PRI icon

Primerica
PRI

Overview Fund Activity

395 hedge funds and large institutions have $6.56B invested in Primerica in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+28
Holders Change %
+7.63%
% of All Funds
5.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
65
Increased
107
Reduced
154
Closed
30
Calls
$864K
Puts
$2.16M
Net Calls
-$1.3M
Net Calls Change
-$3.24M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$85.7M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.3M
4
Man Group
Man Group
United Kingdom
$11.3M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$25.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$617M
2
Victory Capital Management
Victory Capital Management
Texas
$38M
3
Norges Bank
Norges Bank
Norway
$31.2M
4
FMI
Fiduciary Management Inc
Wisconsin
$96.6M
5
Invesco
Invesco
Georgia
$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
376
M&R Capital Management
New Jersey
$2.88K – – –
AAP
377
Arax Advisory Partners
Colorado
$2.88K – – –
FFA
378
Frazier Financial Advisors
Ohio
$2.68K +$2.68K +13 New
VAG
379
VisionPoint Advisory Group
Texas
$2.06K -$823 -4 -29%
VCM
380
Versant Capital Management
Arizona
$2.06K – – –
VWM
381
Venturi Wealth Management
Texas
$2.06K +$2.06K +10 New
DPW
382
DiNuzzo Private Wealth
Pennsylvania
$2.06K +$2.06K +10 New
FMP
383
Financial Management Professionals
Texas
$2K – – –
NSG
384
Nalls Sherbakoff Group
Tennessee
$1.85K – – –
BIA
385
Bell Investment Advisors
California
$1.85K – – –
CAS
386
Coppell Advisory Solutions
Texas
$1.65K +$1.65K +8 New
BGAI
387
Bruce G. Allen Investments
Colorado
$1.65K +$1.65K +8 New
FHA
388
First Horizon Advisors
Tennessee
$1.44K – – –
FFA
389
Farther Finance Advisors
California
$1.03K +$412 +2 +67%
AW
390
Avion Wealth
Texas
$1K -$3.33K -10 -77%
MCM
391
Manchester Capital Management
Vermont
$618 – – –
CTC
392
Central Trust Company
Missouri
$618 +$618 +3 New
EWA
393
EverSource Wealth Advisors
Alabama
$617 – – –
HI
394
Horizon Investments
North Carolina
$617 +$206 +1 +50%
TWP
395
TFO Wealth Partners
Ohio
$412 – – –
EP
396
Edgestream Partners
New Jersey
– -$2.75M -14,166 Closed
Sumitomo Mitsui Trust Group
397
Sumitomo Mitsui Trust Group
Japan
– -$1.34M -6,888 Closed
Allianz Asset Management
398
Allianz Asset Management
Germany
– -$1.06M -5,473 Closed
WB
399
WesBanco Bank
West Virginia
– -$835K -4,305 Closed
OQS
400
Occudo Quantitative Strategies
Florida
– -$772K -3,980 Closed
13 14 15
16
17