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Primerica

449 hedge funds and large institutions have $8.18B invested in Primerica in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 151 increasing their positions, 144 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 25

10% more funds holding

Funds holding: 408449 (+41)

9% more capital invested

Capital invested by funds: $7.49B → $8.18B (+$691M)

5% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 144

0.82% less ownership

Funds ownership: 92.11%91.28% (-0.82%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

69% less call options, than puts

Call options by funds: $848K | Put options by funds: $2.76M

Holders
449
Holders Change
+41
Holders Change %
+10.05%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
71
Increased
151
Reduced
144
Closed
25
Calls
$848K
Puts
$2.76M
Net Calls
-$1.91M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
326
Kestra Advisory Services
Texas
$223K -$30.6K -121 -13%
AWM
327
Axxcess Wealth Management
California
$221K +$211K +834 New
MYAM
328
Meiji Yasuda Asset Management
Japan
$221K -$8.84K -35 -4%
EFS
329
Essex Financial Services
Connecticut
$218K -$84.4K -334 -30%
BP
330
Ballentine Partners
Massachusetts
$215K +$205K +811 New
AWS
331
Atria Wealth Solutions
New York
$215K +$205K +810 New
HPC
332
HM Payson & Co
Maine
$213K +$3.03K +12 +2%
CFM
333
Catalyst Funds Management
Australia
$212K +$202K +800 New
IPW
334
Impact Partnership Wealth
Georgia
$211K +$201K +797 New
AFCM
335
Applied Finance Capital Management
Puerto Rico
$211K +$201K +797 New
CWM
336
Congress Wealth Management
Massachusetts
$209K +$199K +787 New
FCP
337
Fidelis Capital Partners
Florida
$208K +$189K +749 New
SW
338
SlateStone Wealth
Florida
$207K +$197K +779 New
Rafferty Asset Management
339
Rafferty Asset Management
New York
$207K -$17.9K -71 -8%
FSC
340
Full Sail Capital
Oklahoma
$205K +$195K +774 New
FTWA
341
Fifth Third Wealth Advisors
Ohio
$204K -$91.2K -361 -32%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$195K -$333K -1,319 -64%
UCB
343
United Community Bank
South Carolina
$191K -$13.9K -55 -7%
US Bancorp
344
US Bancorp
Minnesota
$182K -$926K -3,668 -84%
CI Investments Inc
345
CI Investments Inc
Ontario, Canada
$178K +$17.4K +69 +11%
ACA
346
Atlas Capital Advisors
Wyoming
$175K +$47K +186 +39%
AAM
347
Advisors Asset Management
Colorado
$170K +$106K +419 +187%
TWC
348
TD Waterhouse Canada
Ontario, Canada
$168K -$54.3K -215 -26%
HNB
349
Huntington National Bank
Ohio
$167K +$3.28K +13 +2%
SOW
350
State of Wyoming
Wyoming
$160K +$153K +605 New

PRI Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2024, worth a combined $8.18B — up 9.2% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PRI positions and 25 closed out — a net gain of 46 holders — while 151 added to existing stakes and 144 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $14.4M. The largest seller was Brave Warrior Advisors, cutting an estimated $109M.

  • 449 institutional investors held Primerica (PRI) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.18B of Primerica stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 71 funds opened new Primerica positions in Q3 2024 and 25 closed out, a net change of +46 holders.
  • The largest Primerica buyer in Q3 2024 was Citadel Advisors, an estimated $14.4M added.
  • The largest Primerica seller in Q3 2024 was Brave Warrior Advisors, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2024.