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Primerica

408 hedge funds and large institutions have $7.49B invested in Primerica in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 141 increasing their positions, 145 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

2% more funds holding

Funds holding: 400408 (+8)

1.71% more ownership

Funds ownership: 90.4%92.11% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 145

6% less capital invested

Capital invested by funds: $7.97B → $7.49B (-$475M)

69% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $6.81M

Holders
408
Holders Change
+8
Holders Change %
+2%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
57
Increased
141
Reduced
145
Closed
44
Calls
$2.08M
Puts
$6.81M
Net Calls
-$4.73M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
426
Allianz Asset Management
Germany
-$428K -1,690 Closed
EFA
427
Edge Financial Advisors
Illinois
-$361K -1,426 Closed
ET
428
Entropy Technologies
New York
-$319K -1,261 Closed
CPC
429
Consolidated Planning Corp
Georgia
-$294K -1,162 Closed
VF
430
Virtu Financial
New York
-$242K -955 Closed
RTC
431
Riverview Trust Company
Washington
-$209K -825 Closed
BP
432
Ballentine Partners
Massachusetts
-$207K -818 Closed
AWM
433
Axxcess Wealth Management
California
-$205K -809 Closed
AWS
434
Atria Wealth Solutions
New York
-$201K -795 Closed
SWS
435
SYSTM Wealth Solutions
Illinois
-$171K -675 Closed
First Manhattan
436
First Manhattan
New York
-$114K -450 Closed
CT
437
Colonial Trust
South Carolina
-$50.8K -201 Closed
ST
438
Smithfield Trust
Pennsylvania
-$44K -173 Closed
SIC
439
Salem Investment Counselors
North Carolina
-$25.3K -100 Closed
Simplex Trading
440
Simplex Trading
Illinois
-$22.7K -100 Closed
FIM
441
Fernwood Investment Management
Massachusetts
-$19.7K -78 Closed
LWCFA
442
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$6.53K -30 Closed
CJ
443
Caitlin John
Michigan
-$5.82K -23 Closed
CTA
444
Colonial Trust Advisors
South Carolina
-$5.06K -20 Closed
PCWA
445
Pacific Capital Wealth Advisors
California
-$5.06K -20 Closed
SFA
446
Semmax Financial Advisors
North Carolina
-$1.57K -7 Closed
HI
447
Horizon Investments
North Carolina
-$1.52K -6 Closed
RAM
448
Riggs Asset Management
Pennsylvania
-$759 -3 Closed
TWP
449
TFO Wealth Partners
Ohio
-$506 -2 Closed
FGAM
450
Financial Gravity Asset Management
Texas
-$363 -1 Closed

PRI Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2024, worth a combined $7.49B — down 6% from $7.97B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PRI positions and 44 closed out — a net gain of 13 holders — while 141 added to existing stakes and 145 trimmed.

The largest buyer was Millennium Management, adding an estimated $154M. The largest seller was BlackRock, cutting an estimated $33.1M.

  • 408 institutional investors held Primerica (PRI) as of Q2 2024, up from 400 in Q1 2024.
  • Funds reported $7.49B of Primerica stock for Q2 2024, down 6% quarter-over-quarter.
  • 57 funds opened new Primerica positions in Q2 2024 and 44 closed out, a net change of +13 holders.
  • The largest Primerica buyer in Q2 2024 was Millennium Management, an estimated $154M added.
  • The largest Primerica seller in Q2 2024 was BlackRock, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2024.