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Primerica
PRI

Overview Fund Activity

323 hedge funds and large institutions have $4.75B invested in Primerica in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 104 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-14
Holders Change %
-4.15%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
120
Reduced
104
Closed
49
Calls
$5.5M
Puts
$1.31M
Net Calls
+$4.19M
Net Calls Change
+$5.81M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$49.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$485M
3
BWA
3
Brave Warrior Advisors
New York
$288M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$14.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$13.3M

Top Sellers

1
CCM
1
Cantillon Capital Management
New York
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$585M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$66M
5
AII
5
AGF Investments Inc
Ontario, Canada
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
276
Smithfield Trust
Pennsylvania
$24K – – –
AIP
277
Ahrens Investment Partners
Louisiana
$24K +$24K +178 New
SWM
278
Spire Wealth Management
Virginia
$23K – – –
Lazard Asset Management
279
Lazard Asset Management
New York
$22K – – –
AW
280
Alaethes Wealth
Nevada
$16K +$16K +117 New
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$15K -$5.58K -42 -27%
Macquarie Group
282
Macquarie Group
Australia
$14K +$7.94K +58,049 +130%
CMBA
283
C.M. Bidwell & Associates
Hawaii
$14K – – –
CFN
284
Cordasco Financial Network
Florida
$13K – – –
WB
285
Webster Bank
Connecticut
$13K – – –
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$13K +$10.7K +85 +472%
ZB
287
Zions Bancorporation
Utah
$12K -$4.97K -36 -29%
WTA
288
Washington Trust Advisors
Massachusetts
$11K – – –
IA
289
IFP Advisors
Florida
$11K +$9.76K +55 +786%
CWC
290
Carolinas Wealth Consulting
North Carolina
$10K -$429 -3 -4%
GWM
291
Geneos Wealth Management
Colorado
$10K – – –
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
QCG
293
Quadrant Capital Group
Ohio
$10K +$533 +4 +6%
HFM
294
Harvest Fund Management
China
$9K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
295
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K – – –
GAM
296
Gemmer Asset Management
California
$8K – – –
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.7K +$410 +3 +7%
ZIG
298
Zullo Investment Group
Pennsylvania
$6K – – –
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$6K +$545 +4 +10%
QC
300
Quent Capital
New York
$6K +$2.37K +17 +65%
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12
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