Primerica
PRI
273 hedge funds and large institutions have $3.88B invested in Primerica in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 106 reducing their positions, and 32 closing their positions.
68% more call options, than puts
Call options by funds: $9.6M | Put options by funds: $5.73M
19% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 32
2% more funds holding
Funds holding: 268 → 273 (+5)
1.15% less ownership
Funds ownership: 93.58% → 92.43% (-1.2%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less capital invested
Capital invested by funds: $4.86B → $3.88B (-$987M)
36% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$29M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$12.9M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$8.05M |
| 4 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
+$7.84M |
| 5 |
Royal London Asset Management
United Kingdom
|
+$7.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$23.5M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$16.9M |
| 3 |
JP Morgan Chase
New York
|
-$14.5M |
| 4 |
Goldman Sachs
New York
|
-$12.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$10M |
PRI Hedge Fund Activity: Q4 2018 in Review
273 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2018, worth a combined $3.88B — down 20% from $4.86B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new PRI positions and 32 closed out — a net gain of 6 holders — while 68 added to existing stakes and 106 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $29M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $23.5M.
- 273 institutional investors held Primerica (PRI) as of Q4 2018, up from 268 in Q3 2018.
- Funds reported $3.88B of Primerica stock for Q4 2018, down 20% quarter-over-quarter.
- 38 funds opened new Primerica positions in Q4 2018 and 32 closed out, a net change of +6 holders.
- The largest Primerica buyer in Q4 2018 was Fidelity Investments, an estimated $29M added.
- The largest Primerica seller in Q4 2018 was Kayne Anderson Rudnick Investment Management, an estimated $23.5M sold.
Based on aggregated 13F filings for Q4 2018.