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Primerica
PRI

Overview Fund Activity

399 hedge funds and large institutions have $7.95B invested in Primerica in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
5.78%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
46
Increased
127
Reduced
144
Closed
39
Calls
$1.32M
Puts
$2.9M
Net Calls
-$1.58M
Net Calls Change
-$287K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$35.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$792M
3
AM
AGF Management
Ontario, Canada
$168M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$163M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$37.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$56.2M
2
BWA
Brave Warrior Advisors
New York
$510M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$15.2M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$919M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Apollon Wealth Management
South Carolina
$810K -$103K -409 -11%
SEC
202
Seven Eight Capital
New York
$808K +$422K +1,670 +110%
BHCM
203
Brevan Howard Capital Management
Jersey
$803K +$248K +981 +45%
AIM
204
Ausbil Investment Management
Australia
$794K +$35K +139 +5%
EI
205
Ethic Inc
New York
$788K +$54.9K +217 +7%
COI
206
Connable Office Inc
Michigan
$784K – – –
CI
207
Cavalier Investments
Georgia
$776K +$42.5K +168 +6%
DIA
208
Dana Investment Advisors
Wisconsin
$775K -$131K -516 -14%
M&T Bank
209
M&T Bank
New York
$772K +$35.4K +140 +5%
AC
210
AXQ Capital
New Jersey
$750K +$300K +1,185 +67%
SAM
211
Shell Asset Management
Netherlands
$743K -$75.2K -318 -9%
SAM
212
Securian Asset Management
Minnesota
$741K – – –
DTL
213
Dynamic Technology Lab
Singapore
$732K +$61.5K +243 +9%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$714K +$436K +1,723 +157%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$708K +$115K +455 +19%
DADC
216
D.A. Davidson & Co
Montana
$700K – – –
QCM
217
Quantinno Capital Management
New York
$697K +$211K +833 +43%
EGM
218
Engineers Gate Manager
New York
$687K -$277K -1,094 -29%
VPIM
219
Vanguard Personalized Indexing Management
California
$683K -$149K -589 -18%
OAM
220
Oppenheimer Asset Management
New York
$679K -$125K -493 -16%
KAS
221
Kestra Advisory Services
Texas
$675K +$159K +629 +31%
GWSG
222
GPS Wealth Strategies Group
Colorado
$653K +$90.1K +356 +16%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$630K +$53.7K +212 +9%
KWM
224
Kolinsky Wealth Management
New Jersey
$621K +$759 +3 +0.1%
CC
225
Cipher Capital
New York
$620K +$620K +2,450 New
7 8
9
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