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Primerica

312 hedge funds and large institutions have $4.1B invested in Primerica in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $1.88M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.35% more ownership

Funds ownership: 88.94%89.29% (+0.35%)

7% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 115

3% less funds holding

Funds holding: 323312 (-11)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

14% less capital invested

Capital invested by funds: $4.75B → $4.1B (-$646M)

Holders
312
Holders Change
-11
Holders Change %
-3.41%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
107
Reduced
115
Closed
38
Calls
$9.52M
Puts
$1.88M
Net Calls
+$7.64M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
IFP Advisors
Florida
$11K
WB
277
Webster Bank
Connecticut
$11K
LFG
278
Larson Financial Group
Missouri
$11K +$11.8K +94 New
QCG
279
Quadrant Capital Group
Ohio
$10K +$1.01K +8 +11%
QC
280
Quent Capital
New York
$10K +$5.28K +42 +98%
GWM
281
Geneos Wealth Management
Colorado
$9K
HFM
282
Harvest Fund Management
China
$9K
WTA
283
Washington Trust Advisors
Massachusetts
$9K
ZB
284
Zions Bancorporation
Utah
$8K -$2.89K -23 -26%
CWC
285
Carolinas Wealth Consulting
North Carolina
$8K
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$7K +$2.14K +17 +39%
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$7K +$6.41K +51 +1,020%
HS
288
Horan Securities
United States
$7K +$7.17K +57 New
SA
289
SRH Advisors
Kansas
$5K
ZIG
290
Zullo Investment Group
Pennsylvania
$5K
JWA
291
JFS Wealth Advisors
Pennsylvania
$5K +$2.89K +23 +105%
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$4K -$7.42K -59 -57%
EWA
293
EverSource Wealth Advisors
Alabama
$4K
IFAM
294
Institutional & Family Asset Management
Colorado
$4K
FHA
295
First Horizon Advisors
Tennessee
$4K +$1.13K +9 +41%
FBT
296
First Bank & Trust
South Dakota
$3K
SC
297
Schubert & Co
Texas
$3K +$1.89K +15 +214%
AAP
298
Arax Advisory Partners
Colorado
$3K +$2.14K +17 +155%
HI
299
Harbour Investments
Wisconsin
$3K +$3.02K +24 New
Bank of Montreal
300
Bank of Montreal
Ontario, Canada
$2.42K -$607K -4,824 -19%

PRI Hedge Fund Activity: Q2 2022 in Review

312 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2022, worth a combined $4.1B — down 14% from $4.75B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PRI and 33 opened new positions — a net loss of 5 holders — while 115 trimmed existing stakes and 107 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $30.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.7M.

  • 312 institutional investors held Primerica (PRI) as of Q2 2022, down from 323 in Q1 2022.
  • Funds reported $4.1B of Primerica stock for Q2 2022, down 14% quarter-over-quarter.
  • 33 funds opened new Primerica positions in Q2 2022 and 38 closed out, a net change of -5 holders.
  • The largest Primerica buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $30.4M added.
  • The largest Primerica seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2022.