We are live on ! Find out more
PRI icon

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
SW
451
SVB Wealth
Massachusetts
-$11.5M -48,607 Closed
SFC
452
Strategic Financial Concepts
Texas
-$119 -29,883 Closed
Wellington Management Group
453
Wellington Management Group
Massachusetts
-$1.05M -4,450 Closed
CP
454
CenterBook Partners
Connecticut
-$1.03M -4,358 Closed
PP
455
Paloma Partners
Connecticut
-$367K -1,550 Closed
MCM
456
MAI Capital Management
Ohio
-$359K -1,517 Closed
II
457
Inspire Investing
Idaho
-$351K -1,483 Closed
JFG
458
Jefferies Financial Group
New York
-$346K -1,461 Closed
QCM
459
Qsemble Capital Management
New York
-$255K -1,076 Closed
DC
460
Diametric Capital
Massachusetts
-$251K -1,063 Closed
IWA
461
IBEX Wealth Advisors
New Jersey
-$239K -1,008 Closed
Walleye Capital
462
Walleye Capital
New York
-$225K -950 Closed
LCM
463
Laurion Capital Management
New York
-$224K -945 Closed
EC
464
EntryPoint Capital
New York
-$101K -426 Closed
GLR
465
Great Lakes Retirement
Ohio
-$34.8K -147 Closed
OWA
466
Opal Wealth Advisors
New York
-$16.1K -68 Closed
ATPW
467
Ashton Thomas Private Wealth
Arizona
-$15.9K -67 Closed
PG
468
Proffitt & Goodson
Tennessee
-$13.2K -56 Closed
MIFH
469
Migdal Insurance & Financial Holdings
Israel
-$7K -29 Closed
FFA
470
Frazier Financial Advisors
Ohio
-$3.08K -13 Closed
IC
471
Innealta Capital
Texas
-$3.08K -13 Closed
VAG
472
VisionPoint Advisory Group
Texas
-$2.37K -10 Closed
LIA
473
Lynx Investment Advisory
District of Columbia
-$710 -3 Closed

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.