PRI icon

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 %
AF
326
Allworth Financial
California
$3.45K +$1.55K +9 +82%
BWM
327
BerganKDV Wealth Management
Minnesota
$3.27K +$3.27K +19 New
OIS
328
Okabena Investment Services
Minnesota
$3.1K -$174K -1,009 -98%
CAL
329
Capital Advisors Ltd
Ohio
$3K -$200 -1 -6%
FMP
330
Financial Management Professionals
Texas
$3K – – –
CFB
331
Cullen/Frost Bankers
Texas
$2.93K +$2.93K +17 New
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$2.76K -$689 -4 -20%
SIC
333
SJS Investment Consulting
Ohio
$2.58K +$345 +2 +15%
MRCM
334
M&R Capital Management
New Jersey
$2.41K – – –
AF
335
Advisornet Financial
Minnesota
$2.24K +$344 +2 +18%
IAIM
336
International Assets Investment Management
Florida
$2.24K +$2.24K +13 New
GRP
337
Global Retirement Partners
California
$2.15K +$896 +5 +71%
DI
338
Disciplined Investments
Oklahoma
$1.9K – – –
VCM
339
Versant Capital Management
Arizona
$1.72K – – –
BIA
340
Bell Investment Advisors
California
$1.55K – – –
NSG
341
Nalls Sherbakoff Group
Tennessee
$1.52K +$1.52K +9 New
FHA
342
First Horizon Advisors
Tennessee
$1.21K – – –
BAAM
343
Baker Avenue Asset Management
California
$861 -$7.23K -42 -89%
MCM
344
Manchester Capital Management
Vermont
$517 – – –
EWA
345
EverSource Wealth Advisors
Alabama
$517 +$517 +3 New
Commonwealth Equity Services
346
Commonwealth Equity Services
Massachusetts
$393 +$10 +59 +3%
TWP
347
TFO Wealth Partners
Ohio
$344 -$172 -1 -33%
FFA
348
Farther Finance Advisors
California
$344 – – –
HI
349
Horizon Investments
North Carolina
$344 +$344 +2 New
HNB
350
Huntington National Bank
Ohio
$172 – – –
12 13
14
15 16