We are live on ! Find out more
PRI icon

Primerica

320 hedge funds and large institutions have $4.62B invested in Primerica in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,168% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $170K

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more capital invested

Capital invested by funds: $4.2B → $4.62B (+$421M)

6% more funds holding

Funds holding: 301320 (+19)

0.31% less ownership

Funds ownership: 91.22%90.91% (-0.31%)

10% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 103

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
93
Reduced
103
Closed
28
Calls
$2.15M
Puts
$170K
Net Calls
+$1.99M
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
276
Bartlett & Co Wealth Management
Ohio
$12.5K
C
277
Covestor
United Kingdom
$12K -$12.7K -91 -52%
BC
278
Bartlett & Co
Ohio
$12K
CWC
279
Carolinas Wealth Consulting
North Carolina
$10.6K +$697 +5 +7%
HFM
280
Harvest Fund Management
China
$10K
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$8.94K +$8.78K +63 New
NECFA
282
New England Capital Financial Advisors
Connecticut
$7.61K +$6.96K +50 New
LC
283
Lindbrook Capital
California
$7.23K +$7.11K +51 New
BAAM
284
Baker Avenue Asset Management
California
$6.67K +$6.55K +47 New
PFBT
285
Parkside Financial Bank & Trust
Missouri
$6.24K +$6.13K +44 New
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$6K -$418 -3 -6%
Jones Financial Companies
287
Jones Financial Companies
Missouri
$6K +$5.71K +41 New
ZIG
288
Zullo Investment Group
Pennsylvania
$5.82K
IFAM
289
Institutional & Family Asset Management
Colorado
$5.11K
SA
290
SRH Advisors
Kansas
$5K
MSCM
291
McElhenny Sheffield Capital Management
Texas
$4.96K +$4.88K +35 New
AAP
292
Arax Advisory Partners
Colorado
$4.68K
EI
293
Ellevest Inc
New York
$4.4K
SC
294
Schubert & Co
Texas
$4.4K
JWA
295
JFS Wealth Advisors
Pennsylvania
$4.25K
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$4K
HI
297
Harbour Investments
Wisconsin
$3.4K
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$2.84K
WTC
299
WhitTier Trust Company
Nevada
$2.69K +$2.65K +19 New
CAL
300
Capital Advisors Ltd
Ohio
$2K

PRI Hedge Fund Activity: Q4 2022 in Review

320 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2022, worth a combined $4.62B — up 10% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 28 closed out — a net gain of 24 holders — while 93 added to existing stakes and 103 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $24.4M. The largest seller was Millennium Management, cutting an estimated $23.9M.

  • 320 institutional investors held Primerica (PRI) as of Q4 2022, up from 301 in Q3 2022.
  • Funds reported $4.62B of Primerica stock for Q4 2022, up 10% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2022 and 28 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2022 was Victory Capital Management, an estimated $24.4M added.
  • The largest Primerica seller in Q4 2022 was Millennium Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2022.