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Primerica

285 hedge funds and large institutions have $4.22B invested in Primerica in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

65% more call options, than puts

Call options by funds: $7.69M | Put options by funds: $4.65M

16% more capital invested

Capital invested by funds: $3.63B → $4.22B (+$593M)

10% more funds holding

Funds holding: 258285 (+27)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.33% less ownership

Funds ownership: 99.26%93.93% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
285
Holders Change
+27
Holders Change %
+10.47%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
81
Reduced
107
Closed
25
Calls
$7.69M
Puts
$4.65M
Net Calls
+$3.04M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$31K -$18.9K -198 -39%
OIA
252
OneDigital Investment Advisors
Kansas
$30K
SWP
253
Stratos Wealth Partners
Ohio
$29K +$26.8K +281 New
AssetMark Inc
254
AssetMark Inc
California
$27K +$7.91K +83 +46%
PCM
255
Penserra Capital Management
California
$24K +$22.9K +240 New
FANJ
256
Financial Architects (New Jersey)
New Jersey
$23K
YWP
257
YorkBridge Wealth Partners
New York
$21K -$5.81K -61 -22%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$21K
AIL
259
AGF Investments LLC
Ontario, Canada
$20K -$3.24K -34 -15%
TWA
260
TCI Wealth Advisors
Arizona
$20K
GWM
261
Geneos Wealth Management
Colorado
$19K
PA
262
Parallel Advisors
California
$19K
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$15K +$1.81K +19 +15%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$11K
ASN
265
Advisory Services Network
Georgia
$10K
CMBA
266
C.M. Bidwell & Associates
Hawaii
$10K
WCBA
267
Weaver C. Barksdale & Associates
Tennessee
$9K -$2.19K -23 -20%
FMP
268
Financial Management Professionals
Texas
$9K
GAM
269
Gemmer Asset Management
California
$6K
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.67K -$2.95K -31 -40%
SA
271
SRH Advisors
Kansas
$4K
SPIA
272
Steward Partners Investment Advisory
New York
$4K
BFEC
273
Benjamin F. Edwards & Company
Missouri
$3K
WWMSC
274
Wagner Wealth Management (South Carolina)
South Carolina
$3K
CCM
275
Cribstone Capital Management
Maine
$3K +$2.38K +25 New

PRI Hedge Fund Activity: Q4 2017 in Review

285 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2017, worth a combined $4.22B — up 16% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 25 closed out — a net gain of 27 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $12.7M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $95.4M.

  • 285 institutional investors held Primerica (PRI) as of Q4 2017, up from 258 in Q3 2017.
  • Funds reported $4.22B of Primerica stock for Q4 2017, up 16% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2017 and 25 closed out, a net change of +27 holders.
  • The largest Primerica buyer in Q4 2017 was Schroder Investment Management Group, an estimated $12.7M added.
  • The largest Primerica seller in Q4 2017 was Ruane, Cunniff & Goldfarb, an estimated $95.4M sold.

Based on aggregated 13F filings for Q4 2017.