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Primerica
PRI

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.45B → $5.47B (+$20.8M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.21% less ownership

Funds ownership: 90.45% → 90.25% (-0.21%)

5% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 110

3% less funds holding

Funds holding: 318 → 308 (-10)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

51% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $2.69M

Holders
308
Holders Change
-10
Holders Change %
-3.14%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
27
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.1M
2
SW
SVB Wealth
Massachusetts
+$19.3M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$12.3M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$4.94M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$4.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$32.6M
2
UBS AM
UBS AM
Illinois
-$14.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$11M
5
Brown Advisory
Brown Advisory
Maryland
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
226
Wealth Alliance
New York
$279K +$1.49K +10 +0.6%
WAM
227
World Asset Management
Michigan
$270K -$2.23K -15 -0.8%
MGIA
228
Moneta Group Investment Advisors
Missouri
$255K +$3.13K +21 +1%
WSCM
229
Wellington Shields Capital Management
New York
$246K – – –
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$244K +$20.4K +137 +9%
OAM
231
Oppenheimer Asset Management
New York
$243K -$9.52K -64 -4%
D.E. Shaw & Co
232
D.E. Shaw & Co
New York
$242K -$14.9K -100 -6%
PI
233
PFS Investments
Georgia
$242K +$205K +1,379 New
IFS
234
Ifrah Financial Services
Arkansas
$241K +$298 +2 +0.1%
VFA
235
Voya Financial Advisors
Connecticut
$234K +$12.2K +82 +6%
II
236
Inspire Investing
Idaho
$233K +$226K +1,518 New
MPM
237
Meritage Portfolio Management
Kansas
$233K +$226K +1,518 New
FSC
238
Full Sail Capital
Oklahoma
$232K – – –
Verition Fund Management
239
Verition Fund Management
Connecticut
$231K +$28.7K +193 +15%
XT
240
XTX Topco
Cayman Islands
$228K +$221K +1,485 New
SP
241
Symmetry Partners
Connecticut
$222K – – –
RCG
242
Ruane, Cunniff & Goldfarb
New York
$215K – – –
XSC
243
X-Square Capital
Puerto Rico
$213K +$206K +1,384 New
CI Investments Inc
244
CI Investments Inc
Ontario, Canada
$165K +$2.98K +20 +2%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$143K +$88.5K +595 +178%
AAM
246
Advisors Asset Management
Colorado
$136K -$2.38K -16 -2%
RTC
247
Riverview Trust Company
Washington
$127K – – –
VanEck Associates
248
VanEck Associates
New York
$118K +$42.4K +285 +59%
VNIM
249
Vaughan Nelson Investment Management
Texas
$113K +$109K +733 New
EBA
250
Eagle Bay Advisors
New York
$111K +$48.7K +327 +82%
8 9
10
11 12

PRI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2021, worth a combined $5.47B — up 0.38% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PRI and 23 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $32.6M.

  • 308 institutional investors held Primerica (PRI) as of Q3 2021, down from 318 in Q2 2021.
  • Funds reported $5.47B of Primerica stock for Q3 2021, up 0.38% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q3 2021 and 27 closed out, a net change of -4 holders.
  • The largest Primerica buyer in Q3 2021 was Fidelity Investments, an estimated $65.1M added.
  • The largest Primerica seller in Q3 2021 was Goldman Sachs, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2021.