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Primerica
PRI

Overview Fund Activity

334 hedge funds and large institutions have $4B invested in Primerica in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+35
Holders Change %
+11.71%
% of All Funds
6.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
62
Increased
101
Reduced
118
Closed
24
Calls
$14.2M
Puts
$1.11M
Net Calls
+$13.1M
Net Calls Change
+$12.7M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$21M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$15.5M
3
BWA
Brave Warrior Advisors
New York
+$13.1M
4
AII
AGF Investments Inc
Ontario, Canada
+$13.1M
5
MWNA
Marshall Wace North America
New York
+$12.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$77.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$38.2M
3
BlackRock
BlackRock
New York
-$24.8M
4
State Street
State Street
Massachusetts
-$11.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
Flagship Harbor Advisors
Massachusetts
$53K -$6.14K -55 -10%
AF
277
Advisornet Financial
Minnesota
$49K – – –
TWA
278
TCI Wealth Advisors
Arizona
$45K – – –
SPIA
279
Steward Partners Investment Advisory
New York
$43K +$24.9K +219 +138%
PCG
280
Private Capital Group
Connecticut
$41K -$3.98K -35 -9%
S
281
SignatureFD
Georgia
$30K +$4.55K +40 +18%
ASN
282
Advisory Services Network
Georgia
$28K +$28K +246 New
PA
283
Parallel Advisors
California
$25K – – –
Bank Julius Baer & Co
284
Bank Julius Baer & Co
Switzerland
$20K – – –
AssetMark Inc
285
AssetMark Inc
California
$20K – – –
ST
286
Smithfield Trust
Pennsylvania
$20K – – –
FQ
287
First Quadrant
California
$20K +$20K +175 New
CHAM
288
Clear Harbor Asset Management
Connecticut
$19.8K +$19.8K +175 New
IA
289
IFP Advisors
Florida
$17K -$218 -2 -1%
CIA
290
CSat Investment Advisory
Michigan
$17K +$2.24K +20 +15%
MAM
291
Meeder Asset Management
Ohio
$16K +$676 +6 +4%
RWA
292
Ropes Wealth Advisors
Massachusetts
$16K +$16K +141 New
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$16K +$16K +141 New
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16K +144 New
HNB
295
Huntington National Bank
Ohio
$15K +$115 +1 +0.8%
ZB
296
Zions Bancorporation
Utah
$14K – – –
QCG
297
Quadrant Capital Group
Ohio
$12K – – –
CMBA
298
C.M. Bidwell & Associates
Hawaii
$12K – – –
CWC
299
Carolinas Wealth Consulting
North Carolina
$12K +$8.26K +73 +221%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$12K +$12K +104 New
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