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Primerica

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $2.85M

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

14% more capital invested

Capital invested by funds: $5.73B → $6.52B (+$785M)

12.57% more ownership

Funds ownership: 91.33%103.9% (+13%)

3% more funds holding

Funds holding: 351363 (+12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 135

Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.5M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$39K -$1.47K -8 -4%
PI
302
PineBridge Investments
New York
$38.8K
Nomura Asset Management
303
Nomura Asset Management
Japan
$37.6K
TPCW
304
TD Private Client Wealth
New York
$36.2K
ST
305
Smithfield Trust
Pennsylvania
$35K
WT
306
Whittier Trust
California
$31K
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.1K -$2.2K -12 -8%
HNB
308
Huntington National Bank
Ohio
$26.3K +$24.2K +132 +13,200%
AP
309
Arlington Partners
Alabama
$25.7K
OP
310
ORG Partners
Indiana
$25K +$23.1K +126 New
RCM
311
Raleigh Capital Management
North Carolina
$24.9K +$12.1K +66 +110%
PTC
312
Private Trust Company
Ohio
$21.8K
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$3.86K +21 +24%
WTG
314
West Tower Group
Virginia
$20.8K +$19.3K +105 New
SIS
315
Sound Income Strategies
Florida
$20.7K +$184 +1 +1%
CMBA
316
C.M. Bidwell & Associates
Hawaii
$20.4K
QC
317
Quent Capital
New York
$18.8K -$1.84K -10 -10%
LFG
318
Larson Financial Group
Missouri
$18.6K
WB
319
Webster Bank
Connecticut
$18.2K
BCWM
320
Bartlett & Co Wealth Management
Ohio
$17.4K
BC
321
Bartlett & Co
Ohio
$17K
CWC
322
Carolinas Wealth Consulting
North Carolina
$14.8K
C
323
Covestor
United Kingdom
$11K -$4.59K -25 -30%
WWP
324
WR Wealth Planners
Missouri
$10.5K -$2.75K -15 -22%
LC
325
Lindbrook Capital
California
$10.1K -$184 -1 -2%

PRI Hedge Fund Activity: Q2 2023 in Review

363 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2023, worth a combined $6.52B — up 14% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRI positions and 39 closed out — a net gain of 12 holders — while 105 added to existing stakes and 135 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $835M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.8M.

  • 363 institutional investors held Primerica (PRI) as of Q2 2023, up from 351 in Q1 2023.
  • Funds reported $6.52B of Primerica stock for Q2 2023, up 14% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q2 2023 and 39 closed out, a net change of +12 holders.
  • The largest Primerica buyer in Q2 2023 was EP Wealth Advisors, an estimated $835M added.
  • The largest Primerica seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.