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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 %
LC
301
Lindbrook Capital
California
$2K -$1.75K -14 -47%
ACM
302
AUA Capital Management
Pennsylvania
$2K -$778 -7 -28%
FMP
303
Financial Management Professionals
Texas
$2K – – –
SFO
304
Standard Family Office
South Dakota
$2K +$2K +13 New
DI
305
Disciplined Investments
Oklahoma
$1K – – –
VCM
306
Versant Capital Management
Arizona
$1K – – –
CWP
307
Concord Wealth Partners
Virginia
$1K – – –
EI
308
Ellevest Inc
New York
$1K +$455 +5 +83%
BIA
309
Bell Investment Advisors
California
$1K +$1K +9 New
SWA
310
Sutton Wealth Advisors
Florida
$718 +$718 +6 New
AAM
311
AMI Asset Management
California
– -$6.3M -46,070 Closed
BC
312
Brookfield Corp
Ontario, Canada
– -$5.62M -41,087 Closed
GIP
313
Granite Investment Partners
California
– -$4.88M -35,647 Closed
WAM
314
Weiss Asset Management
Massachusetts
– -$2.75M -20,099 Closed
PFC
315
Phocas Financial Corp
California
– -$2.75M -20,075 Closed
ACM
316
Argent Capital Management
Missouri
– -$2.55M -18,655 Closed
NA
317
NewEdge Advisors
Louisiana
– -$2.1M -15,332 Closed
Jacobs Levy Equity Management
318
Jacobs Levy Equity Management
New Jersey
– -$1.42M -10,406 Closed
HW
319
Hancock Whitney
Mississippi
– -$1.27M -9,272 Closed
PFM
320
Premier Fund Managers
United Kingdom
– -$1.15M -8,390 Closed
EGM
321
Engineers Gate Manager
New York
– -$1.14M -8,304 Closed
Connor, Clark & Lunn Investment Management (CC&L)
322
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.02M -7,417 Closed
ERSOT
323
Employees Retirement System of Texas
Texas
– -$1.01M -7,400 Closed
BAM
324
Blueshift Asset Management
New Jersey
– -$873K -6,380 Closed
Point72 Asset Management
325
Point72 Asset Management
Connecticut
– -$794K -5,800 Closed
10 11 12
13
14