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Primerica
PRI

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.45B → $5.47B (+$20.8M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.21% less ownership

Funds ownership: 90.45% → 90.25% (-0.21%)

5% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 110

3% less funds holding

Funds holding: 318 → 308 (-10)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

51% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $2.69M

Holders
308
Holders Change
-10
Holders Change %
-3.14%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
27
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.1M
2
SW
SVB Wealth
Massachusetts
+$19.3M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$12.3M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$4.94M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$4.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$32.6M
2
UBS AM
UBS AM
Illinois
-$14.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$11M
5
Brown Advisory
Brown Advisory
Maryland
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
301
Versant Capital Management
Arizona
$2K – – –
EI
302
Ellevest Inc
New York
$2K +$446 +3 +30%
AAP
303
Arax Advisory Partners
Colorado
$2K +$1.04K +7 +88%
BIA
304
Bell Investment Advisors
California
$2K +$1.49K +10 New
EWM
305
Edge Wealth Management
New York
$2K +$2.23K +15 New
MCM
306
Manchester Capital Management
Vermont
$1K +$1.19K +8 New
Nisa Investment Advisors
307
Nisa Investment Advisors
Missouri
$768 – – –
Arrowstreet Capital
308
Arrowstreet Capital
Massachusetts
– -$11.5M -75,324 Closed
Jennison Associates
309
Jennison Associates
New York
– -$4.49M -29,298 Closed
AIM
310
Artemis Investment Management
United Kingdom
– -$3.58M -23,351 Closed
MAP
311
Moody Aldrich Partners
Massachusetts
– -$1.82M -11,883 Closed
WG
312
Winton Group
United Kingdom
– -$1.48M -9,645 Closed
MFS
313
Mirabella Financial Services
United Kingdom
– -$659K -4,300 Closed
Jane Street
314
Jane Street
New York
– -$519K -3,386 Closed
PI
315
PEAK6 Investments
Illinois
– -$412K -2,767 Closed
OTPPB
316
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$288K -1,882 Closed
RIM
317
Redwood Investment Management
Arizona
– -$287K -1,874 Closed
EGM
318
Engineers Gate Manager
New York
– -$232K -1,516 Closed
CCM
319
Coldstream Capital Management
Washington
– -$228K -1,489 Closed
SFO
320
Standard Family Office
South Dakota
– -$226K -1,477 Closed
ECM
321
ExodusPoint Capital Management
New York
– -$218K -1,424 Closed
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
– -$202K -1,316 Closed
AF
323
Advisornet Financial
Minnesota
– -$66K -433 Closed
ASN
324
Advisory Services Network
Georgia
– -$35K -229 Closed
SWG
325
Summit Wealth Group
Vermont
– -$29K -190 Closed
10 11 12
13
14

PRI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2021, worth a combined $5.47B — up 0.38% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PRI and 23 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $32.6M.

  • 308 institutional investors held Primerica (PRI) as of Q3 2021, down from 318 in Q2 2021.
  • Funds reported $5.47B of Primerica stock for Q3 2021, up 0.38% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q3 2021 and 27 closed out, a net change of -4 holders.
  • The largest Primerica buyer in Q3 2021 was Fidelity Investments, an estimated $65.1M added.
  • The largest Primerica seller in Q3 2021 was Goldman Sachs, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2021.