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Primerica
PRI

270 hedge funds and large institutions have $4.77B invested in Primerica in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $6.74M

23% more capital invested

Capital invested by funds: $3.88B → $4.77B (+$896M)

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.17% less ownership

Funds ownership: 92.43% → 92.26% (-0.17%)

1% less funds holding

Funds holding: 273 → 270 (-3)

27% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 104

Holders
270
Holders Change
-3
Holders Change %
-1.1%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
76
Reduced
104
Closed
33
Calls
$12.3M
Puts
$6.74M
Net Calls
+$5.55M
Net Calls Change
+$1.67M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$50.5M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$13.4M
3
Ameriprise
Ameriprise
Minnesota
+$10.7M
4
FAM
Formidable Asset Management
Ohio
+$6.39M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$4.61M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$22.1M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$16.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.3M
4
Goldman Sachs
Goldman Sachs
New York
-$13.9M
5
BWA
Brave Warrior Advisors
New York
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
276
Mackay Shields LLC
New York
– -$714K -7,300 Closed
GCA
277
Gideon Capital Advisors
New York
– -$658K -6,739 Closed
ARTA
278
A.R.T. Advisors
New York
– -$603K -6,170 Closed
QIM
279
Quantitative Investment Management
Virginia
– -$576K -5,900 Closed
DTL
280
Dynamic Technology Lab
Singapore
– -$521K -5,328 Closed
Tudor Investment Corp
281
Tudor Investment Corp
Connecticut
– -$407K -4,167 Closed
AA
282
ALPS Advisors
Colorado
– -$385K -3,943 Closed
SCM
283
Stevens Capital Management
Pennsylvania
– -$378K -3,866 Closed
Millennium Management
284
Millennium Management
New York
– -$362K -3,708 Closed
AIM
285
Assured Investment Management
New York
– -$346K -3,543 Closed
EWA
286
EP Wealth Advisors
California
– -$318K -3,250 Closed
SSA
287
Schonfeld Strategic Advisors
New York
– -$312K -3,194 Closed
JG
288
Jefferies Group
New York
– -$295K -3,023 Closed
LCM
289
Laurion Capital Management
New York
– -$286K -2,930 Closed
GC
290
Globeflex Capital
California
– -$68K -691 Closed
DWM
291
Doyle Wealth Management
Florida
– -$44K -450 Closed
ER
292
Enlightenment Research
Florida
– -$39K -400 Closed
SGS
293
Sterling Global Strategies
California
– -$38.9K -398 Closed
TNBTD
294
Trustmark National Bank Trust Department
Mississippi
– -$36K -368 Closed
IA
295
IFP Advisors
Florida
– -$17K -179 Closed
CBT
296
Capital Bank & Trust
California
– -$14K -142 Closed
PRC
297
Pearl River Capital
Michigan
– -$10K -100 Closed
JA
298
JOYN Advisors
Georgia
– -$6K -63 Closed
BFEC
299
Benjamin F. Edwards & Company
Missouri
– -$3K -28 Closed
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -27 Closed
9 10 11
12
13

PRI Hedge Fund Activity: Q1 2019 in Review

270 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2019, worth a combined $4.77B — up 23% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PRI positions and 33 closed out — a net gain of 1 holder — while 76 added to existing stakes and 104 trimmed.

The largest buyer was BlackRock, adding an estimated $50.5M. The largest seller was JP Morgan Chase, cutting an estimated $22.1M.

  • 270 institutional investors held Primerica (PRI) as of Q1 2019, down from 273 in Q4 2018.
  • Funds reported $4.77B of Primerica stock for Q1 2019, up 23% quarter-over-quarter.
  • 34 funds opened new Primerica positions in Q1 2019 and 33 closed out, a net change of +1 holder.
  • The largest Primerica buyer in Q1 2019 was BlackRock, an estimated $50.5M added.
  • The largest Primerica seller in Q1 2019 was JP Morgan Chase, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2019.