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Primerica

312 hedge funds and large institutions have $4.1B invested in Primerica in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $1.88M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.35% more ownership

Funds ownership: 88.94%89.29% (+0.35%)

7% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 115

3% less funds holding

Funds holding: 323312 (-11)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

14% less capital invested

Capital invested by funds: $4.75B → $4.1B (-$646M)

Holders
312
Holders Change
-11
Holders Change %
-3.41%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
107
Reduced
115
Closed
38
Calls
$9.52M
Puts
$1.88M
Net Calls
+$7.64M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
251
TCI Wealth Advisors
Arizona
$48K
VVP
252
Venture Visionary Partners
Ohio
$45.2K +$47.5K +378 New
FF
253
FourThought Financial
Florida
$43K +$2.26K +18 +5%
CSB
254
City State Bank
Iowa
$41K
AssetMark Inc
255
AssetMark Inc
California
$40K -$11.1K -88 -21%
CWM
256
Castle Wealth Management
Florida
$38K +$40K +318 New
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$34K
Nomura Asset Management
258
Nomura Asset Management
Japan
$33.5K +$11.3K +90 +47%
PCG
259
Private Capital Group
Connecticut
$30K -$11.2K -89 -26%
C
260
Covestor
United Kingdom
$29K -$1.38K -11 -4%
PA
261
Parallel Advisors
California
$25K -$2.39K -19 -8%
AIP
262
Ahrens Investment Partners
Louisiana
$21K
ST
263
Smithfield Trust
Pennsylvania
$21K
SWM
264
Spire Wealth Management
Virginia
$20K
BC
265
Bartlett & Co
Ohio
$20K +$20.9K +166 New
BCWM
266
Bartlett & Co Wealth Management
Ohio
$19.9K +$20.9K +166 New
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19K +$13.8K +110 +224%
Lazard Asset Management
268
Lazard Asset Management
New York
$19K
BTI
269
Blue Trust Inc
Georgia
$15K +$14K +111 New
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$14K -$390K -3,098 -96%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$14K
PTC
272
Private Trust Company
Ohio
$13K +$13.8K +110 New
CMBA
273
C.M. Bidwell & Associates
Hawaii
$12K
SIS
274
Sound Income Strategies
Florida
$12K +$13K +103 New
CFN
275
Cordasco Financial Network
Florida
$11K

PRI Hedge Fund Activity: Q2 2022 in Review

312 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2022, worth a combined $4.1B — down 14% from $4.75B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PRI and 33 opened new positions — a net loss of 5 holders — while 115 trimmed existing stakes and 107 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $30.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.7M.

  • 312 institutional investors held Primerica (PRI) as of Q2 2022, down from 323 in Q1 2022.
  • Funds reported $4.1B of Primerica stock for Q2 2022, down 14% quarter-over-quarter.
  • 33 funds opened new Primerica positions in Q2 2022 and 38 closed out, a net change of -5 holders.
  • The largest Primerica buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $30.4M added.
  • The largest Primerica seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2022.