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Primerica
PRI

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.45B → $5.47B (+$20.8M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.21% less ownership

Funds ownership: 90.45% → 90.25% (-0.21%)

5% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 110

3% less funds holding

Funds holding: 318 → 308 (-10)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

51% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $2.69M

Holders
308
Holders Change
-10
Holders Change %
-3.14%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
27
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.1M
2
SW
SVB Wealth
Massachusetts
+$19.3M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$12.3M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$4.94M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$4.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$32.6M
2
UBS AM
UBS AM
Illinois
-$14.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$11M
5
Brown Advisory
Brown Advisory
Maryland
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
276
Cordasco Financial Network
Florida
$15K – – –
VCM
277
Vigilant Capital Management
Maine
$15K +$14.6K +98 New
FHA
278
First Horizon Advisors
Tennessee
$14K +$7.29K +49 +114%
GWM
279
Geneos Wealth Management
Colorado
$12K – – –
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$12K +$6.55K +44 +122%
CWC
281
Carolinas Wealth Consulting
North Carolina
$11K – – –
QCG
282
Quadrant Capital Group
Ohio
$11K – – –
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
GAM
284
Gemmer Asset Management
California
$9K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
285
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K – – –
Jones Financial Companies
286
Jones Financial Companies
Missouri
$9K – – –
Rockefeller Capital Management
287
Rockefeller Capital Management
New York
$9K +$2.98K +20 +43%
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.37K – – –
IFAM
289
Institutional & Family Asset Management
Colorado
$6K – – –
SA
290
SRH Advisors
Kansas
$6K – – –
FPS
291
Fieldpoint Private Securities
Connecticut
$5K – – –
NFG
292
Next Financial Group
Texas
$5K – – –
ACM
293
AUA Capital Management
Pennsylvania
$4K -$446 -3 -10%
HI
294
Harbour Investments
Wisconsin
$4K – – –
BMD
295
Better Money Decisions
New Mexico
$3K – – –
FMP
296
Financial Management Professionals
Texas
$3K – – –
FBT
297
First Bank & Trust
South Dakota
$3K – – –
CTC
298
Central Trust Company
Missouri
$2K – – –
IA
299
IFP Advisors
Florida
$2K – – –
LC
300
Lindbrook Capital
California
$2K – – –
10 11
12
13 14

PRI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2021, worth a combined $5.47B — up 0.38% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PRI and 23 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $32.6M.

  • 308 institutional investors held Primerica (PRI) as of Q3 2021, down from 318 in Q2 2021.
  • Funds reported $5.47B of Primerica stock for Q3 2021, up 0.38% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q3 2021 and 27 closed out, a net change of -4 holders.
  • The largest Primerica buyer in Q3 2021 was Fidelity Investments, an estimated $65.1M added.
  • The largest Primerica seller in Q3 2021 was Goldman Sachs, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2021.