Primerica
337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.
150% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 22
16% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 98
9% more funds holding
Funds holding: 308 → 337 (+29)
0.31% less ownership
Funds ownership: 90.25% → 89.94% (-0.31%)
1% less capital invested
Capital invested by funds: $5.47B → $5.44B (-$36.5M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
69% less call options, than puts
Call options by funds: $720K | Put options by funds: $2.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.3M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$8.84M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$6.44M |
| 4 |
ACM
Academy Capital Management
Waco,
Texas
|
+$5.59M |
| 5 |
BlackRock
New York
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cantillon Capital Management
New York
|
-$39.3M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$12M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$9.86M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$8.86M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$8.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNIM
351
Vaughan Nelson Investment Management
Houston,
Texas
| – | -$113K | -733 | Closed |
|
|
HPC
352
HM Payson & Co
Portland,
Maine
| – | -$90K | -587 | Closed |
|
353
Walleye Trading
New York
| – | -$87K | -567 | Closed |
|
|
MAM
354
Meeder Asset Management
Dublin,
Ohio
| – | -$27K | -176 | Closed |
|
|
FAM
355
Fred Alger Management
New York
| – | -$22K | -141 | Closed |
|
|
OSAM
356
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$12K | -80 | Closed |
|
|
BMD
357
Better Money Decisions
Santa Fe,
New Mexico
| – | -$3K | -22 | Closed |
|
|
CTC
358
Central Trust Company
Jefferson City,
Missouri
| – | -$2K | -14 | Closed |
|
PRI Hedge Fund Activity: Q4 2021 in Review
337 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2021, worth a combined $5.44B — down 0.67% from $5.47B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new PRI positions and 22 closed out — a net gain of 33 holders — while 114 added to existing stakes and 98 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Cantillon Capital Management, cutting an estimated $39.3M.
- 337 institutional investors held Primerica (PRI) as of Q4 2021, up from 308 in Q3 2021.
- Funds reported $5.44B of Primerica stock for Q4 2021, down 0.67% quarter-over-quarter.
- 55 funds opened new Primerica positions in Q4 2021 and 22 closed out, a net change of +33 holders.
- The largest Primerica buyer in Q4 2021 was Fidelity Investments, an estimated $48.3M added.
- The largest Primerica seller in Q4 2021 was Cantillon Capital Management, an estimated $39.3M sold.
Based on aggregated 13F filings for Q4 2021.