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Primerica

449 hedge funds and large institutions have $8.18B invested in Primerica in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 151 increasing their positions, 144 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 25

10% more funds holding

Funds holding: 408449 (+41)

9% more capital invested

Capital invested by funds: $7.49B → $8.18B (+$691M)

5% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 144

0.82% less ownership

Funds ownership: 92.11%91.28% (-0.82%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

69% less call options, than puts

Call options by funds: $848K | Put options by funds: $2.76M

Holders
449
Holders Change
+41
Holders Change %
+10.05%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
71
Increased
151
Reduced
144
Closed
25
Calls
$848K
Puts
$2.76M
Net Calls
-$1.91M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
376
Larson Financial Group
Missouri
$39.5K +$13.6K +54 +57%
FDCDDQ
377
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39K
UB
378
UMB Bank
Missouri
$38.4K +$16.9K +67 +86%
OP
379
ORG Partners
Indiana
$33.4K
FCM
380
Fourpath Capital Management
Oklahoma
$31.3K +$29.8K +118 New
VSQM
381
V-Square Quantitative Management
Illinois
$30.8K +$29.3K +116 New
PTC
382
Private Trust Company
Ohio
$30.2K
SIS
383
Sound Income Strategies
Florida
$29.8K
CMBA
384
C.M. Bidwell & Associates
Hawaii
$27.3K
QC
385
Quent Capital
New York
$27K
VWM
386
Venturi Wealth Management
Texas
$26.3K -$87.6K -347 -78%
VCM
387
Versant Capital Management
Arizona
$25.7K +$13.6K +54 +126%
Allspring Global Investments
388
Allspring Global Investments
North Carolina
$25.7K -$73.5K -291 -75%
WB
389
Webster Bank
Connecticut
$24.4K
RA
390
Rise Advisors
New York
$24.1K
Bessemer Group
391
Bessemer Group
New Jersey
$24K -$102K -403 -82%
PFBT
392
Parkside Financial Bank & Trust
Missouri
$23.9K +$4.55K +18 +25%
BCWM
393
Bartlett & Co Wealth Management
Ohio
$23.3K
LFA
394
LGT Financial Advisors
Texas
$23.3K
GWM
395
Geneos Wealth Management
Colorado
$22.8K +$21.7K +86 New
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$22.3K +$505 +2 +2%
CIM
397
Contravisory Investment Management
Massachusetts
$21.5K
C
398
Covestor
United Kingdom
$21K
LC
399
Lindbrook Capital
California
$19.4K
Mitsubishi UFJ Asset Management
400
Mitsubishi UFJ Asset Management
Japan
$18.6K

PRI Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2024, worth a combined $8.18B — up 9.2% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PRI positions and 25 closed out — a net gain of 46 holders — while 151 added to existing stakes and 144 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $14.4M. The largest seller was Brave Warrior Advisors, cutting an estimated $109M.

  • 449 institutional investors held Primerica (PRI) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.18B of Primerica stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 71 funds opened new Primerica positions in Q3 2024 and 25 closed out, a net change of +46 holders.
  • The largest Primerica buyer in Q3 2024 was Citadel Advisors, an estimated $14.4M added.
  • The largest Primerica seller in Q3 2024 was Brave Warrior Advisors, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2024.