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Primerica
PRI

Overview Fund Activity

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.73%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.51M
Net Calls Change
+$2.81M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$117M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$49.4M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$131M
4
Franklin Resources
4
Franklin Resources
California
$7.49M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$254M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$750M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$758M
3
Victory Capital Management
3
Victory Capital Management
Texas
$126M
4
BC
4
Brookfield Corp
Ontario, Canada
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$148M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$758M 3,835,435 -87,511 -2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$750M 3,793,748 -113,369 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$649M 3,281,798 +31,919 +1%
BlackRock
4
BlackRock
New York
$642M 3,244,349 -33,224 -1%
BWA
5
Brave Warrior Advisors
New York
$424M 2,144,014 -7,135 -0.3%
BAMCO Inc
6
BAMCO Inc
New York
$385M 1,946,695 -568 -0%
BAM
7
Burgundy Asset Management
Ontario, Canada
$254M 1,283,778 +36,193 +3%
State Street
8
State Street
Massachusetts
$210M 1,059,520 -11,910 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$148M 747,663 -59,418 -7%
LAM
10
Lyrical Asset Management
New York
$131M 664,663 -34,474 -5%
FMI
11
Fiduciary Management Inc
Wisconsin
$131M 661,889 +38,872 +6%
Victory Capital Management
12
Victory Capital Management
Texas
$126M 636,031 -75,545 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$117M 594,064 +76,509 +15%
AM
14
AGF Management
Ontario, Canada
$113M 572,321 -1,310 -0.2%
Wells Fargo
15
Wells Fargo
California
$96.2M 486,667 -8,574 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$85.3M 431,567 -11,724 -3%
Norges Bank
17
Norges Bank
Norway
$72.4M 366,030 -4,253 -1%
Charles Schwab
18
Charles Schwab
California
$65.1M 329,274 -7,231 -2%
QCMNJ
19
Quantum Capital Management (New Jersey)
New Jersey
$58.4M 295,092 -12,899 -4%
Northern Trust
20
Northern Trust
Illinois
$56.1M 283,820 -6,159 -2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$55.3M 279,699 -514 -0.2%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$54.3M 274,560 -2,571 -0.9%
Royal London Asset Management
23
Royal London Asset Management
United Kingdom
$49.4M 249,984 +56,678 +29%
Principal Financial Group
24
Principal Financial Group
Iowa
$47.8M 241,731 -8,799 -4%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$46.5M 235,168 +20,816 +10%
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