We are live on ! Find out more
PRI icon

Primerica

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

9% more funds holding

Funds holding: 308337 (+29)

0.31% less ownership

Funds ownership: 90.25%89.94% (-0.31%)

1% less capital invested

Capital invested by funds: $5.47B → $5.44B (-$36.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

69% less call options, than puts

Call options by funds: $720K | Put options by funds: $2.35M

Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
FTA
226
Financial & Tax Architects
Missouri
$322K
SCM
227
Shelton Capital Management
Colorado
$320K -$22.4K -141 -6%
FCBT
228
First Citizens Bank & Trust
North Carolina
$314K +$8.25K +52 +3%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$312K +$1.43K +9 +0.4%
KWM
230
Kingsview Wealth Management
Oregon
$312K +$323K +2,037 New
PA
231
Profund Advisors
Maryland
$310K -$26K -164 -7%
APA
232
American Portfolios Advisors
New York
$307K +$12.1K +76 +4%
FHB
233
First Hawaiian Bank
Hawaii
$297K
MGIA
234
Moneta Group Investment Advisors
Missouri
$296K +$43K +271 +16%
GWSG
235
GPS Wealth Strategies Group
Colorado
$290K -$1.11K -7 -0.4%
QCM
236
Quantinno Capital Management
New York
$286K +$296K +1,867 New
WA
237
Wealth Alliance
New York
$268K -$10.3K -65 -4%
MC
238
Manteio Capital
New Jersey
$262K +$271K +1,709 New
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$257K +$14.7K +93 +6%
II
240
Inspire Investing
Idaho
$250K +$18.2K +115 +8%
IFS
241
Ifrah Financial Services
Arkansas
$246K +$5.87K +37 +2%
Wolverine Trading
242
Wolverine Trading
Illinois
$246K +$254K +1,601 New
LWAC
243
Laurel Wealth Advisors (California)
California
$246K +$255K +1,607 New
UB
244
UMB Bank
Missouri
$246K +$255K +1,608 New
MPM
245
Meritage Portfolio Management
Kansas
$245K +$12.8K +81 +5%
DS
246
DRW Securities
Illinois
$242K +$251K +1,582 New
MC
247
Maverick Capital
Texas
$241K -$1.76M -11,108 -88%
VF
248
Virtu Financial
New York
$239K +$248K +1,561 New
OAM
249
Oppenheimer Asset Management
New York
$238K -$4.44K -28 -2%
VFA
250
Voya Financial Advisors
Connecticut
$233K +$2.06K +13 +0.9%

PRI Hedge Fund Activity: Q4 2021 in Review

337 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2021, worth a combined $5.44B — down 0.67% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PRI positions and 22 closed out — a net gain of 33 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Cantillon Capital Management, cutting an estimated $39.3M.

  • 337 institutional investors held Primerica (PRI) as of Q4 2021, up from 308 in Q3 2021.
  • Funds reported $5.44B of Primerica stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 55 funds opened new Primerica positions in Q4 2021 and 22 closed out, a net change of +33 holders.
  • The largest Primerica buyer in Q4 2021 was Fidelity Investments, an estimated $48.3M added.
  • The largest Primerica seller in Q4 2021 was Cantillon Capital Management, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2021.