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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
RA
426
Rise Advisors
New York
$24.7K
CT
427
Colonial Trust
South Carolina
$24.7K +$25.8K +91 New
BCWM
428
Bartlett & Co Wealth Management
Ohio
$23.9K
LFA
429
LGT Financial Advisors
Texas
$23.9K
GWM
430
Geneos Wealth Management
Colorado
$23.3K
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$23.1K +$284 +1 +1%
CIM
432
Contravisory Investment Management
Massachusetts
$22K
PWA
433
Physician Wealth Advisors
Utah
$21.7K +$22.7K +80 New
PS
434
Principal Securities
Iowa
$20.4K +$7.66K +27 +56%
BIG
435
Brooklyn Investment Group
New York
$20.4K +$7.94K +28 +60%
LC
436
Lindbrook Capital
California
$19.5K -$284 -1 -1%
Mitsubishi UFJ Asset Management
437
Mitsubishi UFJ Asset Management
Japan
$19.3K
WWP
438
WR Wealth Planners
Missouri
$17.6K
HIM
439
Hillsdale Investment Management
Ontario, Canada
$16.3K +$17K +60 New
SAM
440
Smartleaf Asset Management
Massachusetts
$15.6K +$2.55K +9 +18%
AIM
441
Anchor Investment Management
South Carolina
$13.6K
NECFA
442
New England Capital Financial Advisors
Connecticut
$13.6K
PC
443
Promethos Capital
Massachusetts
$13.6K
GRP
444
Global Retirement Partners
California
$11.4K -$1.7K -6 -13%
SA
445
SRH Advisors
Kansas
$10.3K
JWA
446
JFS Wealth Advisors
Pennsylvania
$10K
GM
447
GeoWealth Management
Illinois
$10K +$10.5K +37 New
AAP
448
Arax Advisory Partners
Colorado
$9.23K +$567 +2 +6%
CAL
449
Capital Advisors Ltd
Ohio
$9K
BBHC
450
Brown Brothers Harriman & Co
New York
$8.14K -$7.09K -25 -45%

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.