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Primerica

320 hedge funds and large institutions have $4.62B invested in Primerica in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,168% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $170K

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more capital invested

Capital invested by funds: $4.2B → $4.62B (+$421M)

6% more funds holding

Funds holding: 301320 (+19)

0.31% less ownership

Funds ownership: 91.22%90.91% (-0.31%)

10% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 103

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
93
Reduced
103
Closed
28
Calls
$2.15M
Puts
$170K
Net Calls
+$1.99M
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
SignatureFD
Georgia
$47.8K -$418 -3 -0.9%
ASN
252
Advisory Services Network
Georgia
$42.7K +$41.9K +301 New
Nomura Asset Management
253
Nomura Asset Management
Japan
$39.7K
BAM
254
Belpointe Asset Management
Nevada
$38.4K +$37.8K +271 New
Lazard Asset Management
255
Lazard Asset Management
New York
$38K +$37.3K +268 New
TSW
256
Thompson Siegel & Walmsley
Virginia
$38K +$37.3K +268 New
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$37K
PA
258
Parallel Advisors
California
$29.5K
USCWA
259
U.S. Capital Wealth Advisors
Texas
$28.4K +$27.9K +200 New
QCG
260
Quadrant Capital Group
Ohio
$24.4K +$2.92K +21 +14%
ST
261
Smithfield Trust
Pennsylvania
$24K
SWM
262
Spire Wealth Management
Virginia
$24K
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$24K +$4.74K +34 +25%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$22.7K +$1.53K +11 +7%
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.5K
WT
266
Whittier Trust
California
$22.3K
BTI
267
Blue Trust Inc
Georgia
$22K +$6.83K +49 +37%
GTCM
268
Gyon Technologies Capital Management
New Jersey
$20.7K +$20.3K +146 New
IA
269
IFP Advisors
Florida
$17K -$5.85K -42 -29%
PTC
270
Private Trust Company
Ohio
$16K
QC
271
Quent Capital
New York
$14.9K
SIS
272
Sound Income Strategies
Florida
$14.7K +$139 +1 +1%
CMBA
273
C.M. Bidwell & Associates
Hawaii
$14.6K
LFG
274
Larson Financial Group
Missouri
$13.3K
WB
275
Webster Bank
Connecticut
$13K

PRI Hedge Fund Activity: Q4 2022 in Review

320 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2022, worth a combined $4.62B — up 10% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 28 closed out — a net gain of 24 holders — while 93 added to existing stakes and 103 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $24.4M. The largest seller was Millennium Management, cutting an estimated $23.9M.

  • 320 institutional investors held Primerica (PRI) as of Q4 2022, up from 301 in Q3 2022.
  • Funds reported $4.62B of Primerica stock for Q4 2022, up 10% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2022 and 28 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2022 was Victory Capital Management, an estimated $24.4M added.
  • The largest Primerica seller in Q4 2022 was Millennium Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2022.