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Primerica

251 hedge funds and large institutions have $3.38B invested in Primerica in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

2% more funds holding

Funds holding: 246251 (+5)

4% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 91

3.05% less ownership

Funds ownership: 101.26%98.21% (-3%)

11% less capital invested

Capital invested by funds: $3.8B → $3.38B (-$419M)

20% less call options, than puts

Call options by funds: $2.53M | Put options by funds: $3.17M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
251
Holders Change
+5
Holders Change %
+2.03%
% of All Funds
6.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
29
Increased
95
Reduced
91
Closed
23
Calls
$2.53M
Puts
$3.17M
Net Calls
-$643K
Net Calls Change
-$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
226
YorkBridge Wealth Partners
New York
$22K
OIA
227
OneDigital Investment Advisors
Kansas
$22K +$23.1K +294 New
AssetMark Inc
228
AssetMark Inc
California
$21K +$21.8K +278 New
AIL
229
AGF Investments LLC
Ontario, Canada
$20K +$2.67K +34 +15%
FANJ
230
Financial Architects (New Jersey)
New Jersey
$17K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$16K
PA
232
Parallel Advisors
California
$16K +$11.8K +151 +343%
TWA
233
TCI Wealth Advisors
Arizona
$15K
GWM
234
Geneos Wealth Management
Colorado
$14K
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$8K
OFW
236
Omnia Family Wealth
Florida
$8K
WCBA
237
Weaver C. Barksdale & Associates
Tennessee
$8K +$1.1K +14 +15%
ASN
238
Advisory Services Network
Georgia
$8K +$2.35K +30 +41%
CMBA
239
C.M. Bidwell & Associates
Hawaii
$8K +$8.08K +103 New
US Bancorp
240
US Bancorp
Minnesota
$7K
FMP
241
Financial Management Professionals
Texas
$6K
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.83K
GAM
243
Gemmer Asset Management
California
$4K -$942 -12 -17%
SPIA
244
Steward Partners Investment Advisory
New York
$4K +$3.06K +39 +195%
AIM
245
Advantage Investment Management
Iowa
$4K +$4.39K +56 New
SA
246
SRH Advisors
Kansas
$3K
FPFS
247
First Personal Financial Services
North Carolina
$2K -$16.4K -209 -87%
BFEC
248
Benjamin F. Edwards & Company
Missouri
$2K
QCG
249
Quadrant Capital Group
Ohio
$2K
Walleye Trading
250
Walleye Trading
New York
$186 +$192K +2,451 New

PRI Hedge Fund Activity: Q2 2017 in Review

251 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2017, worth a combined $3.38B — down 11% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PRI positions and 23 closed out — a net gain of 6 holders — while 95 added to existing stakes and 91 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $22.9M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $39.3M.

  • 251 institutional investors held Primerica (PRI) as of Q2 2017, up from 246 in Q1 2017.
  • Funds reported $3.38B of Primerica stock for Q2 2017, down 11% quarter-over-quarter.
  • 29 funds opened new Primerica positions in Q2 2017 and 23 closed out, a net change of +6 holders.
  • The largest Primerica buyer in Q2 2017 was T. Rowe Price Associates, an estimated $22.9M added.
  • The largest Primerica seller in Q2 2017 was Ruane, Cunniff & Goldfarb, an estimated $39.3M sold.

Based on aggregated 13F filings for Q2 2017.