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Primerica
PRI

Overview Fund Activity

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-9
Holders Change %
-2.84%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
26
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$451M
2
SW
SVB Wealth
Massachusetts
$19.9M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$96.5M
4
BAM
Burgundy Asset Management
Ontario, Canada
$192M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$38.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$67.1M
2
UBS AM
UBS AM
Illinois
$22.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$625M
5
Brown Advisory
Brown Advisory
Maryland
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
176
Baird Financial Group
Wisconsin
$685K +$685K +4,461 New
X
177
Xponance
Pennsylvania
$682K -$26K -169 -4%
PAMP
178
Polar Asset Management Partners
Ontario, Canada
$666K +$666K +4,334 New
Allianz Asset Management
179
Allianz Asset Management
Germany
$644K – – –
CWP
180
Curated Wealth Partners
California
$634K – – –
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$623K -$14.8K -96 -2%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$618K +$16.9K +110 +3%
EM
183
ELCO Management
New York
$615K – – –
WI
184
WBI Investments
New Jersey
$613K +$613K +4,270 New
Osaic Holdings
185
Osaic Holdings
Arizona
$592K +$15.2K +99 +3%
Acadian Asset Management
186
Acadian Asset Management
Massachusetts
$571K +$31.5K +205 +6%
Mitsubishi UFJ Trust & Banking
187
Mitsubishi UFJ Trust & Banking
Japan
$562K +$107K +700 +24%
SAM
188
Securian Asset Management
Minnesota
$541K -$15.4K -100 -3%
BCM
189
Becker Capital Management
Oregon
$525K – – –
CB
190
Commerce Bank
Missouri
$522K +$237K +1,544 +83%
P
191
Pitcairn
Pennsylvania
$513K -$2.15K -14 -0.4%
EWA
192
EP Wealth Advisors
California
$511K -$1.38K -9 -0.3%
COI
193
Connable Office Inc
Michigan
$503K – – –
MSRPS
194
Maryland State Retirement & Pension System
Maryland
$489K – – –
HF
195
HRT Financial
New York
$485K -$2.18M -14,205 -82%
CAM
196
Cresset Asset Management
Illinois
$482K -$11.2K -73 -2%
IB
197
Intrust Bank
Kansas
$467K -$29K -189 -6%
SIA
198
SkyView Investment Advisors
New Jersey
$450K +$419K +2,726 +1,356%
IMRF
199
Illinois Municipal Retirement Fund
Illinois
$424K – – –
M&T Bank
200
M&T Bank
New York
$418K -$142K -926 -25%
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8
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