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Primerica
PRI

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.45B → $5.47B (+$20.8M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.21% less ownership

Funds ownership: 90.45% → 90.25% (-0.21%)

5% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 110

3% less funds holding

Funds holding: 318 → 308 (-10)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

51% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $2.69M

Holders
308
Holders Change
-10
Holders Change %
-3.14%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
27
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.1M
2
SW
SVB Wealth
Massachusetts
+$19.3M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$12.3M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$4.94M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$4.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$32.6M
2
UBS AM
UBS AM
Illinois
-$14.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$11M
5
Brown Advisory
Brown Advisory
Maryland
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
251
HM Payson & Co
Maine
$90K – – –
Walleye Trading
252
Walleye Trading
New York
$87K +$56K +376 +197%
FF
253
FourThought Financial
Florida
$73K -$1.04K -7 -1%
WWM
254
Wolff Wiese Magana
California
$70K -$6.25K -42 -8%
First Manhattan
255
First Manhattan
New York
$69K – – –
SPIA
256
Steward Partners Investment Advisory
New York
$61K – – –
TWA
257
TCI Wealth Advisors
Arizona
$61K – – –
PCG
258
Private Capital Group
Connecticut
$53K – – –
HFM
259
Harvest Fund Management
China
$50K – – –
KPCM
260
Kings Point Capital Management
New York
$50K +$48.7K +327 New
PA
261
Parallel Advisors
California
$36K -$744 -5 -2%
S
262
SignatureFD
Georgia
$33K – – –
ST
263
Smithfield Trust
Pennsylvania
$27K – – –
MAM
264
Meeder Asset Management
Ohio
$27K +$1.94K +13 +8%
SWM
265
Spire Wealth Management
Virginia
$26K – – –
BCA
266
Berman Capital Advisors
Georgia
$25K +$10.1K +68 +68%
Lazard Asset Management
267
Lazard Asset Management
New York
$24K -$318K -2,138 -93%
MA
268
MUFG Americas
New York
$23K +$22.3K +150 New
FAM
269
Fred Alger Management
New York
$22K – – –
TPCW
270
TD Private Client Wealth
New York
$21.4K – – –
HNB
271
Huntington National Bank
Ohio
$21K – – –
FMT
272
First Mercantile Trust
Tennessee
$20K -$1.04K -7 -5%
US Bancorp
273
US Bancorp
Minnesota
$20K +$298 +2 +2%
ZB
274
Zions Bancorporation
Utah
$19K – – –
CMBA
275
C.M. Bidwell & Associates
Hawaii
$16K – – –
9 10
11
12 13

PRI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2021, worth a combined $5.47B — up 0.38% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PRI and 23 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $32.6M.

  • 308 institutional investors held Primerica (PRI) as of Q3 2021, down from 318 in Q2 2021.
  • Funds reported $5.47B of Primerica stock for Q3 2021, up 0.38% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q3 2021 and 27 closed out, a net change of -4 holders.
  • The largest Primerica buyer in Q3 2021 was Fidelity Investments, an estimated $65.1M added.
  • The largest Primerica seller in Q3 2021 was Goldman Sachs, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2021.