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Primerica

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.09M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more capital invested

Capital invested by funds: $4.62B → $5.73B (+$1.11B)

10% more funds holding

Funds holding: 320351 (+31)

0.42% more ownership

Funds ownership: 90.91%91.33% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Compass Wealth Management
Connecticut
$61.3K
AssetMark Inc
277
AssetMark Inc
California
$61.1K +$2.29K +14 +4%
QCG
278
Quadrant Capital Group
Ohio
$59.6K +$28.5K +174 +101%
ASN
279
Advisory Services Network
Georgia
$59.3K +$7.05K +43 +14%
CSB
280
City State Bank
Iowa
$59K
HFM
281
Harvest Fund Management
China
$57K +$42K +256 +351%
TSW
282
Thompson Siegel & Walmsley
Virginia
$46K
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$44.9K
PA
284
Parallel Advisors
California
$41.2K +$5.08K +31 +15%
BAM
285
Belpointe Asset Management
Nevada
$40K -$6.39K -39 -14%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$39.3K +$11.1K +68 +43%
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$35K +$5.9K +36 +21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
288
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.6K -$252K -1,539 -88%
SOW
289
State of Wyoming
Wyoming
$33.9K +$32.3K +197 New
PI
290
PineBridge Investments
New York
$33.8K +$32.1K +196 New
Nomura Asset Management
291
Nomura Asset Management
Japan
$32.7K -$14.8K -90 -32%
TPCW
292
TD Private Client Wealth
New York
$31.5K -$27.2K -166 -48%
BTI
293
Blue Trust Inc
Georgia
$31K +$5.9K +36 +20%
Acadian Asset Management
294
Acadian Asset Management
Massachusetts
$30K -$581K -3,542 -95%
ST
295
Smithfield Trust
Pennsylvania
$30K
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4K
WT
297
Whittier Trust
California
$27K
AP
298
Arlington Partners
Alabama
$22.4K +$21.3K +130 New
PTC
299
Private Trust Company
Ohio
$18.9K
SIS
300
Sound Income Strategies
Florida
$18K

PRI Hedge Fund Activity: Q1 2023 in Review

351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2023, worth a combined $5.73B — up 24% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRI positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Lyrical Asset Management, adding an estimated $114M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 351 institutional investors held Primerica (PRI) as of Q1 2023, up from 320 in Q4 2022.
  • Funds reported $5.73B of Primerica stock for Q1 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Primerica positions in Q1 2023 and 31 closed out, a net change of +34 holders.
  • The largest Primerica buyer in Q1 2023 was Lyrical Asset Management, an estimated $114M added.
  • The largest Primerica seller in Q1 2023 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q1 2023.