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Primerica

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

9% more funds holding

Funds holding: 308337 (+29)

0.31% less ownership

Funds ownership: 90.25%89.94% (-0.31%)

1% less capital invested

Capital invested by funds: $5.47B → $5.44B (-$36.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

69% less call options, than puts

Call options by funds: $720K | Put options by funds: $2.35M

Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
301
Harvest Fund Management
China
$11K -$40.8K -257 -78%
CWC
302
Carolinas Wealth Consulting
North Carolina
$11K
QCG
303
Quadrant Capital Group
Ohio
$11K
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$11K +$2.06K +13 +21%
GAM
305
Gemmer Asset Management
California
$9K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
306
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K
Jones Financial Companies
307
Jones Financial Companies
Missouri
$9K
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.05K -$317 -2 -4%
Manulife (Manufacturers Life Insurance)
309
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.84K -$136K -856 -2%
IFAM
310
Institutional & Family Asset Management
Colorado
$6K
SA
311
SRH Advisors
Kansas
$6K
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.34K +40 New
ZIG
313
Zullo Investment Group
Pennsylvania
$6K +$6.5K +41 New
FPS
314
Fieldpoint Private Securities
Connecticut
$5K
NFG
315
Next Financial Group
Texas
$5K
ACM
316
AUA Capital Management
Pennsylvania
$4K -$159 -1 -4%
HI
317
Harbour Investments
Wisconsin
$4K
QC
318
Quent Capital
New York
$4K +$4.12K +26 New
FMP
319
Financial Management Professionals
Texas
$3K
FBT
320
First Bank & Trust
South Dakota
$3K
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$2K -$7.61K -48 -73%
AAP
322
Arax Advisory Partners
Colorado
$2K
EWM
323
Edge Wealth Management
New York
$2K
IA
324
IFP Advisors
Florida
$2K
LC
325
Lindbrook Capital
California
$2K

PRI Hedge Fund Activity: Q4 2021 in Review

337 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2021, worth a combined $5.44B — down 0.67% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PRI positions and 22 closed out — a net gain of 33 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Cantillon Capital Management, cutting an estimated $39.3M.

  • 337 institutional investors held Primerica (PRI) as of Q4 2021, up from 308 in Q3 2021.
  • Funds reported $5.44B of Primerica stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 55 funds opened new Primerica positions in Q4 2021 and 22 closed out, a net change of +33 holders.
  • The largest Primerica buyer in Q4 2021 was Fidelity Investments, an estimated $48.3M added.
  • The largest Primerica seller in Q4 2021 was Cantillon Capital Management, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2021.