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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 %
IA
301
IFP Advisors
Florida
$2K – – –
EI
302
Ellevest Inc
New York
$2K +$462 +3 +30%
AAP
303
Arax Advisory Partners
Colorado
$2K +$933 +7 +88%
BIA
304
Bell Investment Advisors
California
$2K +$2K +10 New
EWM
305
Edge Wealth Management
New York
$2K +$2K +15 New
MCM
306
Manchester Capital Management
Vermont
$1K +$1K +8 New
Nisa Investment Advisors
307
Nisa Investment Advisors
Missouri
$768 – – –
Arrowstreet Capital
308
Arrowstreet Capital
Massachusetts
– -$11.5M -75,324 Closed
Jennison Associates
309
Jennison Associates
New York
– -$4.49M -29,298 Closed
AIM
310
Artemis Investment Management
United Kingdom
– -$3.58M -23,351 Closed
MAP
311
Moody Aldrich Partners
Massachusetts
– -$1.82M -11,883 Closed
WG
312
Winton Group
United Kingdom
– -$1.48M -9,645 Closed
MFS
313
Mirabella Financial Services
United Kingdom
– -$659K -4,300 Closed
Jane Street
314
Jane Street
New York
– -$519K -3,386 Closed
PI
315
PEAK6 Investments
Illinois
– -$424K -2,767 Closed
OTPPB
316
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$288K -1,882 Closed
RIM
317
Redwood Investment Management
Arizona
– -$287K -1,874 Closed
EGM
318
Engineers Gate Manager
New York
– -$232K -1,516 Closed
CCM
319
Coldstream Capital Management
Washington
– -$228K -1,489 Closed
SFO
320
Standard Family Office
South Dakota
– -$226K -1,477 Closed
ECM
321
ExodusPoint Capital Management
New York
– -$218K -1,424 Closed
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
– -$202K -1,316 Closed
AF
323
Advisornet Financial
Minnesota
– -$66K -433 Closed
ASN
324
Advisory Services Network
Georgia
– -$35K -229 Closed
SWG
325
Summit Wealth Group
Vermont
– -$29K -190 Closed
10 11 12
13
14