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Primerica
PRI

Overview Fund Activity

367 hedge funds and large institutions have $6.29B invested in Primerica in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 141 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.85%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
109
Reduced
141
Closed
33
Calls
$5.39M
Puts
$3.45M
Net Calls
+$1.94M
Net Calls Change
-$4.57M

Top Buyers

1
Invesco
Invesco
Georgia
$87.2M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$23M
3
First Trust Advisors
First Trust Advisors
Illinois
$8.34M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$9.79M
5
AA
ALPS Advisors
Colorado
$6.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
$612K
2
Victory Capital Management
Victory Capital Management
Texas
$75.3M
3
FMI
Fiduciary Management Inc
Wisconsin
$110M
4
Comerica Bank
Comerica Bank
Texas
$4.41M
5
Vanguard Group
Vanguard Group
Pennsylvania
$727M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
351
VisionPoint Advisory Group
Texas
$2.72K +$2.33K +12 +600%
AWM
352
Atticus Wealth Management
Florida
$2.33K – – –
FMP
353
Financial Management Professionals
Texas
$2K -$1.4K -7 -41%
Loomis, Sayles & Company
354
Loomis, Sayles & Company
Massachusetts
$2K – – –
VF
355
VitalStone Financial
Texas
$2K +$2K +12 New
VCM
356
Versant Capital Management
Arizona
$1.94K – – –
NSG
357
Nalls Sherbakoff Group
Tennessee
$1.75K – – –
BIA
358
Bell Investment Advisors
California
$1.75K – – –
FHA
359
First Horizon Advisors
Tennessee
$1.36K – – –
AW
360
Avion Wealth
Texas
$1K +$385 +5 +63%
BAAM
361
Baker Avenue Asset Management
California
$970 – – –
SWM
362
Spire Wealth Management
Virginia
$776 +$776 +4 New
MCM
363
Manchester Capital Management
Vermont
$583 – – –
FFA
364
Farther Finance Advisors
California
$582 – – –
EWA
365
EverSource Wealth Advisors
Alabama
$582 – – –
CWC
366
Carolinas Wealth Consulting
North Carolina
$402 -$14.7K -73 -97%
TWP
367
TFO Wealth Partners
Ohio
$396 – – –
HI
368
Horizon Investments
North Carolina
$388 – – –
Hotchkis & Wiley Capital Management
369
Hotchkis & Wiley Capital Management
California
– -$3.82M -19,310 Closed
DCM
370
Dupont Capital Management
Delaware
– -$2.19M -11,083 Closed
JFG
371
Jefferies Financial Group
New York
– -$1.28M -6,457 Closed
EF
372
Empowered Funds
Pennsylvania
– -$1.21M -6,096 Closed
Balyasny Asset Management
373
Balyasny Asset Management
Illinois
– -$1.11M -5,637 Closed
Aviva
374
Aviva
United Kingdom
– -$846K -4,277 Closed
BAMF
375
BI Asset Management Fondsmaeglerselskab
Denmark
– -$792K -4,004 Closed
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15
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