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Primerica
PRI

Overview Fund Activity

399 hedge funds and large institutions have $7.95B invested in Primerica in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
5.78%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
46
Increased
127
Reduced
144
Closed
39
Calls
$1.32M
Puts
$2.9M
Net Calls
-$1.58M
Net Calls Change
-$287K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$35.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$792M
3
AM
AGF Management
Ontario, Canada
$168M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$163M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$37.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$56.2M
2
BWA
Brave Warrior Advisors
New York
$510M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$15.2M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$919M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$3.54K – – –
FFA
377
Frazier Financial Advisors
Ohio
$3.29K – – –
FMP
378
Financial Management Professionals
Texas
$3K – – –
VCM
379
Versant Capital Management
Arizona
$2.53K – – –
DPW
380
DiNuzzo Private Wealth
Pennsylvania
$2.53K – – –
EWA
381
EverSource Wealth Advisors
Alabama
$2.33K +$1.7K +8 +267%
VAG
382
VisionPoint Advisory Group
Texas
$2.28K -$253 -1 -10%
BIA
383
Bell Investment Advisors
California
$2.28K – – –
BGAI
384
Bruce G. Allen Investments
Colorado
$2.02K – – –
FHA
385
First Horizon Advisors
Tennessee
$1.77K – – –
SFA
386
Semmax Financial Advisors
North Carolina
$1.57K +$1.57K +7 New
HI
387
Horizon Investments
North Carolina
$1.52K +$759 +3 +100%
HI
388
Harbour Investments
Wisconsin
$1.52K +$1.52K +6 New
AF
389
Advisornet Financial
Minnesota
$1.27K +$1.27K +5 New
FFA
390
Farther Finance Advisors
California
$1.26K – – –
AW
391
Avion Wealth
Texas
$1K – – –
MCM
392
Manchester Capital Management
Vermont
$759 – – –
CTC
393
Central Trust Company
Missouri
$759 – – –
VWA
394
Valued Wealth Advisors
Utah
$759 +$759 +3 New
RAM
395
Riggs Asset Management
Pennsylvania
$759 +$759 +3 New
TWP
396
TFO Wealth Partners
Ohio
$506 – – –
FGAM
397
Financial Gravity Asset Management
Texas
$363 +$363 +1 New
TFM
398
TFC Financial Management
Massachusetts
$253 +$253 +1 New
CA
399
CoreCap Advisors
Michigan
$253 +$253 +1 New
CSS
400
Cubist Systematic Strategies
Connecticut
– -$3.23M -15,685 Closed
14 15
16
17 18