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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
FDW
451
Fourth Dimension Wealth
Ohio
$8.14K +$8.51K +30 New
BWL
452
Bogart Wealth LLC
Virginia
$6.24K
OLVIG
453
Oliver Lagore Vanvalin Investment Group
Michigan
$4.61K
HCP
454
Hexagon Capital Partners
Arkansas
$4.61K +$1.7K +6 +55%
TCM
455
TD Capital Management
Tennessee
$4.36K +$4.54K +16 New
HNW
456
High Note Wealth
Minnesota
$4.34K +$4.54K +16 New
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$3.8K
MAS
458
MPWM Advisory Solutions
Georgia
$3.8K +$3.97K +14 New
WA
459
Whipplewood Advisors
Colorado
$3.8K +$3.97K +14 New
WIM
460
Westside Investment Management
California
$3.53K
Simplex Trading
461
Simplex Trading
Illinois
$3K -$8.79K -31 -70%
DPW
462
DiNuzzo Private Wealth
Pennsylvania
$2.99K -$567 -2 -15%
FWA
463
FSC Wealth Advisors
New York
$2.71K
SIC
464
SJS Investment Consulting
Ohio
$2.44K -$1.42K -5 -36%
FMP
465
Financial Management Professionals
Texas
$2.44K -$284 -1 -10%
BIA
466
Bell Investment Advisors
California
$2.44K
HI
467
Harbour Investments
Wisconsin
$2.44K
HI
468
Horizon Investments
North Carolina
$2.44K
BGAI
469
Bruce G. Allen Investments
Colorado
$2.17K
CAS
470
Coppell Advisory Solutions
Texas
$2.16K
HT
471
Headlands Technologies
Illinois
$1.9K -$10.5K -37 -84%
FHA
472
First Horizon Advisors
Tennessee
$1.9K
NS
473
NBC Securities
Alabama
$1.8K -$1.82M -6,426 -100%
SIS
474
Sound Income Strategies
Florida
$1.66K -$30.1K -106 -95%
S
475
Sachetta
Massachusetts
$1.36K

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.