Primerica
278 hedge funds and large institutions have $3.24B invested in Primerica in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 58 closing their positions.
285% more call options, than puts
Call options by funds: $5.33M | Put options by funds: $1.38M
0.21% less ownership
Funds ownership: 89.41% → 89.2% (-0.21%)
3% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 103
10% less funds holding
Funds holding: 310 → 278 (-32)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
33% less capital invested
Capital invested by funds: $4.84B → $3.24B (-$1.6B)
50% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
+$86.1M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$16.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$15M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$13.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$35.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$35.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$27.3M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$20M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCG
326
Opus Capital Group
Cincinnati,
Ohio
| – | -$208K | -1,591 | Closed |
|
327
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$203K | -1,558 | Closed |
|
|
IUHSA
328
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$79K | -602 | Closed |
|
|
CHAM
329
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$46.3K | -355 | Closed |
|
|
RIA
330
Realta Investment Advisors
Wilmington,
Delaware
| – | -$20K | -150 | Closed |
|
331
Twin Tree Management
Dallas,
Texas
| – | -$12K | -94 | Closed |
|
|
BFEC
332
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$4K | -33 | Closed |
|
|
BWA
333
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$4K | -32 | Closed |
|
|
SFS
334
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1K | -8 | Closed |
|
335
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -4 | Closed |
|
PRI Hedge Fund Activity: Q1 2020 in Review
278 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2020, worth a combined $3.24B — down 33% from $4.84B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of PRI and 29 opened new positions — a net loss of 29 holders — while 103 trimmed existing stakes and 100 added.
The largest buyer was Brave Warrior Advisors, adding an estimated $86.1M. The largest seller was AGF Investments Inc, cutting an estimated $35.8M.
- 278 institutional investors held Primerica (PRI) as of Q1 2020, down from 310 in Q4 2019.
- Funds reported $3.24B of Primerica stock for Q1 2020, down 33% quarter-over-quarter.
- 29 funds opened new Primerica positions in Q1 2020 and 58 closed out, a net change of -29 holders.
- The largest Primerica buyer in Q1 2020 was Brave Warrior Advisors, an estimated $86.1M added.
- The largest Primerica seller in Q1 2020 was AGF Investments Inc, an estimated $35.8M sold.
Based on aggregated 13F filings for Q1 2020.