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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
5.73%
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 %
FHA
351
First Horizon Advisors
Tennessee
$1.38K – – –
BTI
352
Blue Trust Inc
Georgia
$1K -$29.9K -209 -97%
BAAM
353
Baker Avenue Asset Management
California
$989 – – –
FGAM
354
Financial Gravity Asset Management
Texas
$775 +$775 +198 New
MCM
355
Manchester Capital Management
Vermont
$594 – – –
EWA
356
EverSource Wealth Advisors
Alabama
$593 – – –
FFA
357
Farther Finance Advisors
California
$593 +$198 +1 +50%
CFGS
358
Concourse Financial Group Securities
Alabama
$593 +$593 +3 New
HI
359
Horizon Investments
North Carolina
$396 – – –
TWP
360
TFO Wealth Partners
Ohio
$396 – – –
VAG
361
VisionPoint Advisory Group
Texas
$396 +$396 +2 New
Comerica Bank
362
Comerica Bank
Texas
$2 +$2 +113,772 New
WSCM
363
Wellington Shields Capital Management
New York
– -$276K -138,592 Closed
BC
364
Brookfield Corp
Ontario, Canada
– -$11.9M -69,292 Closed
Point72 Asset Management
365
Point72 Asset Management
Connecticut
– -$11.7M -67,863 Closed
Voloridge Investment Management
366
Voloridge Investment Management
Florida
– -$5.83M -33,820 Closed
NIG
367
NFJ Investment Group
Texas
– -$5.56M -32,256 Closed
CSS
368
Cubist Systematic Strategies
Connecticut
– -$3.52M -20,459 Closed
CS
369
Candriam SCA
Luxembourg
– -$2.65M -16,702 Closed
OQS
370
Occudo Quantitative Strategies
Florida
– -$2.63M -15,272 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
371
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$1.14M -6,600 Closed
JF
372
Jump Financial
Illinois
– -$950K -5,517 Closed
I
373
InceptionR
California
– -$634K -3,681 Closed
TMC
374
Trellus Management Company
Florida
– -$620K -3,600 Closed
CM
375
Capula Management
Cayman Islands
– -$453K -2,629 Closed
12 13 14
15
16