Primerica
300 hedge funds and large institutions have $4.18B invested in Primerica in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 113 reducing their positions, and 21 closing their positions.
110% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 21
29% more capital invested
Capital invested by funds: $3.24B → $4.18B (+$939M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more call options, than puts
Call options by funds: $2.83M | Put options by funds: $2.42M
8% more funds holding
Funds holding: 278 → 300 (+22)
1.19% less ownership
Funds ownership: 89.2% → 88.01% (-1.2%)
12% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$22.7M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$15.7M |
| 3 |
BWA
Brave Warrior Advisors
New York
|
+$9.53M |
| 4 |
CCM
Cantillon Capital Management
New York
|
+$8.57M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$7.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$41M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$21.6M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$18M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17M |
| 5 |
BlackRock
New York
|
-$14.1M |
PRI Hedge Fund Activity: Q2 2020 in Review
300 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2020, worth a combined $4.18B — up 29% from $3.24B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new PRI positions and 21 closed out — a net gain of 23 holders — while 100 added to existing stakes and 113 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $22.7M. The largest seller was Fidelity Investments, cutting an estimated $41M.
- 300 institutional investors held Primerica (PRI) as of Q2 2020, up from 278 in Q1 2020.
- Funds reported $4.18B of Primerica stock for Q2 2020, up 29% quarter-over-quarter.
- 44 funds opened new Primerica positions in Q2 2020 and 21 closed out, a net change of +23 holders.
- The largest Primerica buyer in Q2 2020 was Goldman Sachs, an estimated $22.7M added.
- The largest Primerica seller in Q2 2020 was Fidelity Investments, an estimated $41M sold.
Based on aggregated 13F filings for Q2 2020.