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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
WWP
401
WR Wealth Planners
Missouri
$17.2K +$2.78K +11 +20%
EWA
402
EverSource Wealth Advisors
Alabama
$14.6K +$8.08K +32 +139%
BBHC
403
Brown Brothers Harriman & Co
New York
$14.6K +$13.9K +55 New
AIM
404
Anchor Investment Management
South Carolina
$13.3K
NECFA
405
New England Capital Financial Advisors
Connecticut
$13.3K
PC
406
Promethos Capital
Massachusetts
$13.3K
SAM
407
Smartleaf Asset Management
Massachusetts
$12.9K +$2.78K +11 +29%
GRP
408
Global Retirement Partners
California
$12.7K -$1.77K -7 -13%
PS
409
Principal Securities
Iowa
$12.7K +$3.03K +12 +33%
BIG
410
Brooklyn Investment Group
New York
$12.5K +$11.9K +47 New
DF
411
Dunhill Financial
United Kingdom
$11.7K
HT
412
Headlands Technologies
Illinois
$11.7K +$11.1K +44 New
Simplex Trading
413
Simplex Trading
Illinois
$11K +$11.1K +44 New
SA
414
SRH Advisors
Kansas
$10.1K
JWA
415
JFS Wealth Advisors
Pennsylvania
$9.81K +$253 +1 +3%
CAL
416
Capital Advisors Ltd
Ohio
$9K
AAP
417
Arax Advisory Partners
Colorado
$8.48K +$4.55K +18 +129%
FCA
418
FinTrust Capital Advisors
South Carolina
$6.63K
BWL
419
Bogart Wealth LLC
Virginia
$6.1K
CPA
420
Capital Performance Advisors
California
$5.3K +$5.05K +20 New
OLVIG
421
Oliver Lagore Vanvalin Investment Group
Michigan
$4.51K
SIC
422
SJS Investment Consulting
Ohio
$3.71K
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$3.71K
DPW
424
DiNuzzo Private Wealth
Pennsylvania
$3.45K +$505 +2 +18%
WIM
425
Westside Investment Management
California
$3.28K

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.