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Primerica
PRI

Overview Fund Activity

312 hedge funds and large institutions have $4.1B invested in Primerica in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-11
Holders Change %
-3.41%
% of All Funds
5.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
107
Reduced
115
Closed
38
Calls
$9.52M
Puts
$1.88M
Net Calls
+$7.64M
Net Calls Change
+$3.46M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$497M
2
BWA
Brave Warrior Advisors
New York
$263M
3
Millennium Management
Millennium Management
New York
$54.2M
4
Morgan Stanley
Morgan Stanley
New York
$14.7M
5
FMI
Fiduciary Management Inc
Wisconsin
$62.8M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.21M
2
Vanguard Group
Vanguard Group
Pennsylvania
$489M
3
Goldman Sachs
Goldman Sachs
New York
$20.1M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$40M
5
Fidelity International
Fidelity International
Bermuda
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
276
Cordasco Financial Network
Florida
$11K – – –
WB
277
Webster Bank
Connecticut
$11K – – –
LFG
278
Larson Financial Group
Missouri
$11K +$11K +94 New
QCG
279
Quadrant Capital Group
Ohio
$10K +$964 +8 +11%
QC
280
Quent Capital
New York
$10K +$4.94K +42 +98%
WTA
281
Washington Trust Advisors
Massachusetts
$9K – – –
HFM
282
Harvest Fund Management
China
$9K – – –
GWM
283
Geneos Wealth Management
Colorado
$9K – – –
ZB
284
Zions Bancorporation
Utah
$8K -$2.88K -23 -26%
CWC
285
Carolinas Wealth Consulting
North Carolina
$8K – – –
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$7K +$1.95K +17 +39%
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$7K +$6.38K +51 +1,020%
HS
288
Horan Securities
United States
$7K +$7K +57 New
SA
289
SRH Advisors
Kansas
$5K – – –
ZIG
290
Zullo Investment Group
Pennsylvania
$5K – – –
JWA
291
JFS Wealth Advisors
Pennsylvania
$5K +$2.56K +23 +105%
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$4K -$5.36K -59 -57%
IFAM
293
Institutional & Family Asset Management
Colorado
$4K – – –
EWA
294
EverSource Wealth Advisors
Alabama
$4K – – –
FHA
295
First Horizon Advisors
Tennessee
$4K +$1.16K +9 +41%
FBT
296
First Bank & Trust
South Dakota
$3K – – –
SC
297
Schubert & Co
Texas
$3K +$2.05K +15 +214%
AAP
298
Arax Advisory Partners
Colorado
$3K +$1.82K +17 +155%
HI
299
Harbour Investments
Wisconsin
$3K +$3K +24 New
Bank of Montreal
300
Bank of Montreal
Ontario, Canada
$2.42K -$586 -4,824 -19%
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