Primerica
PRI
367 hedge funds and large institutions have $6.29B invested in Primerica in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 141 reducing their positions, and 33 closing their positions.
56% more call options, than puts
Call options by funds: $5.39M | Put options by funds: $3.45M
27% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 33
1% more funds holding
Funds holding: 363 → 367 (+4)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
3% less capital invested
Capital invested by funds: $6.52B → $6.29B (-$224M)
13.29% less ownership
Funds ownership: 103.9% → 90.6% (-13%)
23% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$48.3M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$11.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$8.8M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$8.17M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$6.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$931M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$50.7M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$19M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$18.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.9M |
PRI Hedge Fund Activity: Q3 2023 in Review
367 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2023, worth a combined $6.29B — down 3.4% from $6.52B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PRI positions and 33 closed out — a net gain of 9 holders — while 109 added to existing stakes and 141 trimmed.
The largest buyer was Invesco, adding an estimated $48.3M. The largest seller was EP Wealth Advisors, cutting an estimated $931M.
- 367 institutional investors held Primerica (PRI) as of Q3 2023, up from 363 in Q2 2023.
- Funds reported $6.29B of Primerica stock for Q3 2023, down 3.4% quarter-over-quarter.
- 42 funds opened new Primerica positions in Q3 2023 and 33 closed out, a net change of +9 holders.
- The largest Primerica buyer in Q3 2023 was Invesco, an estimated $48.3M added.
- The largest Primerica seller in Q3 2023 was EP Wealth Advisors, an estimated $931M sold.
Based on aggregated 13F filings for Q3 2023.