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Primerica

312 hedge funds and large institutions have $4.1B invested in Primerica in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $1.88M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.35% more ownership

Funds ownership: 88.94%89.29% (+0.35%)

7% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 115

3% less funds holding

Funds holding: 323312 (-11)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

14% less capital invested

Capital invested by funds: $4.75B → $4.1B (-$646M)

Holders
312
Holders Change
-11
Holders Change %
-3.41%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
107
Reduced
115
Closed
38
Calls
$9.52M
Puts
$1.88M
Net Calls
+$7.64M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$2K -$1.76K -14 -47%
ACM
302
AUA Capital Management
Pennsylvania
$2K -$880 -7 -28%
FMP
303
Financial Management Professionals
Texas
$2K
SFO
304
Standard Family Office
South Dakota
$2K +$1.64K +13 New
CWP
305
Concord Wealth Partners
Virginia
$1K
DI
306
Disciplined Investments
Oklahoma
$1K
VCM
307
Versant Capital Management
Arizona
$1K
EI
308
Ellevest Inc
New York
$1K +$629 +5 +83%
BIA
309
Bell Investment Advisors
California
$1K +$1.13K +9 New
SWA
310
Sutton Wealth Advisors
Florida
$718 +$755 +6 New
AAM
311
AMI Asset Management
California
-$6.3M -46,070 Closed
BC
312
Brookfield Corp
Ontario, Canada
-$5.62M -41,087 Closed
GIP
313
Granite Investment Partners
California
-$4.88M -35,647 Closed
WAM
314
Weiss Asset Management
Massachusetts
-$2.75M -20,099 Closed
PFC
315
Phocas Financial Corp
California
-$2.75M -20,075 Closed
ACM
316
Argent Capital Management
Missouri
-$2.55M -18,655 Closed
NA
317
NewEdge Advisors
Louisiana
-$2.1M -15,332 Closed
Jacobs Levy Equity Management
318
Jacobs Levy Equity Management
New Jersey
-$1.42M -10,406 Closed
HW
319
Hancock Whitney
Mississippi
-$1.27M -9,272 Closed
PFM
320
Premier Fund Managers
United Kingdom
-$1.15M -8,390 Closed
EGM
321
Engineers Gate Manager
New York
-$1.14M -8,304 Closed
Connor, Clark & Lunn Investment Management (CC&L)
322
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.01M -7,417 Closed
ERSOT
323
Employees Retirement System of Texas
Texas
-$1.01M -7,400 Closed
BAM
324
Blueshift Asset Management
New Jersey
-$873K -6,380 Closed
Point72 Asset Management
325
Point72 Asset Management
Connecticut
-$794K -5,800 Closed

PRI Hedge Fund Activity: Q2 2022 in Review

312 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2022, worth a combined $4.1B — down 14% from $4.75B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PRI and 33 opened new positions — a net loss of 5 holders — while 115 trimmed existing stakes and 107 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $30.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.7M.

  • 312 institutional investors held Primerica (PRI) as of Q2 2022, down from 323 in Q1 2022.
  • Funds reported $4.1B of Primerica stock for Q2 2022, down 14% quarter-over-quarter.
  • 33 funds opened new Primerica positions in Q2 2022 and 38 closed out, a net change of -5 holders.
  • The largest Primerica buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $30.4M added.
  • The largest Primerica seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2022.