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Primerica

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

9% more funds holding

Funds holding: 308337 (+29)

0.31% less ownership

Funds ownership: 90.25%89.94% (-0.31%)

1% less capital invested

Capital invested by funds: $5.47B → $5.44B (-$36.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

69% less call options, than puts

Call options by funds: $720K | Put options by funds: $2.35M

Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
276
Kings Point Capital Management
New York
$50K
ACM
277
Aquatic Capital Management
Illinois
$46K +$47.6K +300 New
FAG
278
Fortitude Advisory Group
Washington
$45K +$46.8K +295 New
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$43K +$44.7K +282 New
AssetMark Inc
280
AssetMark Inc
California
$41K +$42.5K +268 New
PA
281
Parallel Advisors
California
$36K +$634 +4 +2%
S
282
SignatureFD
Georgia
$35K +$2.22K +14 +7%
HNB
283
Huntington National Bank
Ohio
$31K +$9.99K +63 +46%
ST
284
Smithfield Trust
Pennsylvania
$27K
SWM
285
Spire Wealth Management
Virginia
$26K
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$24K -$123K -774 -83%
Lazard Asset Management
287
Lazard Asset Management
New York
$24K
C
288
Covestor
United Kingdom
$23K +$23.2K +146 New
SCA
289
Snowden Capital Advisors
New York
$23K +$24.6K +155 New
TPCW
290
TD Private Client Wealth
New York
$20.7K -$634 -4 -3%
ZB
291
Zions Bancorporation
Utah
$19K
CMBA
292
C.M. Bidwell & Associates
Hawaii
$16K
US Bancorp
293
US Bancorp
Minnesota
$15K -$4.76K -30 -23%
CFN
294
Cordasco Financial Network
Florida
$15K
VCM
295
Vigilant Capital Management
Maine
$15K
FHA
296
First Horizon Advisors
Tennessee
$15K +$634 +4 +4%
WB
297
Webster Bank
Connecticut
$14K +$14.6K +92 New
GWM
298
Geneos Wealth Management
Colorado
$12K
WTA
299
Washington Trust Advisors
Massachusetts
$12K +$12.2K +77 New
CWS
300
Confluence Wealth Services
Pennsylvania
$12K +$12.7K +80 New

PRI Hedge Fund Activity: Q4 2021 in Review

337 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2021, worth a combined $5.44B — down 0.67% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PRI positions and 22 closed out — a net gain of 33 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Cantillon Capital Management, cutting an estimated $39.3M.

  • 337 institutional investors held Primerica (PRI) as of Q4 2021, up from 308 in Q3 2021.
  • Funds reported $5.44B of Primerica stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 55 funds opened new Primerica positions in Q4 2021 and 22 closed out, a net change of +33 holders.
  • The largest Primerica buyer in Q4 2021 was Fidelity Investments, an estimated $48.3M added.
  • The largest Primerica seller in Q4 2021 was Cantillon Capital Management, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2021.