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Primerica
PRI

Overview Fund Activity

367 hedge funds and large institutions have $6.29B invested in Primerica in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 141 reducing their positions, and 33 closing their positions.

Holders
367
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.85%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
109
Reduced
141
Closed
33
Calls
$5.39M
Puts
$3.45M
Net Calls
+$1.94M
Net Calls Change
-$4.57M

Top Buyers

1
Invesco
1
Invesco
Georgia
$87.2M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$23M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$8.34M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$9.79M
5
AA
5
ALPS Advisors
Colorado
$6.1M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$612K
2
Victory Capital Management
2
Victory Capital Management
Texas
$75.3M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$110M
4
Comerica Bank
4
Comerica Bank
Texas
$4.41M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$727M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$729M 3,759,311 -34,437 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$727M 3,748,057 -87,378 -2%
BlackRock
3
BlackRock
New York
$626M 3,228,063 -16,286 -0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$624M 3,215,417 -66,381 -2%
BWA
5
Brave Warrior Advisors
New York
$411M 2,116,006 -28,008 -1%
BAMCO Inc
6
BAMCO Inc
New York
$374M 1,925,651 -21,044 -1%
BAM
7
Burgundy Asset Management
Ontario, Canada
$235M 1,213,799 -69,979 -5%
State Street
8
State Street
Massachusetts
$207M 1,067,820 +8,300 +0.8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$133M 687,578 -60,085 -8%
LAM
10
Lyrical Asset Management
New York
$127M 653,860 -10,803 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$117M 605,164 +11,100 +2%
FMI
12
Fiduciary Management Inc
Wisconsin
$110M 569,111 -92,778 -14%
AM
13
AGF Management
Ontario, Canada
$109M 563,210 -9,111 -2%
Invesco
14
Invesco
Georgia
$87.2M 449,459 +236,051 +111%
Wells Fargo
15
Wells Fargo
California
$82.6M 425,714 -60,953 -13%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$80.1M 412,703 -18,864 -4%
Victory Capital Management
17
Victory Capital Management
Texas
$75.3M 388,191 -247,840 -39%
Norges Bank
18
Norges Bank
Norway
$65.6M 338,257 -27,773 -8%
Charles Schwab
19
Charles Schwab
California
$64.5M 332,340 +3,066 +0.9%
QCMNJ
20
Quantum Capital Management (New Jersey)
New Jersey
$56.4M 290,744 -4,348 -1%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$55.9M 288,293 +8,594 +3%
Northern Trust
22
Northern Trust
Illinois
$53.7M 276,673 -7,147 -3%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$51.1M 263,200 -11,360 -4%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$42.7M 219,886 -15,282 -6%
Principal Financial Group
25
Principal Financial Group
Iowa
$41.2M 212,458 -29,273 -12%
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