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Primerica
PRI

270 hedge funds and large institutions have $4.77B invested in Primerica in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $6.74M

23% more capital invested

Capital invested by funds: $3.88B → $4.77B (+$896M)

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.17% less ownership

Funds ownership: 92.43% → 92.26% (-0.17%)

1% less funds holding

Funds holding: 273 → 270 (-3)

27% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 104

Holders
270
Holders Change
-3
Holders Change %
-1.1%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
76
Reduced
104
Closed
33
Calls
$12.3M
Puts
$6.74M
Net Calls
+$5.55M
Net Calls Change
+$1.67M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$50.5M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$13.4M
3
Ameriprise
Ameriprise
Minnesota
+$10.7M
4
FAM
Formidable Asset Management
Ohio
+$6.39M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$4.61M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$22.1M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$16.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.3M
4
Goldman Sachs
Goldman Sachs
New York
-$13.9M
5
BWA
Brave Warrior Advisors
New York
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$9K -$2.19K -19 -21%
GAM
252
Gemmer Asset Management
California
$7K – – –
MNBTD
253
Moody National Bank Trust Division
Texas
$7K – – –
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.19K +19 +90%
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.62K – – –
AIL
256
AGF Investments LLC
Ontario, Canada
$5K -$13.5K -117 -75%
SA
257
SRH Advisors
Kansas
$5K – – –
Bessemer Group
258
Bessemer Group
New Jersey
$4K +$3.57K +31 New
BWA
259
BDO Wealth Advisors
Florida
$4K +$3.69K +32 New
CAM
260
Cresset Asset Management
Illinois
$4K +$4.11M +35,700 New
SCM
261
Shelton Capital Management
Colorado
$3.13K -$316K -2,746 -88%
CFGS
262
Concourse Financial Group Securities
Alabama
$3K -$9.56K -83 -74%
IAS
263
IMA Advisory Services
Colorado
$3K – – –
OFW
264
Omnia Family Wealth
Florida
$3K – – –
US Bancorp
265
US Bancorp
Minnesota
$3K +$922 +8 +42%
CAW
266
Cornerstone Advisors (Washington)
Washington
$3K +$2.65K +23 New
AIM
267
Advantage Investment Management
Iowa
$1K – – –
VCM
268
Versant Capital Management
Arizona
$1K – – –
WAM
269
Wealthspire Advisors (Maryland)
Maryland
$1K +$806 +7 New
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
– -$7.08M -72,414 Closed
Nordea Investment Management
271
Nordea Investment Management
Sweden
– -$3.87M -39,627 Closed
SGAM
272
Smith Group Asset Management
Texas
– -$2.27M -23,280 Closed
AAMU
273
AEGON Asset Management (UK)
United Kingdom
– -$1.34M -13,720 Closed
ECM
274
ETrade Capital Management
Virginia
– -$1.05M -10,760 Closed
Assenagon Asset Management
275
Assenagon Asset Management
Luxembourg
– -$797K -8,159 Closed
9 10
11
12 13

PRI Hedge Fund Activity: Q1 2019 in Review

270 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2019, worth a combined $4.77B — up 23% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PRI positions and 33 closed out — a net gain of 1 holder — while 76 added to existing stakes and 104 trimmed.

The largest buyer was BlackRock, adding an estimated $50.5M. The largest seller was JP Morgan Chase, cutting an estimated $22.1M.

  • 270 institutional investors held Primerica (PRI) as of Q1 2019, down from 273 in Q4 2018.
  • Funds reported $4.77B of Primerica stock for Q1 2019, up 23% quarter-over-quarter.
  • 34 funds opened new Primerica positions in Q1 2019 and 33 closed out, a net change of +1 holder.
  • The largest Primerica buyer in Q1 2019 was BlackRock, an estimated $50.5M added.
  • The largest Primerica seller in Q1 2019 was JP Morgan Chase, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2019.