Primerica
246 hedge funds and large institutions have $3.8B invested in Primerica in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 111 reducing their positions, and 42 closing their positions.
167% more call options, than puts
Call options by funds: $7.33M | Put options by funds: $2.74M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more capital invested
Capital invested by funds: $3.32B → $3.8B (+$481M)
3.65% less ownership
Funds ownership: 104.9% → 101.26% (-3.6%)
10% less funds holding
Funds holding: 273 → 246 (-27)
25% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 111
48% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 42
Top Buyers
| 1 |
BlackRock
New York
|
+$345M |
| 2 |
Goldman Sachs
New York
|
+$39.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$19.9M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$15.9M |
Top Sellers
| 1 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$39M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$28.9M |
| 3 |
Renaissance Technologies
New York
|
-$26.4M |
| 4 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$19.7M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$17.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Verition Fund Management
Greenwich,
Connecticut
| – | -$274K | -3,960 | Closed |
|
|
AIM
277
Assured Investment Management
New York
| – | -$260K | -3,755 | Closed |
|
|
CIM
278
Calvert Investment Management
Bethesda,
Maryland
| – | -$224K | -3,233 | Closed |
|
|
SEC
279
Seven Eight Capital
New York
| – | -$221K | -3,200 | Closed |
|
|
GS
280
GAM Systematic
Cambridge,
United Kingdom
| – | -$201K | -2,901 | Closed |
|
|
AAM
281
Advisors Asset Management
Monument,
Colorado
| – | -$76K | -1,100 | Closed |
|
|
QT
282
Quantbot Technologies
New York
| – | -$64K | -931 | Closed |
|
283
ClearBridge Investments
New York
| – | -$33K | -484 | Closed |
|
284
Nomura Asset Management
Tokyo,
Japan
| – | -$33K | -470 | Closed |
|
|
IWA
285
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$7K | -95 | Closed |
|
286
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -81 | Closed |
|
|
IUHSA
287
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$3K | -50 | Closed |
|
PRI Hedge Fund Activity: Q1 2017 in Review
246 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2017, worth a combined $3.8B — up 14% from $3.32B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of PRI and 22 opened new positions — a net loss of 20 holders — while 111 trimmed existing stakes and 83 added.
The largest buyer was BlackRock, adding an estimated $345M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $39M.
- 246 institutional investors held Primerica (PRI) as of Q1 2017, down from 273 in Q4 2016.
- Funds reported $3.8B of Primerica stock for Q1 2017, up 14% quarter-over-quarter.
- 22 funds opened new Primerica positions in Q1 2017 and 42 closed out, a net change of -20 holders.
- The largest Primerica buyer in Q1 2017 was BlackRock, an estimated $345M added.
- The largest Primerica seller in Q1 2017 was Ruane, Cunniff & Goldfarb, an estimated $39M sold.
Based on aggregated 13F filings for Q1 2017.