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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 %
KFP
201
KB Financial Partners
New Jersey
$416K +$67.1K +436 +19%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$404K +$15.7K +102 +4%
PAMS
203
Pictet Asset Management (Switzerland)
Switzerland
$399K +$399K +2,600 New
DADC
204
D.A. Davidson & Co
Montana
$398K – – –
William Blair & Company
205
William Blair & Company
Illinois
$396K -$127K -826 -24%
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$377K -$1.69K -11 -0.4%
KPWS
207
Kestra Private Wealth Services
Texas
$377K – – –
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$361K +$43.1K +281 +14%
E
209
Ergoteles
New York
$353K -$998K -6,500 -74%
JCIA
210
Jackson Creek Investment Advisors
Colorado
$349K -$12.4K -81 -3%
IP
211
Innovative Portfolios
Indiana
$346K +$63.7K +415 +23%
MWM
212
Meridian Wealth Management
Kentucky
$345K +$154 +1 +0%
SCM
213
Shelton Capital Management
Colorado
$343K – – –
PA
214
Profund Advisors
Maryland
$336K -$31.6K -206 -9%
NB
215
Northwest Bancshares
Pennsylvania
$327K -$6.14K -40 -2%
TRCT
216
Tower Research Capital (TRC)
New York
$323K -$224K -1,456 -41%
FTA
217
Financial & Tax Architects
Missouri
$323K – – –
SBIA
218
Sheaff Brock Investment Advisors
Indiana
$314K +$314K +2,045 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$311K +$161K +1,048 +107%
GAM
220
Gotham Asset Management
New York
$308K -$42K -273 -12%
URS
221
Utah Retirement Systems
Utah
$307K – – –
FCBT
222
First Citizens Bank & Trust
North Carolina
$306K +$50.9K +332 +20%
FHB
223
First Hawaiian Bank
Hawaii
$298K -$2.15K -14 -0.7%
APA
224
American Portfolios Advisors
New York
$296K +$14.4K +94 +5%
GWSG
225
GPS Wealth Strategies Group
Colorado
$292K +$1.69K +11 +0.6%
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9
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