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Primerica
PRI

Overview Fund Activity

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.62%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M

Top Buyers

1
LAM
Lyrical Asset Management
New York
$120M
2
AM
AGF Management
Ontario, Canada
$98.8M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$11.7M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$47.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$7.99M

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.21M
2
Fidelity International
Fidelity International
Bermuda
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$10.9M
4
Brown Advisory
Brown Advisory
Maryland
$21M
5
Victory Capital Management
Victory Capital Management
Texas
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
301
Quent Capital
New York
$17.9K – – –
CMBA
302
C.M. Bidwell & Associates
Hawaii
$17.7K – – –
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$17.1K +$6.2K +36 +57%
LFG
304
Larson Financial Group
Missouri
$16.2K – – –
WB
305
Webster Bank
Connecticut
$15.8K – – –
BCWM
306
Bartlett & Co Wealth Management
Ohio
$15.2K – – –
BC
307
Bartlett & Co
Ohio
$15K – – –
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$15K +$7.41K +43 +98%
C
309
Covestor
United Kingdom
$14K -$171 -1 -1%
CWC
310
Carolinas Wealth Consulting
North Carolina
$12.9K – – –
WWP
311
WR Wealth Planners
Missouri
$11.7K +$11.7K +68 New
RCM
312
Raleigh Capital Management
North Carolina
$10.3K +$10.3K +60 New
LC
313
Lindbrook Capital
California
$8.96K +$172 +1 +2%
NECFA
314
New England Capital Financial Advisors
Connecticut
$8.61K – – –
APW
315
Acima Private Wealth
Virginia
$7.23K +$7.23K +42 New
SA
316
SRH Advisors
Kansas
$7K – – –
EI
317
Ellevest Inc
New York
$6.37K +$1.03K +6 +19%
JWA
318
JFS Wealth Advisors
Pennsylvania
$6.37K +$1.21K +7 +23%
IFAM
319
Institutional & Family Asset Management
Colorado
$6.2K – – –
SFG
320
Steward Financial Group
Texas
$6K +$3.67K +22 +157%
AAP
321
Arax Advisory Partners
Colorado
$5.51K -$172 -1 -3%
SC
322
Schubert & Co
Texas
$5.34K – – –
BWL
323
Bogart Wealth LLC
Virginia
$3.96K +$3.96K +23 New
VFA
324
Values First Advisors
Tennessee
$3.86K +$3.86K +22 New
PFBT
325
Parkside Financial Bank & Trust
Missouri
$3.62K -$3.96K -23 -52%
11 12
13
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