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Primerica
PRI

Overview Fund Activity

487 hedge funds and large institutions have $8.25B invested in Primerica in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 168 increasing their positions, 151 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+40
Holders Change %
+8.95%
% of All Funds
6.48%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
76
Increased
168
Reduced
151
Closed
30
Calls
$868K
Puts
$570K
Net Calls
+$298K
Net Calls Change
+$2.21M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$31.6M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$212M
3
BlackRock
BlackRock
New York
$849M
4
Fidelity International
Fidelity International
Bermuda
$35.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$44.6M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$232M
2
Millennium Management
Millennium Management
New York
$65.2M
3
Invesco
Invesco
Georgia
$37.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$38.2M
5
BAMCO Inc
BAMCO Inc
New York
$449M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
351
Ballentine Partners
Massachusetts
$244K +$23.9K +88 +11%
CAM
352
Cresset Asset Management
Illinois
$244K -$358K -1,319 -59%
AB
353
ANB Bank
Colorado
$242K +$242K +893 New
MML Investors Services
354
MML Investors Services
Massachusetts
$237K -$1.9K -7 -0.8%
1832 Asset Management
355
1832 Asset Management
Ontario, Canada
$235K – – –
HAS
356
HBW Advisory Services
California
$235K – – –
BRWA
357
B. Riley Wealth Advisors
Florida
$233K -$83.3K -307 -26%
AWM
358
Axxcess Wealth Management
California
$229K +$2.71K +10 +1%
ECM
359
Everence Capital Management
Indiana
$228K +$228K +840 New
IA
360
IFC Advisors
California
$227K +$227K +837 New
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$226K +$21.7K +78 +11%
SWM
362
Sugarloaf Wealth Management
Georgia
$226K -$8.41K -31 -4%
PA
363
Profund Advisors
Maryland
$224K -$40.4K -149 -15%
MYAM
364
Meiji Yasuda Asset Management
Japan
$221K -$4.89K -18 -2%
HPC
365
HM Payson & Co
Maine
$218K – – –
FCP
366
Fidelis Capital Partners
Florida
$217K – – –
CCIA
367
Campbell & Co Investment Adviser
Maryland
$217K +$217K +801 New
AFCM
368
Applied Finance Capital Management
Puerto Rico
$216K – – –
FSC
369
Full Sail Capital
Oklahoma
$216K +$5.97K +22 +3%
GCM
370
Gator Capital Management
Florida
$214K +$214K +790 New
SW
371
SlateStone Wealth
Florida
$212K +$272 +1 +0.1%
CWM
372
Congress Wealth Management
Massachusetts
$211K -$2.72K -10 -1%
FTWA
373
Fifth Third Wealth Advisors
Ohio
$209K – – –
FFWA
374
Forthright Family Wealth Advisory
Texas
$207K – – –
Rafferty Asset Management
375
Rafferty Asset Management
New York
$207K -$4.89K -18 -2%
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15
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