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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
Fidelity International
351
Fidelity International
Bermuda
-$28.3M -199,546 Closed
Tudor Investment Corp
352
Tudor Investment Corp
Connecticut
-$7.36M -51,928 Closed
AIC
353
Aurora Investment Counsel
Georgia
-$1.26M -8,865 Closed
E
354
Ergoteles
New York
-$1.24M -8,749 Closed
Pacer Advisors
355
Pacer Advisors
Pennsylvania
-$1M -7,059 Closed
HF
356
HRT Financial
New York
-$952K -6,713 Closed
IP
357
Interval Partners
New York
-$800K -5,640 Closed
First Trust Advisors
358
First Trust Advisors
Illinois
-$763K -5,380 Closed
PCM
359
Prana Capital Management
Connecticut
-$660K -4,654 Closed
TI
360
Trexquant Investment
Connecticut
-$592K -4,176 Closed
Mackenzie Financial
361
Mackenzie Financial
Ontario, Canada
-$565K -3,983 Closed
FTA
362
Financial & Tax Architects
Missouri
-$300K -1,969 Closed
Holocene Advisors
363
Holocene Advisors
New York
-$263K -1,856 Closed
KAS
364
Kestra Advisory Services
Texas
-$221K -1,555 Closed
XSC
365
X-Square Capital
Puerto Rico
-$206K -1,451 Closed
HSA
366
HBK Sorce Advisory
Pennsylvania
-$205K -1,446 Closed
DFCM
367
Dark Forest Capital Management
Puerto Rico
-$122K -862 Closed
USCWA
368
U.S. Capital Wealth Advisors
Texas
-$28.4K -200 Closed
SWM
369
Spire Wealth Management
Virginia
-$24K -169 Closed
GTCM
370
Gyon Technologies Capital Management
New Jersey
-$20.7K -146 Closed
IA
371
IFP Advisors
Florida
-$17K -104 Closed
Jones Financial Companies
372
Jones Financial Companies
Missouri
-$6K -41 Closed
ZIG
373
Zullo Investment Group
Pennsylvania
-$5.82K -41 Closed
MSCM
374
McElhenny Sheffield Capital Management
Texas
-$4.96K -35 Closed
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
-$4K -34 Closed

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.