PRI icon

Primerica
PRI

Overview Fund Activity

399 hedge funds and large institutions have $7.95B invested in Primerica in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
5.78%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
46
Increased
127
Reduced
144
Closed
39
Calls
$1.32M
Puts
$2.9M
Net Calls
-$1.58M
Net Calls Change
-$287K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$35.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.3M
3
AM
AGF Management
Ontario, Canada
+$27.7M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.64M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49.2M
2
BWA
Brave Warrior Advisors
New York
-$25M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
-$16.6M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$13.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
251
Pitcairn
Pennsylvania
$422K -$5.06K -20 -1%
CAN
252
Cetera Advisor Networks
California
$421K -$47.6K -188 -10%
STA
253
Summit Trail Advisors
New York
$416K -$14.4K -57 -3%
HCA
254
Harbor Capital Advisors
Illinois
$416K +$416K +1,643 New
TI
255
Tidal Investments
Wisconsin
$406K -$120K -474 -23%
RCM
256
Radnor Capital Management
Pennsylvania
$405K – – –
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$400K -$1.49M -5,896 -79%
PA
258
PFW Advisors
Georgia
$385K – – –
SPIA
259
Steward Partners Investment Advisory
New York
$382K -$23K -91 -6%
SCM
260
Shelton Capital Management
Colorado
$382K – – –
HWM
261
HB Wealth Management
Georgia
$375K +$7.84K +31 +2%
SWP
262
Stratos Wealth Partners
Ohio
$371K – – –
EFA
263
Edge Financial Advisors
Illinois
$361K +$361K +1,426 New
RSWM
264
Robertson Stephens Wealth Management
California
$357K +$357K +1,411 New
II
265
Inspire Investing
Idaho
$356K -$116K -460 -25%
HSBC Holdings
266
HSBC Holdings
United Kingdom
$353K -$16.7K -66 -5%
PA
267
Profund Advisors
Maryland
$351K +$63.2K +250 +22%
IFS
268
Ifrah Financial Services
Arkansas
$345K -$7.08K -28 -2%
MCM
269
MAI Capital Management
Ohio
$341K +$759 +3 +0.2%
MGIA
270
Moneta Group Investment Advisors
Missouri
$335K +$14.9K +59 +5%
FFM
271
Forum Financial Management
Illinois
$321K – – –
ET
272
Entropy Technologies
New York
$319K +$319K +1,261 New
CG
273
Cynosure Group
Utah
$314K +$314K +1,243 New
NI
274
NDVR Inc
Massachusetts
$295K +$22K +87 +8%
CPC
275
Consolidated Planning Corp
Georgia
$294K +$294K +1,162 New
9 10
11
12 13