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Primerica
PRI

Overview Fund Activity

303 hedge funds and large institutions have $4.56B invested in Primerica in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 83 increasing their positions, 110 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+34
Holders Change %
+12.64%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
56
Increased
83
Reduced
110
Closed
19
Calls
$3.77M
Puts
$2.76M
Net Calls
+$1.01M
Net Calls Change
-$4.54M

Top Buyers

1
Invesco
Invesco
Georgia
$58.7M
2
Millennium Management
Millennium Management
New York
$38.9M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$504M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$45.9M
5
PP
Paloma Partners
Connecticut
$14.7M

Top Sellers

1
BlackRock
BlackRock
New York
$462M
2
BWA
Brave Warrior Advisors
New York
$91M
3
Victory Capital Management
Victory Capital Management
Texas
$58.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$11.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$562M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
276
AssetMark Inc
California
$22K – – –
RIA
277
Realta Investment Advisors
Delaware
$18K – – –
HFM
278
Harvest Fund Management
China
$17K -$76.7K -645 -82%
SPIA
279
Steward Partners Investment Advisory
New York
$15K +$15K +127 New
HGWM
280
Harvest Group Wealth Management
Massachusetts
$12K – – –
CMBA
281
C.M. Bidwell & Associates
Hawaii
$12K – – –
CFN
282
Cordasco Financial Network
Florida
$12K +$12K +96 New
IFAM
283
Institutional & Family Asset Management
Colorado
$11K – – –
YWP
284
YorkBridge Wealth Partners
New York
$10K -$3.72K -32 -27%
CTC
285
Central Trust Company
Missouri
$10K – – –
CIA
286
CSat Investment Advisory
Michigan
$10K +$10K +81 New
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
GAM
288
Gemmer Asset Management
California
$7K – – –
CAW
289
Cornerstone Advisors (Washington)
Washington
$7K +$4.4K +39 +170%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
SA
291
SRH Advisors
Kansas
$5K – – –
BWA
292
BDO Wealth Advisors
Florida
$4K – – –
BFEC
293
Benjamin F. Edwards & Company
Missouri
$4K +$4K +33 New
US Bancorp
294
US Bancorp
Minnesota
$3K – – –
CFGS
295
Concourse Financial Group Securities
Alabama
$3K – – –
FBT
296
First Bank & Trust
South Dakota
$3K +$3K +21 New
WAS
297
Winch Advisory Services
Wisconsin
$2K +$2K +15 New
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$1K -$99.3K -1,192 -99%
AIM
299
Advantage Investment Management
Iowa
$1K – – –
VCM
300
Versant Capital Management
Arizona
$1K – – –
9 10 11
12
13