We are live on ! Find out more
PRI icon

Primerica

488 hedge funds and large institutions have $8.26B invested in Primerica in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 169 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 30

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

52% more call options, than puts

Call options by funds: $868K | Put options by funds: $570K

11% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 152

9% more funds holding

Funds holding: 449488 (+39)

1% more capital invested

Capital invested by funds: $8.18B → $8.26B (+$81.8M)

0.05% less ownership

Funds ownership: 91.28%91.23% (-0.05%)

Holders
488
Holders Change
+39
Holders Change %
+8.69%
% of All Funds
6.43%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
75
Increased
169
Reduced
152
Closed
30
Calls
$868K
Puts
$570K
Net Calls
+$298K
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
276
Cynosure Group
Utah
$611K -$219K -772 -26%
KPWS
277
Kestra Private Wealth Services
Texas
$600K -$65.2K -230 -9%
BCM
278
Becker Capital Management
Oregon
$588K
BCM
279
BTC Capital Management
Iowa
$588K +$1.13K +4 +0.2%
HWM
280
HB Wealth Management
Georgia
$556K +$99.2K +350 +21%
EC
281
EntryPoint Capital
New York
$556K +$581K +2,049 New
SPIA
282
Steward Partners Investment Advisory
New York
$556K +$76K +268 +15%
IB
283
Intrust Bank
Kansas
$555K -$7.94K -28 -1%
SCM
284
Sterling Capital Management
North Carolina
$543K +$194K +685 +52%
SA
285
Sylvest Advisors
Texas
$543K +$567K +2,000 New
FCM
286
FJ Capital Management
Virginia
$538K +$562K +1,981 New
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$528K -$162K -571 -23%
DekaBank Deutsche Girozentrale
288
DekaBank Deutsche Girozentrale
Germany
$525K
TPI
289
Trust Point Inc
Wisconsin
$522K +$109K +386 +25%
BPC
290
Bryce Point Capital
New York
$518K +$541K +1,910 New
Cetera Investment Advisers
291
Cetera Investment Advisers
Illinois
$497K +$76K +268 +17%
URS
292
Utah Retirement Systems
Utah
$489K -$28.4K -100 -5%
MSRPS
293
Maryland State Retirement & Pension System
Maryland
$488K -$49.9K -176 -9%
BFM
294
Boothbay Fund Management
New York
$488K +$258K +909 +102%
ATC
295
Argent Trust Co
Tennessee
$487K +$176K +620 +53%
IWC
296
Integrated Wealth Concepts
Massachusetts
$482K +$36K +127 +8%
PTC
297
Petrus Trust Company
Texas
$481K -$942K -3,321 -65%
FFA
298
Farther Finance Advisors
California
$480K +$388K +1,368 +341%
STA
299
Summit Trail Advisors
New York
$479K +$52.4K +185 +12%
AA
300
Advisory Alpha
Michigan
$476K -$3.97K -14 -0.8%

PRI Hedge Fund Activity: Q4 2024 in Review

488 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2024, worth a combined $8.26B — up 1% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PRI positions and 30 closed out — a net gain of 45 holders — while 169 added to existing stakes and 152 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.7M. The largest seller was Brave Warrior Advisors, cutting an estimated $172M.

  • 488 institutional investors held Primerica (PRI) as of Q4 2024, up from 449 in Q3 2024.
  • Funds reported $8.26B of Primerica stock for Q4 2024, up 1% quarter-over-quarter.
  • 75 funds opened new Primerica positions in Q4 2024 and 30 closed out, a net change of +45 holders.
  • The largest Primerica buyer in Q4 2024 was AQR Capital Management, an estimated $23.7M added.
  • The largest Primerica seller in Q4 2024 was Brave Warrior Advisors, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2024.