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Primerica

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.09M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more capital invested

Capital invested by funds: $4.62B → $5.73B (+$1.11B)

10% more funds holding

Funds holding: 320351 (+31)

0.42% more ownership

Funds ownership: 90.91%91.33% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
251
Everhart Financial Group
Ohio
$220K +$209K +1,276 New
FFM
252
Forum Financial Management
Illinois
$219K +$208K +1,269 New
MGIA
253
Moneta Group Investment Advisors
Missouri
$213K +$203K +1,238 New
HWM
254
HB Wealth Management
Georgia
$209K +$199K +1,213 New
TWC
255
TD Waterhouse Canada
Ontario, Canada
$189K
SWM
256
Sugarloaf Wealth Management
Georgia
$183K
AI
257
AXS Investments
New York
$150K +$143K +870 New
RTC
258
Riverview Trust Company
Washington
$142K
UCB
259
United Community Bank
South Carolina
$139K
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K +$127K +777 New
NA
261
NewEdge Advisors
Louisiana
$122K -$1.64K -10 -1%
ACA
262
Atlas Capital Advisors
Wyoming
$114K +$108K +659 New
CMF
263
Counterpoint Mutual Funds
California
$112K +$106K +649 New
CI Investments Inc
264
CI Investments Inc
Ontario, Canada
$106K +$1.31K +8 +1%
Lazard Asset Management
265
Lazard Asset Management
New York
$100K +$52K +317 +118%
Simplex Trading
266
Simplex Trading
Illinois
$99K +$93.9K +573 +28,650%
HPC
267
HM Payson & Co
Maine
$90.9K +$86.5K +528 New
MFG
268
Mendota Financial Group
Wisconsin
$83.7K
S
269
SignatureFD
Georgia
$78.2K +$19.2K +117 +35%
First Manhattan
270
First Manhattan
New York
$77.5K
EBA
271
Eagle Bay Advisors
New York
$70.9K
MC
272
Machina Capital
France
$70.6K +$67.2K +410 New
TWA
273
TCI Wealth Advisors
Arizona
$69.4K
BF
274
BOK Financial
Oklahoma
$68.9K -$783K -4,778 -92%
CP
275
Castleview Partners
Texas
$65.1K +$62K +378 New

PRI Hedge Fund Activity: Q1 2023 in Review

351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2023, worth a combined $5.73B — up 24% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRI positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Lyrical Asset Management, adding an estimated $114M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 351 institutional investors held Primerica (PRI) as of Q1 2023, up from 320 in Q4 2022.
  • Funds reported $5.73B of Primerica stock for Q1 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Primerica positions in Q1 2023 and 31 closed out, a net change of +34 holders.
  • The largest Primerica buyer in Q1 2023 was Lyrical Asset Management, an estimated $114M added.
  • The largest Primerica seller in Q1 2023 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q1 2023.