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Primerica

320 hedge funds and large institutions have $4.62B invested in Primerica in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,168% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $170K

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more capital invested

Capital invested by funds: $4.2B → $4.62B (+$421M)

6% more funds holding

Funds holding: 301320 (+19)

0.31% less ownership

Funds ownership: 91.22%90.91% (-0.31%)

10% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 103

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
93
Reduced
103
Closed
28
Calls
$2.15M
Puts
$170K
Net Calls
+$1.99M
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
301
Financial Management Professionals
Texas
$2K
MCC
302
Money Concepts Capital
Florida
$1.99K +$1.95K +14 New
MRCM
303
M&R Capital Management
New Jersey
$1.99K +$1.95K +14 New
SIC
304
SJS Investment Consulting
Ohio
$1.84K +$418 +3 +30%
ACM
305
AUA Capital Management
Pennsylvania
$1.7K
AF
306
Allworth Financial
California
$1.56K +$139 +1 +10%
DI
307
Disciplined Investments
Oklahoma
$1.56K +$279 +2 +22%
AF
308
Advisornet Financial
Minnesota
$1.56K +$1.53K +11 New
NA
309
NewEdge Advisors
Louisiana
$1.52K +$99.9K +717 New
VCM
310
Versant Capital Management
Arizona
$1.42K
BIA
311
Bell Investment Advisors
California
$1.28K +$557 +4 +80%
SFG
312
Steward Financial Group
Texas
$1K +$1.95K +14 New
FHA
313
First Horizon Advisors
Tennessee
$993
GRP
314
Global Retirement Partners
California
$993
SWA
315
Sutton Wealth Advisors
Florida
$851
MCM
316
Manchester Capital Management
Vermont
$425
FFA
317
Farther Finance Advisors
California
$284 +$279 +2 New
TWP
318
TFO Wealth Partners
Ohio
$220 +$418 +3 New
HNB
319
Huntington National Bank
Ohio
$142
Massachusetts Financial Services
320
Massachusetts Financial Services
Massachusetts
-$16.1M -130,451 Closed
TD Asset Management
321
TD Asset Management
Ontario, Canada
-$9.4M -75,718 Closed
EIP
322
Epoch Investment Partners
New York
-$9.12M -73,892 Closed
RWM
323
Ritholtz Wealth Management
New York
-$4.09M -33,159 Closed
KBC Group
324
KBC Group
Belgium
-$3.41M -27,622 Closed
AIMCA
325
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$3.32M -26,900 Closed

PRI Hedge Fund Activity: Q4 2022 in Review

320 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2022, worth a combined $4.62B — up 10% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 28 closed out — a net gain of 24 holders — while 93 added to existing stakes and 103 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $24.4M. The largest seller was Millennium Management, cutting an estimated $23.9M.

  • 320 institutional investors held Primerica (PRI) as of Q4 2022, up from 301 in Q3 2022.
  • Funds reported $4.62B of Primerica stock for Q4 2022, up 10% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2022 and 28 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2022 was Victory Capital Management, an estimated $24.4M added.
  • The largest Primerica seller in Q4 2022 was Millennium Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2022.