Primerica
363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.
228% more call options, than puts
Call options by funds: $9.35M | Put options by funds: $2.85M
31% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 39
14% more capital invested
Capital invested by funds: $5.73B → $6.52B (+$785M)
12.57% more ownership
Funds ownership: 91.33% → 103.9% (+13%)
3% more funds holding
Funds holding: 351 → 363 (+12)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
22% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 135
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$835M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$14M |
| 3 |
Royal London Asset Management
United Kingdom
|
+$10.4M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$7.14M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$6.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$20.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$13.9M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$11.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$11.7M |
PRI Hedge Fund Activity: Q2 2023 in Review
363 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2023, worth a combined $6.52B — up 14% from $5.73B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new PRI positions and 39 closed out — a net gain of 12 holders — while 105 added to existing stakes and 135 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $835M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.8M.
- 363 institutional investors held Primerica (PRI) as of Q2 2023, up from 351 in Q1 2023.
- Funds reported $6.52B of Primerica stock for Q2 2023, up 14% quarter-over-quarter.
- 51 funds opened new Primerica positions in Q2 2023 and 39 closed out, a net change of +12 holders.
- The largest Primerica buyer in Q2 2023 was EP Wealth Advisors, an estimated $835M added.
- The largest Primerica seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $20.8M sold.
Based on aggregated 13F filings for Q2 2023.