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Primerica
PRI

Overview Fund Activity

301 hedge funds and large institutions have $4.2B invested in Primerica in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 134 reducing their positions, and 34 closing their positions.

Holders
301
Holders Change
-11
Holders Change %
-3.53%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
83
Reduced
134
Closed
34
Calls
$2.7M
Puts
$445K
Net Calls
+$2.26M
Net Calls Change
-$5.39M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$78.6M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$21.3M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$80.4M
4
RJA
4
Raymond James & Associates
Florida
$15M
5
LI
5
Leeward Investments
Massachusetts
$12.5M

Top Sellers

1
VDI
1
Vaughan David Investments
Illinois
$281K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$416M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$489M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$27.1M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$26.5M +$8.37M +67,833 +46%
Royal London Asset Management
27
Royal London Asset Management
United Kingdom
$26.3M -$1.5M -12,146 -5%
Principal Financial Group
28
Principal Financial Group
Iowa
$24.5M +$5.81M +47,096 +31%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$21.3M +$21.3M +172,877 New
PC
30
PhiloSmith Capital
Connecticut
$19.1M -$617K -5,000 -3%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$18.8M +$2.83M +22,951 +18%
Goldman Sachs
32
Goldman Sachs
New York
$18.8M -$1.96M -15,904 -9%
SW
33
SVB Wealth
Massachusetts
$18.5M -$978K -7,926 -5%
ACM
34
Academy Capital Management
Texas
$18.3M -$4.51M -36,557 -20%
Morgan Stanley
35
Morgan Stanley
New York
$17.7M +$2.51M +20,342 +17%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$16.1M -$5.93K -48 -0%
RJA
37
Raymond James & Associates
Florida
$15M +$13.7M +111,277 +1,115%
Macquarie Group
38
Macquarie Group
Australia
$14.8M -$627K -5,047 -4%
WCM Investment Management
39
WCM Investment Management
California
$14.3M +$338K +2,723 +2%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$14.1M +$874K +7,081 +7%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$13.9M +$93.8K +760 +0.7%
LI
42
Leeward Investments
Massachusetts
$12.5M +$12.5M +101,544 New
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$11.4M +$507K +4,108 +5%
Swiss National Bank
44
Swiss National Bank
Switzerland
$11.3M -$222K -1,800 -2%
PP
45
Prospector Partners
Connecticut
$10.6M -$1.43M -11,550 -12%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$9.4M -$1.22M -9,834 -11%
Bank of America
47
Bank of America
North Carolina
$9.15M -$2.54M -20,572 -22%
EIP
48
Epoch Investment Partners
New York
$9.12M -$1.23M -9,950 -12%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$8.83M -$607K -4,916 -6%
MOACM
50
Mutual of America Capital Management
New York
$8.72M -$635K -5,144 -7%
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