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Primerica

488 hedge funds and large institutions have $8.26B invested in Primerica in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 169 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 30

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

52% more call options, than puts

Call options by funds: $868K | Put options by funds: $570K

11% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 152

9% more funds holding

Funds holding: 449488 (+39)

1% more capital invested

Capital invested by funds: $8.18B → $8.26B (+$81.8M)

0.05% less ownership

Funds ownership: 91.28%91.23% (-0.05%)

Holders
488
Holders Change
+39
Holders Change %
+8.69%
% of All Funds
6.43%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
75
Increased
169
Reduced
152
Closed
30
Calls
$868K
Puts
$570K
Net Calls
+$298K
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
351
Blue Square Asset Management
New York
$248K
BP
352
Ballentine Partners
Massachusetts
$244K +$24.9K +88 +11%
CAM
353
Cresset Asset Management
Illinois
$244K -$374K -1,319 -59%
AB
354
ANB Bank
Colorado
$242K +$253K +893 New
MML Investors Services
355
MML Investors Services
Massachusetts
$237K -$1.99K -7 -0.8%
1832 Asset Management
356
1832 Asset Management
Ontario, Canada
$235K
HAS
357
HBW Advisory Services
California
$235K
BRWA
358
B. Riley Wealth Advisors
Florida
$233K -$87K -307 -26%
AWM
359
Axxcess Wealth Management
California
$229K +$2.83K +10 +1%
ECM
360
Everence Capital Management
Indiana
$228K +$238K +840 New
IA
361
IFC Advisors
California
$227K +$237K +837 New
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$226K +$22.1K +78 +11%
SWM
363
Sugarloaf Wealth Management
Georgia
$226K -$8.79K -31 -4%
PA
364
Profund Advisors
Maryland
$224K -$42.2K -149 -15%
MYAM
365
Meiji Yasuda Asset Management
Japan
$221K -$5.1K -18 -2%
HPC
366
HM Payson & Co
Maine
$218K
FCP
367
Fidelis Capital Partners
Florida
$217K
CCIA
368
Campbell & Co Investment Adviser
Maryland
$217K +$227K +801 New
AFCM
369
Applied Finance Capital Management
Puerto Rico
$216K
FSC
370
Full Sail Capital
Oklahoma
$216K +$6.24K +22 +3%
GCM
371
Gator Capital Management
Florida
$214K +$224K +790 New
SW
372
SlateStone Wealth
Florida
$212K +$284 +1 +0.1%
CWM
373
Congress Wealth Management
Massachusetts
$211K -$2.83K -10 -1%
FTWA
374
Fifth Third Wealth Advisors
Ohio
$209K
FFWA
375
Forthright Family Wealth Advisory
Texas
$207K

PRI Hedge Fund Activity: Q4 2024 in Review

488 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2024, worth a combined $8.26B — up 1% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PRI positions and 30 closed out — a net gain of 45 holders — while 169 added to existing stakes and 152 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.7M. The largest seller was Brave Warrior Advisors, cutting an estimated $172M.

  • 488 institutional investors held Primerica (PRI) as of Q4 2024, up from 449 in Q3 2024.
  • Funds reported $8.26B of Primerica stock for Q4 2024, up 1% quarter-over-quarter.
  • 75 funds opened new Primerica positions in Q4 2024 and 30 closed out, a net change of +45 holders.
  • The largest Primerica buyer in Q4 2024 was AQR Capital Management, an estimated $23.7M added.
  • The largest Primerica seller in Q4 2024 was Brave Warrior Advisors, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2024.