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Primerica

277 hedge funds and large institutions have $3.97B invested in Primerica in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $7.09M | Put options by funds: $4.05M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

1.23% less ownership

Funds ownership: 93.93%92.7% (-1.2%)

3% less funds holding

Funds holding: 285277 (-8)

6% less capital invested

Capital invested by funds: $4.22B → $3.97B (-$253M)

Holders
277
Holders Change
-8
Holders Change %
-2.81%
% of All Funds
6.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
100
Reduced
106
Closed
34
Calls
$7.09M
Puts
$4.05M
Net Calls
+$3.04M
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
Stratos Wealth Partners
Ohio
$11K -$17.3K -172 -61%
PCM
252
Prelude Capital Management
New York
$11K +$12K +119 New
CMBA
253
C.M. Bidwell & Associates
Hawaii
$10K
LF
254
Lee Financial
Texas
$10K +$10.7K +107 New
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$9K -$2.11K -21 -19%
ASN
256
Advisory Services Network
Georgia
$9K -$803 -8 -8%
FMP
257
Financial Management Professionals
Texas
$9K
S
258
SignatureFD
Georgia
$9K +$8.94K +89 New
IFAM
259
Institutional & Family Asset Management
Colorado
$9K +$9.34K +93 New
VFA
260
Valeo Financial Advisors
Indiana
$8K +$8.44K +84 New
Acadian Asset Management
261
Acadian Asset Management
Massachusetts
$7K +$6.53K +65 +1,300%
GAM
262
Gemmer Asset Management
California
$6K
JA
263
JOYN Advisors
Georgia
$5K +$4.82K +48 New
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.44K
SA
265
SRH Advisors
Kansas
$4K
SPIA
266
Steward Partners Investment Advisory
New York
$4K
OFW
267
Omnia Family Wealth
Florida
$2K
QCG
268
Quadrant Capital Group
Ohio
$2K
US Bancorp
269
US Bancorp
Minnesota
$2K
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$1.74K +$1.81K +18 New
FMA
271
FNY Managed Accounts
New York
$1K -$1.71K -17 -52%
AIM
272
Advantage Investment Management
Iowa
$1K
FGC
273
Financial Gravity Companies
Texas
$1K +$301 +3 +30%
CAW
274
Cornerstone Advisors (Washington)
Washington
$1K +$1K +10 New
FGAM
275
Financial Gravity Asset Management
Texas
$1K +$1.31K +13 New

PRI Hedge Fund Activity: Q1 2018 in Review

277 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2018, worth a combined $3.97B — down 6% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PRI and 31 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 100 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $14.8M. The largest seller was Bank of New York Mellon, cutting an estimated $18.6M.

  • 277 institutional investors held Primerica (PRI) as of Q1 2018, down from 285 in Q4 2017.
  • Funds reported $3.97B of Primerica stock for Q1 2018, down 6% quarter-over-quarter.
  • 31 funds opened new Primerica positions in Q1 2018 and 34 closed out, a net change of -3 holders.
  • The largest Primerica buyer in Q1 2018 was Kayne Anderson Rudnick Investment Management, an estimated $14.8M added.
  • The largest Primerica seller in Q1 2018 was Bank of New York Mellon, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2018.