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Primerica
PRI

Overview Fund Activity

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.62%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$120M
2
AM
2
AGF Management
Ontario, Canada
$98.8M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$11.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$47.7M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$7.99M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.21M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$10.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$21M
5
Victory Capital Management
5
Victory Capital Management
Texas
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
201
Kestra Private Wealth Services
Texas
$426K +$4.82K +28 +1%
STA
202
Summit Trail Advisors
New York
$424K +$42K +244 +11%
GAM
203
Gotham Asset Management
New York
$416K +$416K +2,417 New
SWM
204
Sendero Wealth Management
Texas
$411K +$72.3K +420 +21%
KWM
205
Kolinsky Wealth Management
New Jersey
$400K -$7.07K -41 -2%
Mitsubishi UFJ Trust & Banking
206
Mitsubishi UFJ Trust & Banking
Japan
$397K -$132K -767 -25%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$391K -$40K -232 -9%
Mariner
208
Mariner
Kansas
$386K +$89K +518 +30%
CCM
209
Coldstream Capital Management
Washington
$385K +$4.82K +28 +1%
PAM
210
Panagora Asset Management
Massachusetts
$385K – – –
KeyBank National Association
211
KeyBank National Association
Ohio
$382K -$147K -855 -28%
IB
212
Intrust Bank
Kansas
$380K – – –
ProShare Advisors
213
ProShare Advisors
Maryland
$378K -$499K -2,897 -57%
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
$371K +$371K +2,156 New
SWS
215
SYSTM Wealth Solutions
Illinois
$359K -$2.24K -13 -0.6%
CT
216
Chicago Trust
Illinois
$344K – – –
URS
217
Utah Retirement Systems
Utah
$344K – – –
TI
218
Tidal Investments
Wisconsin
$338K +$338K +1,964 New
William Blair & Company
219
William Blair & Company
Illinois
$333K +$333K +1,935 New
OTL
220
Oak Thistle LLC
New York
$328K +$328K +1,903 New
TSS
221
Two Sigma Securities
New York
$326K +$326K +1,892 New
CAN
222
Cetera Advisor Networks
California
$322K -$4.65K -27 -1%
SCM
223
Shelton Capital Management
Colorado
$321K -$9.47K -55 -3%
RP
224
Riverwater Partners
Wisconsin
$316K – – –
IWC
225
Integrated Wealth Concepts
Massachusetts
$314K +$314K +1,823 New
7 8
9
10 11