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Primerica

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $2.85M

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

14% more capital invested

Capital invested by funds: $5.73B → $6.52B (+$785M)

12.57% more ownership

Funds ownership: 91.33%103.9% (+13%)

3% more funds holding

Funds holding: 351363 (+12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 135

Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.5M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
376
Bank of Nova Scotia
Ontario, Canada
-$371K -2,156 Closed
SWS
377
SYSTM Wealth Solutions
Illinois
-$359K -2,085 Closed
TI
378
Tidal Investments
Wisconsin
-$338K -1,964 Closed
SEC
379
Seven Eight Capital
New York
-$295K -1,710 Closed
XT
380
XTX Topco
Cayman Islands
-$276K -1,605 Closed
PMEF
381
Point72 Middle East FZE
United Arab Emirates
-$252K -1,463 Closed
CMF
382
Counterpoint Mutual Funds
California
-$112K -649 Closed
MFG
383
Mendota Financial Group
Wisconsin
-$83.7K -612 Closed
MC
384
Machina Capital
France
-$70.6K -410 Closed
TWA
385
TCI Wealth Advisors
Arizona
-$69.4K -403 Closed
CP
386
Castleview Partners
Texas
-$65.1K -378 Closed
ASN
387
Advisory Services Network
Georgia
-$59.3K -344 Closed
BAM
388
Belpointe Asset Management
Nevada
-$40K -232 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
389
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$34.6K -201 Closed
SOW
390
State of Wyoming
Wyoming
-$33.9K -197 Closed
Acadian Asset Management
391
Acadian Asset Management
Massachusetts
-$30K -176 Closed
EI
392
Ellevest Inc
New York
-$6.37K -37 Closed
SFG
393
Steward Financial Group
Texas
-$6K -36 Closed
SC
394
Schubert & Co
Texas
-$5.34K -31 Closed
VFA
395
Values First Advisors
Tennessee
-$3.86K -22 Closed
BWM
396
BerganKDV Wealth Management
Minnesota
-$3.27K -19 Closed
CFB
397
Cullen/Frost Bankers
Texas
-$2.93K -17 Closed
AF
398
Advisornet Financial
Minnesota
-$2.24K -13 Closed
IAIM
399
International Assets Investment Management
Florida
-$2.24K -13 Closed
AW
400
Avion Wealth
Texas
+$1.47K +8 New

PRI Hedge Fund Activity: Q2 2023 in Review

363 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2023, worth a combined $6.52B — up 14% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRI positions and 39 closed out — a net gain of 12 holders — while 105 added to existing stakes and 135 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $835M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.8M.

  • 363 institutional investors held Primerica (PRI) as of Q2 2023, up from 351 in Q1 2023.
  • Funds reported $6.52B of Primerica stock for Q2 2023, up 14% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q2 2023 and 39 closed out, a net change of +12 holders.
  • The largest Primerica buyer in Q2 2023 was EP Wealth Advisors, an estimated $835M added.
  • The largest Primerica seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.