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Primerica

270 hedge funds and large institutions have $4.77B invested in Primerica in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $6.74M

23% more capital invested

Capital invested by funds: $3.88B → $4.77B (+$896M)

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.17% less ownership

Funds ownership: 92.43%92.26% (-0.17%)

1% less funds holding

Funds holding: 273270 (-3)

27% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 104

Holders
270
Holders Change
-3
Holders Change %
-1.1%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
34
Increased
76
Reduced
104
Closed
33
Calls
$12.3M
Puts
$6.74M
Net Calls
+$5.55M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
226
First Manhattan
New York
$61K
AF
227
Advisornet Financial
Minnesota
$53K
QCG
228
Quadrant Capital Group
Ohio
$51K +$46.4K +403 +1,390%
RCAG
229
Rehmann Capital Advisory Group
Michigan
$49.5K -$1.61K -14 -3%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$38K +$22.1K +192 +170%
HNB
231
Huntington National Bank
Ohio
$36K -$13.2K -115 -28%
OIA
232
OneDigital Investment Advisors
Kansas
$36K
S
233
SignatureFD
Georgia
$34K
FANJ
234
Financial Architects (New Jersey)
New Jersey
$34K +$5.76K +50 +22%
TL
235
TrueWealth LLC
Georgia
$32K
ZB
236
Zions Bancorporation
Utah
$32K
ASN
237
Advisory Services Network
Georgia
$32K +$19.4K +168 +177%
TWA
238
TCI Wealth Advisors
Arizona
$24K
MWNA
239
Marshall Wace North America
New York
$23K -$40.2K -349 -65%
GWM
240
Geneos Wealth Management
Colorado
$23K
PA
241
Parallel Advisors
California
$23K
AssetMark Inc
242
AssetMark Inc
California
$22K
TRCT
243
Tower Research Capital (TRC)
New York
$19K -$23.3K -202 -57%
NWM
244
Northwest Wealth Management
Iowa
$18K
RIA
245
Realta Investment Advisors
Delaware
$18K +$17.3K +150 New
YWP
246
YorkBridge Wealth Partners
New York
$14K -$16.8K -146 -55%
CMBA
247
C.M. Bidwell & Associates
Hawaii
$13K
HGWM
248
Harvest Group Wealth Management
Massachusetts
$13K +$11.9K +103 New
IFAM
249
Institutional & Family Asset Management
Colorado
$11K
CTC
250
Central Trust Company
Missouri
$10K -$1.96K -17 -18%

PRI Hedge Fund Activity: Q1 2019 in Review

270 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2019, worth a combined $4.77B — up 23% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PRI positions and 33 closed out — a net gain of 1 holder — while 76 added to existing stakes and 104 trimmed.

The largest buyer was BlackRock, adding an estimated $50.5M. The largest seller was JP Morgan Chase, cutting an estimated $22.1M.

  • 270 institutional investors held Primerica (PRI) as of Q1 2019, down from 273 in Q4 2018.
  • Funds reported $4.77B of Primerica stock for Q1 2019, up 23% quarter-over-quarter.
  • 34 funds opened new Primerica positions in Q1 2019 and 33 closed out, a net change of +1 holder.
  • The largest Primerica buyer in Q1 2019 was BlackRock, an estimated $50.5M added.
  • The largest Primerica seller in Q1 2019 was JP Morgan Chase, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2019.