Primerica
244 hedge funds and large institutions have $2.83B invested in Primerica in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 18 closing their positions.
173% more call options, than puts
Call options by funds: $33.3M | Put options by funds: $12.2M
133% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 18
8% more funds holding
Funds holding: 225 → 244 (+19)
3.11% more ownership
Funds ownership: 112.61% → 115.72% (+3.1%)
6% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 83
7% less capital invested
Capital invested by funds: $3.03B → $2.83B (-$201M)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$102M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$24.5M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$18.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$14.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$36M |
| 2 |
BWA
Brave Warrior Advisors
New York
|
-$30M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$22.8M |
| 4 |
Bank of New York Mellon
New York
|
-$20.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
251
Penserra Capital Management
Orinda,
California
| – | -$347K | -6,068 | Closed |
|
|
CF
252
CNA Financial
Chicago,
Illinois
| – | -$230K | -4,031 | Closed |
|
|
1GA
253
1st Global Advisors
Dallas,
Texas
| – | -$214K | -3,743 | Closed |
|
|
CIM
254
Calvert Investment Management
Bethesda,
Maryland
| – | -$200K | -3,500 | Closed |
|
|
CG
255
Cutler Group
San Francisco,
California
| – | -$31.6K | -572 | Closed |
|
|
NFG
256
Next Financial Group
Houston,
Texas
| – | -$9K | -162 | Closed |
|
257
Simplex Trading
Chicago,
Illinois
| – | -$4K | -80 | Closed |
|
258
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -74 | Closed |
|
|
WTB
259
Washington Trust Bank
Spokane,
Washington
| – | -$3K | -60 | Closed |
|
|
ASN
260
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -53 | Closed |
|
|
CHP
261
Cable Hill Partners
Portland,
Oregon
| – | -$3K | -41 | Closed |
|
|
VCM
262
Versant Capital Management
Phoenix,
Arizona
| – | -$552 | -10 | -50% |
|
PRI Hedge Fund Activity: Q3 2016 in Review
244 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2016, worth a combined $2.83B — down 6.6% from $3.03B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PRI positions and 18 closed out — a net gain of 24 holders — while 88 added to existing stakes and 83 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $102M. The largest seller was Wellington Management Group, cutting an estimated $36M.
- 244 institutional investors held Primerica (PRI) as of Q3 2016, up from 225 in Q2 2016.
- Funds reported $2.83B of Primerica stock for Q3 2016, down 6.6% quarter-over-quarter.
- 42 funds opened new Primerica positions in Q3 2016 and 18 closed out, a net change of +24 holders.
- The largest Primerica buyer in Q3 2016 was Victory Capital Management, an estimated $102M added.
- The largest Primerica seller in Q3 2016 was Wellington Management Group, an estimated $36M sold.
Based on aggregated 13F filings for Q3 2016.