland
$210K +$210K +1,062 New
HSBC Holdings
271
HSBC Holdings
United Kingdom
$207K +$207K +1,048 New
EI
272
Ethic Inc
New York
$202K +$202K +1,022 New
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$201K +$201K +1,018 New
RTC
274
Riverview Trust Company
Washington
$163K – – –
UCB
275
United Community Bank
South Carolina
$159K -$989 -5 -0.6%
9 10
11
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