PRI icon

Primerica
PRI

Overview Fund Activity

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$497M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$105M
3
Victory Capital Management
3
Victory Capital Management
Texas
$53.3M
4
ACM
4
Academy Capital Management
Texas
$17.2M
5
BlackRock
5
BlackRock
New York
$508M

Top Sellers

1
CCM
1
Cantillon Capital Management
New York
$111M
2
UBS AM
2
UBS AM
Illinois
$11.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.9M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$615M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$40.6M +$1.53M +9,960 +4%
Invesco
27
Invesco
Georgia
$30.7M -$4.11M -26,848 -12%
VDI
28
Vaughan David Investments
Illinois
$30.4M +$325K +2,120 +1%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$30M -$8.36M -54,522 -22%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$24M +$62.8K +410 +0.3%
Royal London Asset Management
31
Royal London Asset Management
United Kingdom
$23.3M -$2.1M -13,720 -8%
Principal Financial Group
32
Principal Financial Group
Iowa
$22.2M -$296K -1,932 -1%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$21.1M +$103K +670 +0.5%
SW
34
SVB Wealth
Massachusetts
$20.7M +$881K +5,748 +4%
RJA
35
Raymond James & Associates
Florida
$19.4M -$288K -1,877 -1%
ACM
36
Academy Capital Management
Texas
$17.2M +$5.4M +35,258 +46%
PC
37
PhiloSmith Capital
Connecticut
$16.8M – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$16.3M +$534K +3,483 +3%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$15.3M +$444K +2,896 +3%
AllianceBernstein
40
AllianceBernstein
Tennessee
$14.1M +$766 +5 +0%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$13.6M – – –
Swiss National Bank
42
Swiss National Bank
Switzerland
$13.3M -$46K -300 -0.3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$12.9M +$661K +4,315 +5%
Bank of America
44
Bank of America
North Carolina
$11.7M -$162K -1,058 -1%
WCM Investment Management
45
WCM Investment Management
California
$11.5M +$842K +5,495 +8%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$11.5M – – –
Ameriprise
47
Ameriprise
Minnesota
$11.5M +$1.12M +7,317 +11%
PPA
48
Parametric Portfolio Associates
Washington
$11.3M +$382K +2,490 +4%
UBS AM
49
UBS AM
Illinois
$11.2M -$11.6M -75,563 -51%
MOACM
50
Mutual of America Capital Management
New York
$11.1M -$1.13M -7,388 -9%
1
2
3 4 5