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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
Rafferty Asset Management
376
Rafferty Asset Management
New York
$207K -$5.1K -18 -2%
FW
377
FullCircle Wealth
Texas
$206K +$206K +725 New
ECM
378
Evergreen Capital Management
Washington
$206K +$215K +758 New
QL
379
Quarry LP
New York
$197K +$107K +377 +108%
UCB
380
United Community Bank
South Carolina
$194K -$1.42K -5 -0.7%
US Bancorp
381
US Bancorp
Minnesota
$186K
ACA
382
Atlas Capital Advisors
Wyoming
$179K
Osaic Holdings
383
Osaic Holdings
Arizona
$178K -$855K -3,017 -82%
TWC
384
TD Waterhouse Canada
Ontario, Canada
$164K -$4.25K -15 -2%
HNB
385
Huntington National Bank
Ohio
$163K -$8.22K -29 -5%
S
386
SignatureFD
Georgia
$134K +$1.42K +5 +1%
QCG
387
Quadrant Capital Group
Ohio
$131K +$5.39K +19 +4%
DZ Bank
388
DZ Bank
Germany
$119K
WTC
389
WhitTier Trust Company
Nevada
$118K
BTI
390
Blue Trust Inc
Georgia
$117K -$66.9K -236 -35%
EBA
391
Eagle Bay Advisors
New York
$112K
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$108K +$3.12K +11 +3%
NA
393
NewEdge Advisors
Louisiana
$107K
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
$106K -$79.9K -282 -42%
Daiwa Securities Group
395
Daiwa Securities Group
Japan
$103K +$108K +380 New
TPCW
396
TD Private Client Wealth
New York
$99.1K
ACM
397
Aster Capital Management
United Arab Emirates
$98.5K +$103K +363 New
AF
398
Allworth Financial
California
$97K +$20.1K +71 +27%
CSB
399
City State Bank
Iowa
$79.8K -$6.8K -24 -8%
CWM
400
Compass Wealth Management
Connecticut
$69.5K

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.