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Primerica

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.09M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more capital invested

Capital invested by funds: $4.62B → $5.73B (+$1.11B)

10% more funds holding

Funds holding: 320351 (+31)

0.42% more ownership

Funds ownership: 90.91%91.33% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
301
Quent Capital
New York
$17.9K
CMBA
302
C.M. Bidwell & Associates
Hawaii
$17.7K
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$17.1K +$5.9K +36 +57%
LFG
304
Larson Financial Group
Missouri
$16.2K
WB
305
Webster Bank
Connecticut
$15.8K
BCWM
306
Bartlett & Co Wealth Management
Ohio
$15.2K
BC
307
Bartlett & Co
Ohio
$15K
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$15K +$7.05K +43 +98%
C
309
Covestor
United Kingdom
$14K -$164 -1 -1%
CWC
310
Carolinas Wealth Consulting
North Carolina
$12.9K
WWP
311
WR Wealth Planners
Missouri
$11.7K +$11.1K +68 New
RCM
312
Raleigh Capital Management
North Carolina
$10.3K +$9.83K +60 New
LC
313
Lindbrook Capital
California
$8.96K +$164 +1 +2%
NECFA
314
New England Capital Financial Advisors
Connecticut
$8.61K
APW
315
Acima Private Wealth
Virginia
$7.23K +$6.88K +42 New
SA
316
SRH Advisors
Kansas
$7K
EI
317
Ellevest Inc
New York
$6.37K +$983 +6 +19%
JWA
318
JFS Wealth Advisors
Pennsylvania
$6.37K +$1.15K +7 +23%
IFAM
319
Institutional & Family Asset Management
Colorado
$6.2K
SFG
320
Steward Financial Group
Texas
$6K +$3.61K +22 +157%
AAP
321
Arax Advisory Partners
Colorado
$5.51K -$164 -1 -3%
SC
322
Schubert & Co
Texas
$5.34K
BWL
323
Bogart Wealth LLC
Virginia
$3.96K +$3.77K +23 New
VFA
324
Values First Advisors
Tennessee
$3.86K +$3.61K +22 New
PFBT
325
Parkside Financial Bank & Trust
Missouri
$3.62K -$3.77K -23 -52%

PRI Hedge Fund Activity: Q1 2023 in Review

351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2023, worth a combined $5.73B — up 24% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRI positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Lyrical Asset Management, adding an estimated $114M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 351 institutional investors held Primerica (PRI) as of Q1 2023, up from 320 in Q4 2022.
  • Funds reported $5.73B of Primerica stock for Q1 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Primerica positions in Q1 2023 and 31 closed out, a net change of +34 holders.
  • The largest Primerica buyer in Q1 2023 was Lyrical Asset Management, an estimated $114M added.
  • The largest Primerica seller in Q1 2023 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q1 2023.