We are live on ! Find out more
PRI icon

Primerica
PRI

310 hedge funds and large institutions have $4.84B invested in Primerica in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $992K

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

5% more funds holding

Funds holding: 296 → 310 (+14)

2% more capital invested

Capital invested by funds: $4.74B → $4.84B (+$107M)

0.51% more ownership

Funds ownership: 88.9% → 89.41% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

26% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 119

Holders
310
Holders Change
+14
Holders Change %
+4.73%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
48
Increased
88
Reduced
119
Closed
24
Calls
$6.93M
Puts
$992K
Net Calls
+$5.94M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.7M
2
Fidelity International
Fidelity International
Bermuda
+$13M
3
UBS AM
UBS AM
Illinois
+$11M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$9.65M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.06M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$26.9M
2
BWA
Brave Warrior Advisors
New York
-$21.2M
3
BAMCO Inc
BAMCO Inc
New York
-$14.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$9.61M
5
State Street
State Street
Massachusetts
-$9.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
226
Quantbot Technologies
New York
$338K +$118K +910 +54%
NB
227
Northwest Bancshares
Pennsylvania
$327K – – –
CG
228
Colony Group
Massachusetts
$311K – – –
BAM
229
Blueshift Asset Management
New Jersey
$308K +$305K +2,359 New
GAM
230
Gotham Asset Management
New York
$276K +$28.5K +221 +12%
WAM
231
World Asset Management
Michigan
$263K -$33.3K -258 -11%
DADC
232
D.A. Davidson & Co
Montana
$253K – – –
BCM
233
BTC Capital Management
Iowa
$239K -$13.9K -108 -6%
CAAS
234
Capital Asset Advisory Services
Michigan
$236K +$242K +1,876 New
APA
235
American Portfolios Advisors
New York
$232K +$3.1K +24 +1%
FCBT
236
First Citizens Bank & Trust
North Carolina
$227K +$8.52K +66 +4%
URS
237
Utah Retirement Systems
Utah
$222K – – –
MC
238
Machina Capital
France
$218K +$216K +1,672 New
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$217K -$631K -4,890 -75%
Verition Fund Management
240
Verition Fund Management
Connecticut
$216K +$213K +1,651 New
Coatue Management
241
Coatue Management
New York
$214K +$212K +1,642 New
OAM
242
Oppenheimer Asset Management
New York
$212K -$1.42K -11 -0.7%
SCM
243
Stevens Capital Management
Pennsylvania
$211K +$208K +1,614 New
RJFSA
244
Raymond James Financial Services Advisors
Florida
$209K -$19.9K -154 -9%
WSCM
245
Wellington Shields Capital Management
New York
$209K – – –
OCG
246
Opus Capital Group
Ohio
$208K +$205K +1,591 New
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$203K -$3.1K -24 -2%
Canada Pension Plan Investment Board
248
Canada Pension Plan Investment Board
Ontario, Canada
$170K +$168K +1,300 New
MWNA
249
Marshall Wace North America
New York
$160K -$2.34M -18,140 -94%
LTFS
250
Ladenburg Thalmann Financial Services
Florida
$140K +$32.4K +251 +31%
8 9
10
11 12

PRI Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2019, worth a combined $4.84B — up 2.3% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PRI positions and 24 closed out — a net gain of 24 holders — while 88 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Ameriprise, cutting an estimated $26.9M.

  • 310 institutional investors held Primerica (PRI) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $4.84B of Primerica stock for Q4 2019, up 2.3% quarter-over-quarter.
  • 48 funds opened new Primerica positions in Q4 2019 and 24 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2019 was Fidelity Investments, an estimated $18.7M added.
  • The largest Primerica seller in Q4 2019 was Ameriprise, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2019.