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Primerica
PRI

Overview Fund Activity

312 hedge funds and large institutions have $4.1B invested in Primerica in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-11
Holders Change %
-3.41%
% of All Funds
5.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
107
Reduced
115
Closed
38
Calls
$9.52M
Puts
$1.88M
Net Calls
+$7.64M
Net Calls Change
+$3.46M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$497M
2
BWA
2
Brave Warrior Advisors
New York
$263M
3
Millennium Management
3
Millennium Management
New York
$54.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.7M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$62.8M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$1.21M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$489M
3
Goldman Sachs
3
Goldman Sachs
New York
$20.1M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$40M
5
Fidelity International
5
Fidelity International
Bermuda
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMS
201
Pictet Asset Management (Switzerland)
Switzerland
$332K – – –
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$321K +$10.7K +89 +3%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$320K +$29.1K +243 +10%
P
204
Pitcairn
Pennsylvania
$299K -$116K -969 -28%
KPWS
205
Kestra Private Wealth Services
Texas
$291K – – –
IB
206
Intrust Bank
Kansas
$288K -$60.5K -504 -17%
KWM
207
Kolinsky Wealth Management
New Jersey
$279K +$27.3K +228 +11%
PAM
208
Panagora Asset Management
Massachusetts
$278K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
209
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$278K +$271K +2,266 +4,046%
TRCT
210
Tower Research Capital (TRC)
New York
$276K -$374K -3,125 -58%
DIA
211
Dana Investment Advisors
Wisconsin
$267K -$1.13M -9,413 -81%
CCM
212
Coldstream Capital Management
Washington
$262K +$4.08K +34 +2%
FCBT
213
First Citizens Bank & Trust
North Carolina
$252K -$2.04K -17 -0.8%
SCM
214
Shelton Capital Management
Colorado
$250K – – –
KWM
215
Kingsview Wealth Management
Oregon
$241K -$2.51K -21 -1%
URS
216
Utah Retirement Systems
Utah
$239K -$12K -100 -5%
APA
217
American Portfolios Advisors
New York
$235K -$3.83K -32 -2%
FTA
218
Financial & Tax Architects
Missouri
$234K +$1.08K +9 +0.5%
LAM
219
Lyrical Asset Management
New York
$228K +$228K +1,903 New
LWAC
220
Laurel Wealth Advisors (California)
California
$219K +$39.1K +326 +22%
OAM
221
Oppenheimer Asset Management
New York
$218K -$6.1K -51 -3%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$217K +$217K +1,817 New
MPM
223
Meritage Portfolio Management
Kansas
$213K +$4.9K +41 +2%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$212K -$66.6K -555 -24%
II
225
Inspire Investing
Idaho
$212K +$7.08K +59 +3%
7 8
9
10 11