PRI icon

Primerica
PRI

Overview Fund Activity

320 hedge funds and large institutions have $4.62B invested in Primerica in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
93
Reduced
103
Closed
28
Calls
$2.16M
Puts
$170K
Net Calls
+$1.99M
Net Calls Change
-$274K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$115M
2
Invesco
Invesco
Georgia
$39.8M
3
BlackRock
BlackRock
New York
$463M
4
Principal Financial Group
Principal Financial Group
Iowa
$36.6M
5
BC
Brookfield Corp
Ontario, Canada
$7.03M

Top Sellers

1
Millennium Management
Millennium Management
New York
$38.6M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$551M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$41.8M
5
Fidelity International
Fidelity International
Bermuda
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWS
201
SYSTM Wealth Solutions
Illinois
$298K +$298K +2,098 New
CSS
202
Cubist Systematic Strategies
Connecticut
$296K +$255K +1,796 +624%
Creative Planning
203
Creative Planning
Kansas
$292K +$37.9K +267 +15%
CT
204
Chicago Trust
Illinois
$284K – – –
URS
205
Utah Retirement Systems
Utah
$284K – – –
SWM
206
Sendero Wealth Management
Texas
$279K +$279K +1,964 New
VDI
207
Vaughan David Investments
Illinois
$275K -$48.5K -342 -15%
SCM
208
Shelton Capital Management
Colorado
$272K -$24.7K -174 -8%
CAN
209
Cetera Advisor Networks
California
$269K +$269K +1,895 New
WA
210
Wealth Alliance
New York
$268K -$8.65K -61 -3%
Holocene Advisors
211
Holocene Advisors
New York
$263K -$2.23M -15,724 -89%
RP
212
Riverwater Partners
Wisconsin
$261K – – –
LWAC
213
Laurel Wealth Advisors (California)
California
$259K – – –
OAM
214
Oppenheimer Asset Management
New York
$256K -$2.7K -19 -1%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$254K +$3.54K +25 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$247K -$351K -2,472 -59%
Mariner
217
Mariner
Kansas
$245K +$245K +1,728 New
II
218
Inspire Investing
Idaho
$236K -$851 -6 -0.4%
MYIA
219
Mount Yale Investment Advisors
Colorado
$233K +$233K +1,644 New
IFS
220
Ifrah Financial Services
Arkansas
$225K +$225K +1,588 New
Franklin Resources
221
Franklin Resources
California
$222K +$222K +1,563 New
KAS
222
Kestra Advisory Services
Texas
$221K +$221K +1,555 New
P
223
Pitcairn
Pennsylvania
$220K +$220K +1,553 New
UB
224
UMB Bank
Missouri
$214K -$12.7K -90 -6%
CM
225
Capula Management
Cayman Islands
$213K +$213K +1,500 New
7 8
9
10 11