We are live on ! Find out more
PRI icon

Primerica
PRI

310 hedge funds and large institutions have $4.84B invested in Primerica in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $992K

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

5% more funds holding

Funds holding: 296 → 310 (+14)

2% more capital invested

Capital invested by funds: $4.74B → $4.84B (+$107M)

0.51% more ownership

Funds ownership: 88.9% → 89.41% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

26% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 119

Holders
310
Holders Change
+14
Holders Change %
+4.73%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
48
Increased
88
Reduced
119
Closed
24
Calls
$6.93M
Puts
$992K
Net Calls
+$5.94M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.7M
2
Fidelity International
Fidelity International
Bermuda
+$13M
3
UBS AM
UBS AM
Illinois
+$11M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$9.65M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.06M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$26.9M
2
BWA
Brave Warrior Advisors
New York
-$21.2M
3
BAMCO Inc
BAMCO Inc
New York
-$14.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$9.61M
5
State Street
State Street
Massachusetts
-$9.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
276
Geneos Wealth Management
Colorado
$25K – – –
AssetMark Inc
277
AssetMark Inc
California
$24K – – –
US Bancorp
278
US Bancorp
Minnesota
$23K +$3.1K +24 +16%
IA
279
IFP Advisors
Florida
$21K – – –
RIA
280
Realta Investment Advisors
Delaware
$20K -$3.62K -28 -16%
SPIA
281
Steward Partners Investment Advisory
New York
$20K – – –
CCA
282
Column Capital Advisors
Indiana
$19K +$19.6K +152 New
AIM
283
Aigen Investment Management
New York
$16K +$16.1K +125 New
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$15K -$4.39K -34 -23%
CIA
285
CSat Investment Advisory
Michigan
$15K +$2.97K +23 +25%
CT
286
Caldwell Trust
Florida
$14.9K +$14.7K +114 New
IFAM
287
Institutional & Family Asset Management
Colorado
$14K – – –
CMBA
288
C.M. Bidwell & Associates
Hawaii
$13K – – –
CFN
289
Cordasco Financial Network
Florida
$13K – – –
Twin Tree Management
290
Twin Tree Management
Texas
$12K +$12.1K +94 New
HGWM
291
Harvest Group Wealth Management
Massachusetts
$11K -$387 -3 -3%
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
SL
293
Savior LLC
Massachusetts
$9K +$8.65K +67 New
GAM
294
Gemmer Asset Management
California
$8K – – –
CTC
295
Central Trust Company
Missouri
$7K -$904 -7 -12%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
GRP
297
Global Retirement Partners
California
$6K +$5.81K +45 New
SA
298
SRH Advisors
Kansas
$5K – – –
BWA
299
BDO Wealth Advisors
Florida
$4K – – –
BFEC
300
Benjamin F. Edwards & Company
Missouri
$4K – – –
10 11
12
13 14

PRI Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2019, worth a combined $4.84B — up 2.3% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PRI positions and 24 closed out — a net gain of 24 holders — while 88 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Ameriprise, cutting an estimated $26.9M.

  • 310 institutional investors held Primerica (PRI) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $4.84B of Primerica stock for Q4 2019, up 2.3% quarter-over-quarter.
  • 48 funds opened new Primerica positions in Q4 2019 and 24 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2019 was Fidelity Investments, an estimated $18.7M added.
  • The largest Primerica seller in Q4 2019 was Ameriprise, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2019.