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Primerica
PRI

Overview Fund Activity

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.51M
Net Calls Change
+$2.81M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$117M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$49.4M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$131M
4
Franklin Resources
4
Franklin Resources
California
$7.49M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$254M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$750M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$758M
3
Victory Capital Management
3
Victory Capital Management
Texas
$126M
4
BC
4
Brookfield Corp
Ontario, Canada
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
NECFA
326
New England Capital Financial Advisors
Connecticut
$9.89K – – –
QL
327
Quarry LP
New York
$9.1K +$9.1K +46 New
APW
328
Acima Private Wealth
Virginia
$8.31K – – –
JWA
329
JFS Wealth Advisors
Pennsylvania
$7.12K -$198 -1 -3%
IFAM
330
Institutional & Family Asset Management
Colorado
$7.12K – – –
SA
331
SRH Advisors
Kansas
$6.55K – – –
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$5.14K -$14.4K -73 -74%
BWL
333
Bogart Wealth LLC
Virginia
$4.55K – – –
AAP
334
Arax Advisory Partners
Colorado
$4.15K -$2.18K -11 -34%
PFBT
335
Parkside Financial Bank & Trust
Missouri
$4.15K – – –
AF
336
Allworth Financial
California
$3.96K – – –
OIS
337
Okabena Investment Services
Minnesota
$3.56K – – –
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$3.16K – – –
FMP
339
Financial Management Professionals
Texas
$3K – – –
CAL
340
Capital Advisors Ltd
Ohio
$3K +$353 +2 +13%
SIC
341
SJS Investment Consulting
Ohio
$2.97K – – –
MRCM
342
M&R Capital Management
New Jersey
$2.77K – – –
GRP
343
Global Retirement Partners
California
$2.57K +$198 +1 +8%
AWM
344
Atticus Wealth Management
Florida
$2.37K +$2.37K +12 New
Loomis, Sayles & Company
345
Loomis, Sayles & Company
Massachusetts
$2K +$2K +12 New
DI
346
Disciplined Investments
Oklahoma
$1.98K -$198 -1 -9%
VCM
347
Versant Capital Management
Arizona
$1.98K – – –
BIA
348
Bell Investment Advisors
California
$1.78K – – –
NSG
349
Nalls Sherbakoff Group
Tennessee
$1.64K – – –
CAS
350
Coppell Advisory Solutions
Texas
$1.59K +$1.59K +8 New
12 13
14
15 16