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Primerica
PRI

Overview Fund Activity

395 hedge funds and large institutions have $6.56B invested in Primerica in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 154 reducing their positions, and 30 closing their positions.

Holders
395
Holders Change
+28
Holders Change %
+7.63%
% of All Funds
5.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
65
Increased
107
Reduced
154
Closed
30
Calls
$864K
Puts
$2.16M
Net Calls
-$1.3M
Net Calls Change
-$3.24M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$85.7M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$17.9M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$14.3M
4
Man Group
4
Man Group
United Kingdom
$11.3M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$25.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$617M
2
Victory Capital Management
2
Victory Capital Management
Texas
$38M
3
Norges Bank
3
Norges Bank
Norway
$31.2M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$96.6M
5
Invesco
5
Invesco
Georgia
$72.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$759M 3,689,894 -69,417 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$756M 3,671,842 -76,215 -2%
BlackRock
3
BlackRock
New York
$661M 3,213,947 -14,116 -0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$617M 2,997,196 -218,221 -7%
BWA
5
Brave Warrior Advisors
New York
$435M 2,113,726 -2,280 -0.1%
BAMCO Inc
6
BAMCO Inc
New York
$393M 1,908,848 -16,803 -0.9%
BAM
7
Burgundy Asset Management
Ontario, Canada
$248M 1,205,407 -8,392 -0.7%
State Street
8
State Street
Massachusetts
$222M 1,077,406 +9,586 +0.9%
LAM
9
Lyrical Asset Management
New York
$137M 663,783 +9,923 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$135M 656,261 -31,317 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$126M 610,963 +5,799 +1%
AM
12
AGF Management
Ontario, Canada
$114M 555,822 -7,388 -1%
FMI
13
Fiduciary Management Inc
Wisconsin
$96.6M 469,389 -99,722 -18%
Wells Fargo
14
Wells Fargo
California
$86.5M 420,211 -5,503 -1%
Morgan Stanley
15
Morgan Stanley
New York
$85.7M 416,452 +207,790 +100%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$81.8M 397,412 -15,291 -4%
Invesco
17
Invesco
Georgia
$72.3M 351,254 -98,205 -22%
Charles Schwab
18
Charles Schwab
California
$68.4M 332,298 -42 -0%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$59.7M 290,289 +1,996 +0.7%
Northern Trust
20
Northern Trust
Illinois
$58.7M 285,509 +8,836 +3%
QCMNJ
21
Quantum Capital Management (New Jersey)
New Jersey
$58.1M 282,324 -8,420 -3%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$49.8M 241,983 -21,217 -8%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$47.1M 229,084 +9,198 +4%
Principal Financial Group
24
Principal Financial Group
Iowa
$42.8M 207,970 -4,488 -2%
Royal London Asset Management
25
Royal London Asset Management
United Kingdom
$41.4M 201,129 +6,179 +3%
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