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Primerica

408 hedge funds and large institutions have $7.49B invested in Primerica in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 141 increasing their positions, 145 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

2% more funds holding

Funds holding: 400408 (+8)

1.71% more ownership

Funds ownership: 90.4%92.11% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 145

6% less capital invested

Capital invested by funds: $7.97B → $7.49B (-$475M)

69% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $6.81M

Holders
408
Holders Change
+8
Holders Change %
+2%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
57
Increased
141
Reduced
145
Closed
44
Calls
$2.08M
Puts
$6.81M
Net Calls
-$4.73M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$20.8K
LFA
352
LGT Financial Advisors
Texas
$20.8K
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$19.4K -$2.27K -10 -11%
CIM
354
Contravisory Investment Management
Massachusetts
$19.2K -$8.62K -38 -32%
C
355
Covestor
United Kingdom
$19K -$227 -1 -1%
UB
356
UMB Bank
Missouri
$18.5K -$179K -791 -91%
LC
357
Lindbrook Capital
California
$17.3K -$6.12K -27 -27%
PFBT
358
Parkside Financial Bank & Trust
Missouri
$17K +$6.35K +28 +64%
Mitsubishi UFJ Asset Management
359
Mitsubishi UFJ Asset Management
Japan
$16.6K
OWA
360
Opal Wealth Advisors
New York
$16.1K +$15.4K +68 New
ATPW
361
Ashton Thomas Private Wealth
Arizona
$15.9K +$15.2K +67 New
PG
362
Proffitt & Goodson
Tennessee
$13.2K +$12.7K +56 New
GRP
363
Global Retirement Partners
California
$13K -$227 -1 -2%
WWP
364
WR Wealth Planners
Missouri
$12.8K +$1.13K +5 +10%
AIM
365
Anchor Investment Management
South Carolina
$11.8K
NECFA
366
New England Capital Financial Advisors
Connecticut
$11.8K
PC
367
Promethos Capital
Massachusetts
$11.8K
QL
368
Quarry LP
New York
$11.4K +$6.8K +30 +167%
DF
369
Dunhill Financial
United Kingdom
$10.4K +$9.98K +44 New
VCM
370
Versant Capital Management
Arizona
$10.2K +$7.48K +33 +330%
SA
371
SRH Advisors
Kansas
$8.99K
SAM
372
Smartleaf Asset Management
Massachusetts
$8.98K +$4.31K +19 +100%
IFAM
373
Institutional & Family Asset Management
Colorado
$8.52K
JWA
374
JFS Wealth Advisors
Pennsylvania
$8.52K
PS
375
Principal Securities
Iowa
$8.52K +$680 +3 +9%

PRI Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2024, worth a combined $7.49B — down 6% from $7.97B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PRI positions and 44 closed out — a net gain of 13 holders — while 141 added to existing stakes and 145 trimmed.

The largest buyer was Millennium Management, adding an estimated $154M. The largest seller was BlackRock, cutting an estimated $33.1M.

  • 408 institutional investors held Primerica (PRI) as of Q2 2024, up from 400 in Q1 2024.
  • Funds reported $7.49B of Primerica stock for Q2 2024, down 6% quarter-over-quarter.
  • 57 funds opened new Primerica positions in Q2 2024 and 44 closed out, a net change of +13 holders.
  • The largest Primerica buyer in Q2 2024 was Millennium Management, an estimated $154M added.
  • The largest Primerica seller in Q2 2024 was BlackRock, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2024.