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Primerica

265 hedge funds and large institutions have $4.01B invested in Primerica in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $1.86M

1% more capital invested

Capital invested by funds: $3.97B → $4.01B (+$39.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.37% less ownership

Funds ownership: 92.7%91.33% (-1.4%)

4% less funds holding

Funds holding: 277265 (-12)

18% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 99

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
265
Holders Change
-12
Holders Change %
-4.33%
% of All Funds
6.07%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
81
Reduced
99
Closed
33
Calls
$5.03M
Puts
$1.86M
Net Calls
+$3.17M
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
Optimum Investment Advisors
Illinois
$30K
OIA
227
OneDigital Investment Advisors
Kansas
$29K
TL
228
TrueWealth LLC
Georgia
$26K
YWP
229
YorkBridge Wealth Partners
New York
$26K +$783 +8 +3%
FANJ
230
Financial Architects (New Jersey)
New Jersey
$23K
TWA
231
TCI Wealth Advisors
Arizona
$20K
GWM
232
Geneos Wealth Management
Colorado
$19K
IA
233
IFP Advisors
Florida
$18K -$12.3K -126 -41%
AssetMark Inc
234
AssetMark Inc
California
$18K
PA
235
Parallel Advisors
California
$18K
NWM
236
Northwest Wealth Management
Iowa
$15K
CPIG
237
Chicago Partners Investment Group
Illinois
$14K
CTC
238
Central Trust Company
Missouri
$13K -$979 -10 -7%
TRCT
239
Tower Research Capital (TRC)
New York
$11K -$892K -9,112 -99%
ASN
240
Advisory Services Network
Georgia
$11K
LF
241
Lee Financial
Texas
$11K
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$11K +$11.1K +113 New
CMBA
243
C.M. Bidwell & Associates
Hawaii
$10K
BCA
244
Bay Colony Advisors
Massachusetts
$10K +$9.79K +100 New
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$9K
FMP
246
Financial Management Professionals
Texas
$9K
IFAM
247
Institutional & Family Asset Management
Colorado
$9K
GAM
248
Gemmer Asset Management
California
$6K
SPIA
249
Steward Partners Investment Advisory
New York
$5K
JA
250
JOYN Advisors
Georgia
$5K +$489 +5 +10%

PRI Hedge Fund Activity: Q2 2018 in Review

265 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2018, worth a combined $4.01B — up 0.99% from $3.97B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PRI and 24 opened new positions — a net loss of 9 holders — while 99 trimmed existing stakes and 81 added.

The largest buyer was Ameriprise, adding an estimated $26.3M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $90.8M.

  • 265 institutional investors held Primerica (PRI) as of Q2 2018, down from 277 in Q1 2018.
  • Funds reported $4.01B of Primerica stock for Q2 2018, up 0.99% quarter-over-quarter.
  • 24 funds opened new Primerica positions in Q2 2018 and 33 closed out, a net change of -9 holders.
  • The largest Primerica buyer in Q2 2018 was Ameriprise, an estimated $26.3M added.
  • The largest Primerica seller in Q2 2018 was Ruane, Cunniff & Goldfarb, an estimated $90.8M sold.

Based on aggregated 13F filings for Q2 2018.