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Primerica
PRI

Overview Fund Activity

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.73%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.51M
Net Calls Change
+$2.81M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$117M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$49.4M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$131M
4
Franklin Resources
4
Franklin Resources
California
$7.49M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$254M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$750M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$758M
3
Victory Capital Management
3
Victory Capital Management
Texas
$126M
4
BC
4
Brookfield Corp
Ontario, Canada
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$42.2M -$304K -1,538 -0.7%
Morgan Stanley
27
Morgan Stanley
New York
$40.6M +$7.03M +35,523 +21%
PC
28
PhiloSmith Capital
Connecticut
$30.2M – – –
ACM
29
Academy Capital Management
Texas
$28M -$687K -3,474 -2%
LI
30
Leeward Investments
Massachusetts
$24.8M -$665K -3,364 -3%
RJA
31
Raymond James & Associates
Florida
$23.7M -$643K -3,249 -3%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$23.3M +$891K +4,504 +4%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$22.8M -$250K -1,263 -1%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$22.2M +$2.46M +12,425 +12%
Macquarie Group
35
Macquarie Group
Australia
$22.1M -$86.6K -438 -0.4%
Goldman Sachs
36
Goldman Sachs
New York
$19.9M +$1.13M +5,705 +6%
WCM Investment Management
37
WCM Investment Management
California
$18.4M +$1.12M +5,624 +6%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$18.2M +$94.9K +480 +0.5%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$18M -$423K -2,138 -2%
PP
40
Prospector Partners
Connecticut
$16.6M +$14.8K +75 +0.1%
SW
41
SVB Wealth
Massachusetts
$16.3M -$3.99M -20,193 -20%
Legal & General Group
42
Legal & General Group
United Kingdom
$15.8M +$4.37M +22,086 +38%
Swiss National Bank
43
Swiss National Bank
Switzerland
$15.7M -$39.6K -200 -0.3%
Brown Advisory
44
Brown Advisory
Maryland
$14.1M -$9.97M -50,400 -41%
CS
45
Credit Suisse
Switzerland
$13.4M +$1.62M +8,204 +14%
Stifel Financial
46
Stifel Financial
Missouri
$13.1M -$2.23M -11,299 -15%
Fuller & Thaler Asset Management
47
Fuller & Thaler Asset Management
California
$12.6M +$4.35K +22 +0%
UBS AM
48
UBS AM
Illinois
$12.5M – – –
American Century Companies
49
American Century Companies
Missouri
$12.3M +$1.11M +5,620 +10%
Ameriprise
50
Ameriprise
Minnesota
$12.2M -$446K -2,255 -4%
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