PRI icon

Primerica
PRI

Overview Fund Activity

367 hedge funds and large institutions have $6.29B invested in Primerica in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 141 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.85%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
109
Reduced
141
Closed
33
Calls
$5.39M
Puts
$3.45M
Net Calls
+$1.94M
Net Calls Change
-$4.57M

Top Buyers

1
Invesco
Invesco
Georgia
$87.2M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$23M
3
First Trust Advisors
First Trust Advisors
Illinois
$8.34M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$9.79M
5
AA
ALPS Advisors
Colorado
$6.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
$612K
2
Victory Capital Management
Victory Capital Management
Texas
$75.3M
3
FMI
Fiduciary Management Inc
Wisconsin
$110M
4
Comerica Bank
Comerica Bank
Texas
$4.41M
5
Vanguard Group
Vanguard Group
Pennsylvania
$727M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$1.95M -$77.6K -400 -4%
FLPIM
127
F.L. Putnam Investment Management
Massachusetts
$1.92M -$75.7K -390 -4%
SO
128
STRS Ohio
Ohio
$1.82M +$232K +1,195 +15%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$1.78M +$448K +2,309 +34%
PCM
130
Penn Capital Management
Pennsylvania
$1.74M -$464K -2,353 -21%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$1.74M -$76.5K -394 -4%
Wellington Management Group
132
Wellington Management Group
Massachusetts
$1.66M -$70.4K -363 -4%
SOMRS
133
State of Michigan Retirement System
Michigan
$1.65M -$77.6K -400 -4%
DTL
134
Dynamic Technology Lab
Singapore
$1.64M +$1.64M +8,470 New
DC
135
Davenport & Co
Virginia
$1.62M +$38.2K +197 +2%
RIM
136
Redwood Investment Management
Arizona
$1.59M +$1.59M +8,171 New
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$1.57M +$1.57M +8,114 New
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$1.56M -$233K -1,200 -13%
AIP
139
Ameritas Investment Partners
Nebraska
$1.56M -$199K -1,025 -11%
NMIMC
140
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M -$22.9K -118 -1%
VI
141
Vestcor Inc
New Brunswick, Canada
$1.52M +$497K +2,559 +48%
Corient Private Wealth
142
Corient Private Wealth
Florida
$1.51M +$1.51M +7,770 New
LS
143
Livforsakringsbolaget Skandia
Sweden
$1.49M -$77.5K -400 -5%
NMERB
144
New Mexico Educational Retirement Board
New Mexico
$1.46M – – –
Prudential Financial
145
Prudential Financial
New Jersey
$1.44M -$2.26M -11,623 -61%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$1.44M +$191K +982 +15%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$1.41M -$102K -528 -7%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.41M -$1.99M -10,268 -59%
Osaic Holdings
149
Osaic Holdings
Arizona
$1.38M +$107K +552 +8%
Sumitomo Mitsui Trust Group
150
Sumitomo Mitsui Trust Group
Japan
$1.34M +$1.34M +6,888 New
4 5
6
7 8