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Primerica
PRI

Overview Fund Activity

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$497M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$105M
3
Victory Capital Management
3
Victory Capital Management
Texas
$53.3M
4
ACM
4
Academy Capital Management
Texas
$17.2M
5
BlackRock
5
BlackRock
New York
$508M

Top Sellers

1
CCM
1
Cantillon Capital Management
New York
$111M
2
UBS AM
2
UBS AM
Illinois
$11.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.9M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$615M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EP Wealth Advisors
California
$510K – – –
CAM
202
Cresset Asset Management
Illinois
$494K +$12.6K +82 +3%
IB
203
Intrust Bank
Kansas
$482K +$15.8K +103 +3%
MSRPS
204
Maryland State Retirement & Pension System
Maryland
$481K – – –
PP
205
PDT Partners
New York
$479K +$479K +3,126 New
COI
206
Connable Office Inc
Michigan
$475K -$26.2K -171 -5%
William Blair & Company
207
William Blair & Company
Illinois
$469K +$73.7K +481 +19%
M&T Bank
208
M&T Bank
New York
$442K +$26.1K +171 +6%
BCM
209
BTC Capital Management
Iowa
$438K +$438K +2,870 New
DTL
210
Dynamic Technology Lab
Singapore
$437K +$437K +2,850 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$426K +$23K +150 +6%
IMRF
212
Illinois Municipal Retirement Fund
Illinois
$423K – – –
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$411K +$50.4K +329 +14%
DADC
214
D.A. Davidson & Co
Montana
$398K – – –
PAMS
215
Pictet Asset Management (Switzerland)
Switzerland
$379K -$19.9K -130 -5%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$378K +$1.84K +12 +0.5%
KWM
217
Kolinsky Wealth Management
New Jersey
$375K +$375K +2,447 New
KPWS
218
Kestra Private Wealth Services
Texas
$373K -$2.91K -19 -0.8%
PAM
219
Panagora Asset Management
Massachusetts
$356K -$3.31M -21,604 -90%
GC
220
Guggenheim Capital
Illinois
$351K -$570K -3,722 -62%
IP
221
Innovative Portfolios
Indiana
$346K – – –
MWM
222
Meridian Wealth Management
Kentucky
$344K – – –
CCM
223
Coldstream Capital Management
Washington
$343K +$343K +2,236 New
E
224
Ergoteles
New York
$333K -$19.3K -126 -5%
URS
225
Utah Retirement Systems
Utah
$322K +$15.3K +100 +5%
7 8
9
10 11