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Primerica

449 hedge funds and large institutions have $8.18B invested in Primerica in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 151 increasing their positions, 144 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 25

10% more funds holding

Funds holding: 408449 (+41)

9% more capital invested

Capital invested by funds: $7.49B → $8.18B (+$691M)

5% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 144

0.82% less ownership

Funds ownership: 92.11%91.28% (-0.82%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

69% less call options, than puts

Call options by funds: $848K | Put options by funds: $2.76M

Holders
449
Holders Change
+41
Holders Change %
+10.05%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
71
Increased
151
Reduced
144
Closed
25
Calls
$848K
Puts
$2.76M
Net Calls
-$1.91M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
276
Bridges Investment Management
Nebraska
$406K
SI
277
Seeds Investor
New York
$398K +$52.5K +208 +16%
GVAG
278
Great Valley Advisor Group
Delaware
$398K +$379K +1,499 New
RJT
279
Raymond James Trust
Florida
$396K -$253 -1 -0.1%
ProShare Advisors
280
ProShare Advisors
Maryland
$391K -$37.1K -147 -9%
RSWM
281
Robertson Stephens Wealth Management
California
$388K +$11.9K +47 +3%
AssetMark Inc
282
AssetMark Inc
California
$387K +$38.9K +154 +12%
Verition Fund Management
283
Verition Fund Management
Connecticut
$382K +$363K +1,439 New
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$375K +$46.2K +183 +15%
SCM
285
Shelton Capital Management
Colorado
$364K
CFO
286
Callan Family Office
Pennsylvania
$356K +$56.6K +224 +20%
MA
287
Mutual Advisors
Nebraska
$351K +$17.4K +69 +6%
SCM
288
Sterling Capital Management
North Carolina
$349K +$333K +1,317 New
SWP
289
Stratos Wealth Partners
Ohio
$347K -$11.6K -46 -3%
P
290
Pitcairn
Pennsylvania
$338K -$108K -427 -25%
FFM
291
Forum Financial Management
Illinois
$337K +$505 +2 +0.2%
WSFS
292
Wilmington Savings Fund Society
Delaware
$336K +$320K +1,268 New
IFS
293
Ifrah Financial Services
Arkansas
$320K -$10.4K -41 -3%
Focus Partners Wealth
294
Focus Partners Wealth
Massachusetts
$316K +$372K +1,472 New
ATC
295
Argent Trust Co
Tennessee
$312K +$22.2K +88 +8%
BRWA
296
B. Riley Wealth Advisors
Florida
$309K -$137K -544 -32%
HSBC Holdings
297
HSBC Holdings
United Kingdom
$304K -$11.1K -44 -4%
LIM
298
Leavell Investment Management
Alabama
$299K
WA
299
Wealth Alliance
New York
$296K +$758 +3 +0.3%
IA
300
IFP Advisors
Florida
$288K +$141K +560 +106%

PRI Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2024, worth a combined $8.18B — up 9.2% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PRI positions and 25 closed out — a net gain of 46 holders — while 151 added to existing stakes and 144 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $14.4M. The largest seller was Brave Warrior Advisors, cutting an estimated $109M.

  • 449 institutional investors held Primerica (PRI) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.18B of Primerica stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 71 funds opened new Primerica positions in Q3 2024 and 25 closed out, a net change of +46 holders.
  • The largest Primerica buyer in Q3 2024 was Citadel Advisors, an estimated $14.4M added.
  • The largest Primerica seller in Q3 2024 was Brave Warrior Advisors, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2024.