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Primerica
PRI

Overview Fund Activity

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-9
Holders Change %
-2.84%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
26
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$451M
2
SW
SVB Wealth
Massachusetts
$19.9M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$96.5M
4
BAM
Burgundy Asset Management
Ontario, Canada
$192M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$38.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$67.1M
2
UBS AM
UBS AM
Illinois
$22.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$625M
5
Brown Advisory
Brown Advisory
Maryland
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
276
Cordasco Financial Network
Florida
$15K – – –
VCM
277
Vigilant Capital Management
Maine
$15K +$15K +98 New
FHA
278
First Horizon Advisors
Tennessee
$14K +$7.46K +49 +114%
GWM
279
Geneos Wealth Management
Colorado
$12K – – –
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$12K +$6.6K +44 +122%
QCG
281
Quadrant Capital Group
Ohio
$11K – – –
CWC
282
Carolinas Wealth Consulting
North Carolina
$11K – – –
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
Jones Financial Companies
284
Jones Financial Companies
Missouri
$9K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
285
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K – – –
GAM
286
Gemmer Asset Management
California
$9K – – –
Rockefeller Capital Management
287
Rockefeller Capital Management
New York
$9K +$2.73K +20 +43%
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.37K – – –
SA
289
SRH Advisors
Kansas
$6K – – –
IFAM
290
Institutional & Family Asset Management
Colorado
$6K – – –
NFG
291
Next Financial Group
Texas
$5K – – –
FPS
292
Fieldpoint Private Securities
Connecticut
$5K – – –
ACM
293
AUA Capital Management
Pennsylvania
$4K -$462 -3 -10%
HI
294
Harbour Investments
Wisconsin
$4K – – –
FMP
295
Financial Management Professionals
Texas
$3K – – –
FBT
296
First Bank & Trust
South Dakota
$3K – – –
BMD
297
Better Money Decisions
New Mexico
$3K – – –
CTC
298
Central Trust Company
Missouri
$2K – – –
VCM
299
Versant Capital Management
Arizona
$2K – – –
IA
300
IFP Advisors
Florida
$2K – – –
10 11
12
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