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Primerica

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.09M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more capital invested

Capital invested by funds: $4.62B → $5.73B (+$1.11B)

10% more funds holding

Funds holding: 320351 (+31)

0.42% more ownership

Funds ownership: 90.91%91.33% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$313K +$4.42K +27 +2%
WA
227
Wealth Alliance
New York
$313K -$12.5K -76 -4%
BCM
228
BTC Capital Management
Iowa
$298K -$172K -1,051 -38%
SEC
229
Seven Eight Capital
New York
$295K +$280K +1,710 New
GWSG
230
GPS Wealth Strategies Group
Colorado
$290K +$276K +1,686 New
MAS
231
Meeder Advisory Services
Ohio
$289K +$275K +1,676 New
EWA
232
EP Wealth Advisors
California
$285K -$768K -4,685 -72%
XT
233
XTX Topco
Cayman Islands
$276K +$263K +1,605 New
WSCM
234
Wellington Shields Capital Management
New York
$276K +$3.86M +23,536 +20%
Franklin Resources
235
Franklin Resources
California
$272K +$2.62K +16 +1%
IFS
236
Ifrah Financial Services
Arkansas
$267K -$5.74K -35 -2%
PI
237
PFS Investments
Georgia
$265K +$259K +1,581 New
UB
238
UMB Bank
Missouri
$261K
P
239
Pitcairn
Pennsylvania
$256K -$10.5K -64 -4%
VDI
240
Vaughan David Investments
Illinois
$254K -$76.4K -466 -24%
PMEF
241
Point72 Middle East FZE
United Arab Emirates
$252K +$240K +1,463 New
CC
242
Centiva Capital
New York
$251K +$239K +1,458 New
MYIA
243
Mount Yale Investment Advisors
Colorado
$249K -$32.5K -198 -12%
V
244
Veritable
Delaware
$245K
VPIM
245
Vanguard Personalized Indexing Management
California
$243K +$231K +1,409 New
KI
246
Kapitalo Investimentos
Brazil
$239K +$228K +1,389 New
TRCT
247
Tower Research Capital (TRC)
New York
$239K +$93.6K +571 +70%
API
248
Advisor Partners II
California
$237K +$226K +1,378 New
PA
249
Profund Advisors
Maryland
$222K -$27.5K -168 -12%
SPIA
250
Steward Partners Investment Advisory
New York
$220K +$67.5K +412 +48%

PRI Hedge Fund Activity: Q1 2023 in Review

351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2023, worth a combined $5.73B — up 24% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRI positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Lyrical Asset Management, adding an estimated $114M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 351 institutional investors held Primerica (PRI) as of Q1 2023, up from 320 in Q4 2022.
  • Funds reported $5.73B of Primerica stock for Q1 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Primerica positions in Q1 2023 and 31 closed out, a net change of +34 holders.
  • The largest Primerica buyer in Q1 2023 was Lyrical Asset Management, an estimated $114M added.
  • The largest Primerica seller in Q1 2023 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q1 2023.