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Primerica
PRI

Overview Fund Activity

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$497M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$105M
3
Victory Capital Management
3
Victory Capital Management
Texas
$53.3M
4
ACM
4
Academy Capital Management
Texas
$17.2M
5
BlackRock
5
BlackRock
New York
$508M

Top Sellers

1
CCM
1
Cantillon Capital Management
New York
$111M
2
UBS AM
2
UBS AM
Illinois
$11.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.9M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$615M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
276
Kings Point Capital Management
New York
$50K – – –
ACM
277
Aquatic Capital Management
Illinois
$46K +$46K +300 New
FAG
278
Fortitude Advisory Group
Washington
$45K +$45K +295 New
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$43K +$43K +282 New
AssetMark Inc
280
AssetMark Inc
California
$41K +$41K +268 New
PA
281
Parallel Advisors
California
$36K +$605 +4 +2%
S
282
SignatureFD
Georgia
$35K +$2.15K +14 +7%
HNB
283
Huntington National Bank
Ohio
$31K +$9.81K +63 +46%
ST
284
Smithfield Trust
Pennsylvania
$27K – – –
SWM
285
Spire Wealth Management
Virginia
$26K – – –
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$24K -$120K -774 -83%
Lazard Asset Management
287
Lazard Asset Management
New York
$24K – – –
C
288
Covestor
United Kingdom
$23K +$23K +146 New
SCA
289
Snowden Capital Advisors
New York
$23K +$23K +155 New
TPCW
290
TD Private Client Wealth
New York
$20.7K -$613 -4 -3%
ZB
291
Zions Bancorporation
Utah
$19K – – –
CMBA
292
C.M. Bidwell & Associates
Hawaii
$16K – – –
US Bancorp
293
US Bancorp
Minnesota
$15K -$4.41K -30 -23%
CFN
294
Cordasco Financial Network
Florida
$15K – – –
VCM
295
Vigilant Capital Management
Maine
$15K – – –
FHA
296
First Horizon Advisors
Tennessee
$15K +$625 +4 +4%
WB
297
Webster Bank
Connecticut
$14K +$14K +92 New
GWM
298
Geneos Wealth Management
Colorado
$12K – – –
WTA
299
Washington Trust Advisors
Massachusetts
$12K +$12K +77 New
CWS
300
Confluence Wealth Services
Pennsylvania
$12K +$12K +80 New
10 11
12
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