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Primerica
PRI

Overview Fund Activity

301 hedge funds and large institutions have $4.2B invested in Primerica in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 134 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-11
Holders Change %
-3.53%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
83
Reduced
134
Closed
34
Calls
$2.7M
Puts
$445K
Net Calls
+$2.26M
Net Calls Change
-$5.39M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$78.6M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$21.3M
3
FMI
Fiduciary Management Inc
Wisconsin
$80.4M
4
RJA
Raymond James & Associates
Florida
$15M
5
LI
Leeward Investments
Massachusetts
$12.5M

Top Sellers

1
VDI
Vaughan David Investments
Illinois
$281K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$416M
3
Vanguard Group
Vanguard Group
Pennsylvania
$489M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
VDI
201
Vaughan David Investments
Illinois
$281K -$24.9M -202,308 -99%
IB
202
Intrust Bank
Kansas
$279K -$17.2K -139 -6%
PAM
203
Panagora Asset Management
Massachusetts
$276K -$11.2K -91 -4%
STA
204
Summit Trail Advisors
New York
$270K +$52.4K +425 +24%
SCM
205
Shelton Capital Management
Colorado
$258K – – –
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$250K +$25.9K +210 +12%
KWM
207
Kingsview Wealth Management
Oregon
$249K – – –
URS
208
Utah Retirement Systems
Utah
$247K – – –
CT
209
Chicago Trust
Illinois
$247K +$247K +2,000 New
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$243K +$243K +1,970 New
APA
211
American Portfolios Advisors
New York
$242K -$370 -3 -0.2%
FTA
212
Financial & Tax Architects
Missouri
$242K +$1.11K +9 +0.5%
WA
213
Wealth Alliance
New York
$241K +$241K +1,954 New
KeyBank National Association
214
KeyBank National Association
Ohio
$239K +$239K +1,940 New
TRCT
215
Tower Research Capital (TRC)
New York
$235K -$48.9K -397 -17%
RP
216
Riverwater Partners
Wisconsin
$227K +$227K +1,837 New
LWAC
217
Laurel Wealth Advisors (California)
California
$225K -$617 -5 -0.3%
OAM
218
Oppenheimer Asset Management
New York
$225K -$124 -1 -0.1%
D.E. Shaw & Co
219
D.E. Shaw & Co
New York
$223K -$268K -2,176 -55%
Creative Planning
220
Creative Planning
Kansas
$221K +$221K +1,792 New
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$218K – – –
II
222
Inspire Investing
Idaho
$206K -$12.5K -101 -6%
UB
223
UMB Bank
Missouri
$198K – – –
GWSG
224
GPS Wealth Strategies Group
Colorado
$184K -$2.46K -20 -1%
PHK
225
Point72 Hong Kong
Hong Kong
$183K -$357K -2,885 -66%
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