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Primerica
PRI

Overview Fund Activity

301 hedge funds and large institutions have $4.2B invested in Primerica in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 134 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-11
Holders Change %
-3.53%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
83
Reduced
134
Closed
34
Calls
$2.7M
Puts
$445K
Net Calls
+$2.26M
Net Calls Change
-$5.39M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$78.6M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$21.3M
3
FMI
Fiduciary Management Inc
Wisconsin
$80.4M
4
RJA
Raymond James & Associates
Florida
$15M
5
LI
Leeward Investments
Massachusetts
$12.5M

Top Sellers

1
VDI
Vaughan David Investments
Illinois
$281K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$416M
3
Vanguard Group
Vanguard Group
Pennsylvania
$489M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
276
SRH Advisors
Kansas
$5K – – –
ZIG
277
Zullo Investment Group
Pennsylvania
$5K – – –
JWA
278
JFS Wealth Advisors
Pennsylvania
$4K -$2K -15 -33%
IFAM
279
Institutional & Family Asset Management
Colorado
$4K – – –
AAP
280
Arax Advisory Partners
Colorado
$4K +$606 +5 +18%
SC
281
Schubert & Co
Texas
$4K +$1.16K +9 +41%
EI
282
Ellevest Inc
New York
$4K +$2.58K +20 +182%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$3K -$882 -10 -23%
HI
284
Harbour Investments
Wisconsin
$3K – – –
Bank of Montreal
285
Bank of Montreal
Ontario, Canada
$2.52K +$16 +129 +0.6%
SFO
286
Standard Family Office
South Dakota
$2K – – –
FMP
287
Financial Management Professionals
Texas
$2K – – –
CAL
288
Capital Advisors Ltd
Ohio
$2K +$1.88K +15 +1,500%
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +20 New
FHA
290
First Horizon Advisors
Tennessee
$1K -$3.43K -24 -77%
ACM
291
AUA Capital Management
Pennsylvania
$1K -$500 -6 -33%
BIA
292
Bell Investment Advisors
California
$1K -$800 -4 -44%
VCM
293
Versant Capital Management
Arizona
$1K – – –
DI
294
Disciplined Investments
Oklahoma
$1K +$222 +2 +29%
GRP
295
Global Retirement Partners
California
$1K +$1K +7 New
AF
296
Allworth Financial
California
$1K +$1K +10 New
SIC
297
SJS Investment Consulting
Ohio
$1K +$1K +10 New
SWA
298
Sutton Wealth Advisors
Florida
$741 – – –
Robeco Institutional Asset Management
299
Robeco Institutional Asset Management
Netherlands
– -$8.98M -75,000 Closed
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
– -$5.55M -46,325 Closed
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