Primerica
308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 27 closing their positions.
0% more capital invested
Capital invested by funds: $5.45B → $5.47B (+$20.8M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.21% less ownership
Funds ownership: 90.45% → 90.25% (-0.21%)
5% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 110
3% less funds holding
Funds holding: 318 → 308 (-10)
15% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 27
51% less call options, than puts
Call options by funds: $1.32M | Put options by funds: $2.69M
Top Buyers
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$32.6M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$14.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.5M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$11M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$7.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
AssetMark Inc
Concord,
California
| – | -$28K | -180 | Closed |
|
|
CT
327
Caldwell Trust
Venice,
Florida
| – | -$17.5K | -114 | Closed |
|
|
AWA
328
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$14K | -92 | Closed |
|
|
SL
329
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$10K | -67 | Closed |
|
|
CA
330
Crewe Advisors
Salt Lake City,
Utah
| – | -$7K | -43 | Closed |
|
|
CFGS
331
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$2.23K | -15 | Closed |
|
|
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$2K | -13 | Closed |
|
|
MPWT
333
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2K | -11 | Closed |
|
|
WPA
334
West Paces Advisors
Atlanta,
Georgia
| – | -$1.23K | -8 | Closed |
|
PRI Hedge Fund Activity: Q3 2021 in Review
308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2021, worth a combined $5.47B — up 0.38% from $5.45B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of PRI and 23 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 104 added.
The largest buyer was Fidelity Investments, adding an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $32.6M.
- 308 institutional investors held Primerica (PRI) as of Q3 2021, down from 318 in Q2 2021.
- Funds reported $5.47B of Primerica stock for Q3 2021, up 0.38% quarter-over-quarter.
- 23 funds opened new Primerica positions in Q3 2021 and 27 closed out, a net change of -4 holders.
- The largest Primerica buyer in Q3 2021 was Fidelity Investments, an estimated $65.1M added.
- The largest Primerica seller in Q3 2021 was Goldman Sachs, an estimated $32.6M sold.
Based on aggregated 13F filings for Q3 2021.