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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
AF
326
Allworth Financial
California
$3.44K +$1.48K +9 +82%
BWM
327
BerganKDV Wealth Management
Minnesota
$3.27K +$3.11K +19 New
OIS
328
Okabena Investment Services
Minnesota
$3.1K -$165K -1,009 -98%
CAL
329
Capital Advisors Ltd
Ohio
$3K -$164 -1 -6%
FMP
330
Financial Management Professionals
Texas
$3K
CFB
331
Cullen/Frost Bankers
Texas
$2.93K +$2.79K +17 New
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$2.76K -$656 -4 -20%
SIC
333
SJS Investment Consulting
Ohio
$2.58K +$328 +2 +15%
MRCM
334
M&R Capital Management
New Jersey
$2.41K
AF
335
Advisornet Financial
Minnesota
$2.24K +$328 +2 +18%
IAIM
336
International Assets Investment Management
Florida
$2.24K +$2.13K +13 New
GRP
337
Global Retirement Partners
California
$2.15K +$820 +5 +71%
DI
338
Disciplined Investments
Oklahoma
$1.9K
VCM
339
Versant Capital Management
Arizona
$1.72K
BIA
340
Bell Investment Advisors
California
$1.55K
NSG
341
Nalls Sherbakoff Group
Tennessee
$1.52K +$1.48K +9 New
FHA
342
First Horizon Advisors
Tennessee
$1.21K
BAAM
343
Baker Avenue Asset Management
California
$861 -$6.88K -42 -89%
MCM
344
Manchester Capital Management
Vermont
$517
EWA
345
EverSource Wealth Advisors
Alabama
$517 +$492 +3 New
Commonwealth Equity Services
346
Commonwealth Equity Services
Massachusetts
$393 +$9.67K +59 +3%
TWP
347
TFO Wealth Partners
Ohio
$344 -$164 -1 -33%
FFA
348
Farther Finance Advisors
California
$344
HI
349
Horizon Investments
North Carolina
$344 +$328 +2 New
HNB
350
Huntington National Bank
Ohio
$172

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.