We are live on ! Find out more
PRI icon

Primerica

312 hedge funds and large institutions have $4.1B invested in Primerica in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $1.88M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.35% more ownership

Funds ownership: 88.94%89.29% (+0.35%)

7% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 115

3% less funds holding

Funds holding: 323312 (-11)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

14% less capital invested

Capital invested by funds: $4.75B → $4.1B (-$646M)

Holders
312
Holders Change
-11
Holders Change %
-3.41%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
107
Reduced
115
Closed
38
Calls
$9.52M
Puts
$1.88M
Net Calls
+$7.64M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
226
Summit Trail Advisors
New York
$211K +$30.7K +244 +16%
BFM
227
Boothbay Fund Management
New York
$201K +$211K +1,679 New
WSCM
228
Wellington Shields Capital Management
New York
$192K -$1.72M -13,704 -12%
UB
229
UMB Bank
Missouri
$192K -$503 -4 -0.2%
GWSG
230
GPS Wealth Strategies Group
Colorado
$181K -$68.5K -545 -26%
MAM
231
Meeder Asset Management
Ohio
$145K +$76.8K +611 +102%
TWC
232
TD Waterhouse Canada
Ontario, Canada
$134K
SWM
233
Sugarloaf Wealth Management
Georgia
$127K +$134K +1,062 New
VanEck Associates
234
VanEck Associates
New York
$119K +$4.78K +38 +4%
CMF
235
Counterpoint Mutual Funds
California
$117K +$123K +980 New
MA
236
MUFG Americas
New York
$114K
SOW
237
State of Wyoming
Wyoming
$102K +$107K +853 New
RTC
238
Riverview Trust Company
Washington
$99K
ODG
239
O'Dell Group
Ohio
$98K -$1.01K -8 -1%
UCB
240
United Community Bank
South Carolina
$97.4K +$8.8K +70 +9%
OIS
241
Okabena Investment Services
Minnesota
$90K +$9.31K +74 +11%
CI Investments Inc
242
CI Investments Inc
Ontario, Canada
$75K -$42.5K -338 -35%
QT
243
Quantbot Technologies
New York
$69K +$73.1K +581 New
S
244
SignatureFD
Georgia
$67K +$17.5K +139 +33%
HPC
245
HM Payson & Co
Maine
$63K
WWM
246
Wolff Wiese Magana
California
$58K +$4.53K +36 +8%
TPCW
247
TD Private Client Wealth
New York
$55.2K -$13.5K -107 -19%
First Manhattan
248
First Manhattan
New York
$53K
EBA
249
Eagle Bay Advisors
New York
$49.3K +$51.8K +412 New
SPIA
250
Steward Partners Investment Advisory
New York
$49K -$9.18K -73 -15%

PRI Hedge Fund Activity: Q2 2022 in Review

312 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2022, worth a combined $4.1B — down 14% from $4.75B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PRI and 33 opened new positions — a net loss of 5 holders — while 115 trimmed existing stakes and 107 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $30.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.7M.

  • 312 institutional investors held Primerica (PRI) as of Q2 2022, down from 323 in Q1 2022.
  • Funds reported $4.1B of Primerica stock for Q2 2022, down 14% quarter-over-quarter.
  • 33 funds opened new Primerica positions in Q2 2022 and 38 closed out, a net change of -5 holders.
  • The largest Primerica buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $30.4M added.
  • The largest Primerica seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2022.