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Primerica

277 hedge funds and large institutions have $3.97B invested in Primerica in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $7.09M | Put options by funds: $4.05M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

1.23% less ownership

Funds ownership: 93.93%92.7% (-1.2%)

3% less funds holding

Funds holding: 285277 (-8)

6% less capital invested

Capital invested by funds: $4.22B → $3.97B (-$253M)

Holders
277
Holders Change
-8
Holders Change %
-2.81%
% of All Funds
6.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
100
Reduced
106
Closed
34
Calls
$7.09M
Puts
$4.05M
Net Calls
+$3.04M
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
226
Private Capital Group
Connecticut
$64K -$145K -1,440 -69%
1832 Asset Management
227
1832 Asset Management
Ontario, Canada
$58K -$50.2K -500 -45%
KF
228
Krilogy Financial
Missouri
$58K
KA
229
Kaizen Advisory
Illinois
$57K -$1.29M -12,844 -96%
Citigroup
230
Citigroup
New York
$56K -$1.18M -11,743 -95%
First Manhattan
231
First Manhattan
New York
$48K
HNB
232
Huntington National Bank
Ohio
$44K +$46.1K +459 New
FCAG
233
First Capital Advisors Group
New Jersey
$41K +$42.6K +424 New
RCAG
234
Rehmann Capital Advisory Group
Michigan
$37K +$38.6K +384 New
IA
235
IFP Advisors
Florida
$31K
AIL
236
AGF Investments LLC
Ontario, Canada
$30K +$11.9K +118 +59%
OIA
237
Optimum Investment Advisors
Illinois
$29K +$30.1K +300 New
OIA
238
OneDigital Investment Advisors
Kansas
$28K
BFEC
239
Benjamin F. Edwards & Company
Missouri
$28K +$26.3K +262 +936%
TL
240
TrueWealth LLC
Georgia
$25K -$8.44K -84 -24%
YWP
241
YorkBridge Wealth Partners
New York
$25K +$3.72K +37 +17%
FANJ
242
Financial Architects (New Jersey)
New Jersey
$22K
TWA
243
TCI Wealth Advisors
Arizona
$19K
GWM
244
Geneos Wealth Management
Colorado
$18K
PA
245
Parallel Advisors
California
$18K
AssetMark Inc
246
AssetMark Inc
California
$17K -$8.34K -83 -32%
CTC
247
Central Trust Company
Missouri
$14K -$18.6K -185 -57%
CPIG
248
Chicago Partners Investment Group
Illinois
$14K +$14.6K +145 New
NWM
249
Northwest Wealth Management
Iowa
$14K +$15.1K +150 New
Walleye Trading
250
Walleye Trading
New York
$12K -$123K -1,229 -91%

PRI Hedge Fund Activity: Q1 2018 in Review

277 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2018, worth a combined $3.97B — down 6% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PRI and 31 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 100 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $14.8M. The largest seller was Bank of New York Mellon, cutting an estimated $18.6M.

  • 277 institutional investors held Primerica (PRI) as of Q1 2018, down from 285 in Q4 2017.
  • Funds reported $3.97B of Primerica stock for Q1 2018, down 6% quarter-over-quarter.
  • 31 funds opened new Primerica positions in Q1 2018 and 34 closed out, a net change of -3 holders.
  • The largest Primerica buyer in Q1 2018 was Kayne Anderson Rudnick Investment Management, an estimated $14.8M added.
  • The largest Primerica seller in Q1 2018 was Bank of New York Mellon, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2018.