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Primerica
PRI

Overview Fund Activity

320 hedge funds and large institutions have $4.62B invested in Primerica in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
93
Reduced
103
Closed
28
Calls
$2.16M
Puts
$170K
Net Calls
+$1.99M
Net Calls Change
-$274K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$115M
2
Invesco
Invesco
Georgia
$39.8M
3
BlackRock
BlackRock
New York
$463M
4
Principal Financial Group
Principal Financial Group
Iowa
$36.6M
5
BC
Brookfield Corp
Ontario, Canada
$7.03M

Top Sellers

1
Millennium Management
Millennium Management
New York
$38.6M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$551M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$41.8M
5
Fidelity International
Fidelity International
Bermuda
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
301
Capital Advisors Ltd
Ohio
$2K – – –
MRCM
302
M&R Capital Management
New Jersey
$1.99K +$1.99K +14 New
MCC
303
Money Concepts Capital
Florida
$1.99K +$1.99K +14 New
SIC
304
SJS Investment Consulting
Ohio
$1.84K +$426 +3 +30%
ACM
305
AUA Capital Management
Pennsylvania
$1.7K – – –
AF
306
Allworth Financial
California
$1.56K +$142 +1 +10%
DI
307
Disciplined Investments
Oklahoma
$1.56K +$284 +2 +22%
AF
308
Advisornet Financial
Minnesota
$1.56K +$1.56K +11 New
NA
309
NewEdge Advisors
Louisiana
$1.52K +$1.52K +717 New
VCM
310
Versant Capital Management
Arizona
$1.42K – – –
BIA
311
Bell Investment Advisors
California
$1.28K +$567 +4 +80%
SFG
312
Steward Financial Group
Texas
$1K +$1K +14 New
FHA
313
First Horizon Advisors
Tennessee
$993 – – –
GRP
314
Global Retirement Partners
California
$993 – – –
SWA
315
Sutton Wealth Advisors
Florida
$851 – – –
MCM
316
Manchester Capital Management
Vermont
$425 – – –
FFA
317
Farther Finance Advisors
California
$284 +$284 +2 New
TWP
318
TFO Wealth Partners
Ohio
$220 +$220 +3 New
HNB
319
Huntington National Bank
Ohio
$142 – – –
Massachusetts Financial Services
320
Massachusetts Financial Services
Massachusetts
– -$16.1M -130,451 Closed
TD Asset Management
321
TD Asset Management
Ontario, Canada
– -$9.4M -75,718 Closed
EIP
322
Epoch Investment Partners
New York
– -$9.12M -73,892 Closed
RWM
323
Ritholtz Wealth Management
New York
– -$4.09M -33,159 Closed
KBC Group
324
KBC Group
Belgium
– -$3.41M -27,622 Closed
AIMCA
325
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.32M -26,900 Closed
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