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Primerica
PRI

310 hedge funds and large institutions have $4.84B invested in Primerica in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $992K

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

5% more funds holding

Funds holding: 296 → 310 (+14)

2% more capital invested

Capital invested by funds: $4.74B → $4.84B (+$107M)

0.51% more ownership

Funds ownership: 88.9% → 89.41% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

26% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 119

Holders
310
Holders Change
+14
Holders Change %
+4.73%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
48
Increased
88
Reduced
119
Closed
24
Calls
$6.93M
Puts
$992K
Net Calls
+$5.94M
Net Calls Change
+$3.64M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.7M
2
Fidelity International
Fidelity International
Bermuda
+$13M
3
UBS AM
UBS AM
Illinois
+$11M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$9.65M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.06M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$26.9M
2
BWA
Brave Warrior Advisors
New York
-$21.2M
3
BAMCO Inc
BAMCO Inc
New York
-$14.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$9.61M
5
State Street
State Street
Massachusetts
-$9.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$4K +$3.75K +29 New
TI
302
tru Independence
Oregon
$4K +$5.55K +43 New
FBT
303
First Bank & Trust
South Dakota
$3K – – –
QCG
304
Quadrant Capital Group
Ohio
$3K – – –
MAM
305
Meeder Asset Management
Ohio
$2K +$1.81K +14 New
OPS
306
Orion Portfolio Solutions
Nebraska
$2K +$1.94K +15 New
Bessemer Group
307
Bessemer Group
New Jersey
$1K -$16.7K -129 -97%
SFS
308
Sowell Financial Services
Arkansas
$1K -$1.03K -8 -50%
VCM
309
Versant Capital Management
Arizona
$1K – – –
Jacobs Levy Equity Management
310
Jacobs Levy Equity Management
New Jersey
– -$7M -55,025 Closed
Renaissance Technologies
311
Renaissance Technologies
New York
– -$2.11M -16,600 Closed
BIM
312
Bridges Investment Management
Nebraska
– -$1.69M -13,310 Closed
OTPPB
313
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.34M -10,550 Closed
CEP
314
Chicago Equity Partners
Illinois
– -$1.27M -9,960 Closed
WI
315
WBI Investments
New Jersey
– -$1.14M -8,921 Closed
Two Sigma Investments
316
Two Sigma Investments
New York
– -$942K -7,400 Closed
VAS
317
Vestmark Advisory Solutions
Massachusetts
– -$893K -7,021 Closed
LP
318
LMR Partners
United Kingdom
– -$672K -5,280 Closed
BRWA
319
B. Riley Wealth Advisors
Florida
– -$512K -4,021 Closed
Holocene Advisors
320
Holocene Advisors
New York
– -$427K -3,358 Closed
William Blair & Company
321
William Blair & Company
Illinois
– -$376K -2,956 Closed
PP
322
Prudential plc
United Kingdom
– -$329K -2,589 Closed
QT
323
Quantamental Technologies
New York
– -$320K -2,517 Closed
SEC
324
Seven Eight Capital
New York
– -$267K -2,100 Closed
NFC
325
Northeast Financial Consultants
Connecticut
– -$259K -2,033 Closed
10 11 12
13
14

PRI Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2019, worth a combined $4.84B — up 2.3% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PRI positions and 24 closed out — a net gain of 24 holders — while 88 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Ameriprise, cutting an estimated $26.9M.

  • 310 institutional investors held Primerica (PRI) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $4.84B of Primerica stock for Q4 2019, up 2.3% quarter-over-quarter.
  • 48 funds opened new Primerica positions in Q4 2019 and 24 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2019 was Fidelity Investments, an estimated $18.7M added.
  • The largest Primerica seller in Q4 2019 was Ameriprise, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2019.