We are live on ! Find out more
PRI icon

Primerica

170 hedge funds and large institutions have $2.11B invested in Primerica in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

67% more call options, than puts

Call options by funds: $215K | Put options by funds: $129K

9% more funds holding

Funds holding: 156170 (+14)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

3% more capital invested

Capital invested by funds: $2.04B → $2.11B (+$69.7M)

1.73% less ownership

Funds ownership: 92.78%91.05% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
170
Holders Change
+14
Holders Change %
+8.97%
% of All Funds
4.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
66
Reduced
62
Closed
10
Calls
$215K
Puts
$129K
Net Calls
+$86K
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$14M -$276K -6,498 -2%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$14M -$930K -21,926 -6%
Federated Hermes
28
Federated Hermes
Pennsylvania
$13.6M +$3.61M +85,042 +37%
Canada Life
29
Canada Life
Manitoba, Canada
$12.8M +$785K +18,500 +7%
TCIM
30
TIAA CREF Investment Management
New York
$11.8M -$11.9K -280 -0.1%
JP Morgan Chase
31
JP Morgan Chase
New York
$11.8M -$2.18M -51,414 -16%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$10.9M +$968K +22,827 +10%
Wells Fargo
33
Wells Fargo
California
$10.7M -$375K -8,833 -3%
State of Tennessee, Department of Treasury
34
State of Tennessee, Department of Treasury
Tennessee
$10.7M -$339K -8,000 -3%
QCMNJ
35
Quantum Capital Management (New Jersey)
New Jersey
$10.2M +$5.46M +128,849 +119%
USAA
36
United Services Automobile Association
Texas
$9.28M +$386K +9,100 +4%
BCM
37
Becker Capital Management
Oregon
$8.8M -$1.42M -33,511 -14%
Charles Schwab
38
Charles Schwab
California
$8.19M +$445K +10,484 +6%
IGIM
39
I.G. Investment Management
Manitoba, Canada
$7.78M -$50.9K -1,200 -0.7%
HW
40
Hancock Whitney
Mississippi
$7.65M +$495K +11,670 +7%
RA
41
Royce & Associates
New York
$7.54M -$1.91M -45,000 -20%
Goldman Sachs
42
Goldman Sachs
New York
$6.86M -$1.17M -27,503 -15%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$6.77M +$131K +3,100 +2%
AIG
44
American International Group
New York
$6.38M -$124K -2,932 -2%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$6M -$384K -9,060 -6%
Principal Financial Group
46
Principal Financial Group
Iowa
$5.98M +$82.1K +1,937 +1%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$5.91M +$5.84M +137,722 New
NFA
48
Nationwide Fund Advisors
Ohio
$5.88M -$82.4K -1,943 -1%
PAM
49
Panagora Asset Management
Massachusetts
$5.68M -$781K -18,420 -12%
MPM
50
Meritage Portfolio Management
Kansas
$5.31M -$245K -5,785 -4%

PRI Hedge Fund Activity: Q4 2013 in Review

170 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2013, worth a combined $2.11B — up 3.4% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PRI positions and 10 closed out — a net gain of 14 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $51.4M sold.

  • 170 institutional investors held Primerica (PRI) as of Q4 2013, up from 156 in Q3 2013.
  • Funds reported $2.11B of Primerica stock for Q4 2013, up 3.4% quarter-over-quarter.
  • 24 funds opened new Primerica positions in Q4 2013 and 10 closed out, a net change of +14 holders.
  • The largest Primerica buyer in Q4 2013 was Victory Capital Management, an estimated $10.2M added.
  • The largest Primerica seller in Q4 2013 was Capital Research Global Investors, an estimated $51.4M sold.

Based on aggregated 13F filings for Q4 2013.