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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 %
SA
301
SRH Advisors
Kansas
$5K – – –
IFAM
302
Institutional & Family Asset Management
Colorado
$5K – – –
FPS
303
Fieldpoint Private Securities
Connecticut
$4K -$667 -5 -14%
LC
304
Lindbrook Capital
California
$4K +$1.87K +14 +88%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$4K +$4K +29 New
EWA
306
EverSource Wealth Advisors
Alabama
$4K +$4K +32 New
FHA
307
First Horizon Advisors
Tennessee
$3K -$10.1K -74 -77%
FBT
308
First Bank & Trust
South Dakota
$3K – – –
ACM
309
AUA Capital Management
Pennsylvania
$3K – – –
JWA
310
JFS Wealth Advisors
Pennsylvania
$3K +$1.64K +12 +120%
AAP
311
Arax Advisory Partners
Colorado
$2K -$727 -4 -27%
FMP
312
Financial Management Professionals
Texas
$2K – – –
CI
313
Cordant Inc
Oregon
$2K +$2K +17 New
DA
314
Denali Advisors
California
$1K -$667 -4 -40%
VCM
315
Versant Capital Management
Arizona
$1K – – –
EI
316
Ellevest Inc
New York
$1K – – –
SC
317
Schubert & Co
Texas
$1K – – –
MCC
318
Money Concepts Capital
Florida
$1K +$1K +4 New
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +5 New
DI
320
Disciplined Investments
Oklahoma
$1K +$1K +7 New
CWP
321
Concord Wealth Partners
Virginia
$1K +$1K +8 New
CCM
322
Cantillon Capital Management
New York
– -$111M -727,292 Closed
Westfield Capital Management
323
Westfield Capital Management
Massachusetts
– -$30M -195,459 Closed
Axa
324
Axa
France
– -$8.46M -55,200 Closed
WC
325
Walthausen & Co
New York
– -$2.51M -16,342 Closed
11 12
13
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