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Primerica

174 hedge funds and large institutions have $2.39B invested in Primerica in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,669% more call options, than puts

Call options by funds: $867K | Put options by funds: $49K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $2.11B → $2.39B (+$282M)

2% more funds holding

Funds holding: 170174 (+4)

1.65% more ownership

Funds ownership: 91.05%92.7% (+1.7%)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

Holders
174
Holders Change
+4
Holders Change %
+2.35%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
63
Reduced
64
Closed
16
Calls
$867K
Puts
$49K
Net Calls
+$818K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$16M +$647K +14,568 +4%
Canada Life
27
Canada Life
Manitoba, Canada
$16M +$1.99M +44,700 +15%
BIM
28
BlackRock Investment Management
Delaware
$15.4M -$5.96K -134 -0%
Federated Hermes
29
Federated Hermes
Pennsylvania
$15.1M +$144K +3,229 +1%
TA
30
Teachers Advisors
New York
$14.3M +$9.79M +220,335 +266%
LSV Asset Management
31
LSV Asset Management
Illinois
$13.9M -$22.4M -504,200 -63%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$12.8M +$776K +17,469 +7%
QCMNJ
33
Quantum Capital Management (New Jersey)
New Jersey
$12.7M +$1.41M +31,809 +13%
Ameriprise
34
Ameriprise
Minnesota
$12.4M -$3.21M -72,140 -21%
JP Morgan Chase
35
JP Morgan Chase
New York
$12.4M -$507K -11,418 -4%
TCIM
36
TIAA CREF Investment Management
New York
$12.3M -$633K -14,235 -5%
Wells Fargo
37
Wells Fargo
California
$11.6M -$127K -2,849 -1%
State of Tennessee, Department of Treasury
38
State of Tennessee, Department of Treasury
Tennessee
$11.6M -$111K -2,500 -1%
USAA
39
United Services Automobile Association
Texas
$10.2M
Charles Schwab
40
Charles Schwab
California
$9.94M +$893K +20,086 +11%
BCM
41
Becker Capital Management
Oregon
$9.51M -$150K -3,368 -2%
HW
42
Hancock Whitney
Mississippi
$9.09M +$649K +14,605 +8%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$8.95M +$2.23M +50,170 +36%
IGIM
44
I.G. Investment Management
Manitoba, Canada
$8.61M +$66.7K +1,500 +0.8%
Deutsche Bank
45
Deutsche Bank
Germany
$8.39M +$2.81M +63,301 +55%
NFA
46
Nationwide Fund Advisors
Ohio
$7.37M +$870K +19,574 +14%
AIG
47
American International Group
New York
$7.06M +$53.2K +1,198 +0.8%
RA
48
Royce & Associates
New York
$6.94M -$1.26M -28,400 -16%
Principal Financial Group
49
Principal Financial Group
Iowa
$6.88M +$300K +6,745 +5%
Renaissance Technologies
50
Renaissance Technologies
New York
$6.67M +$5.51M +123,900 +696%

PRI Hedge Fund Activity: Q1 2014 in Review

174 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2014, worth a combined $2.39B — up 13% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PRI positions and 16 closed out — a net gain of 5 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $23.6M. The largest seller was LSV Asset Management, cutting an estimated $22.4M.

  • 174 institutional investors held Primerica (PRI) as of Q1 2014, up from 170 in Q4 2013.
  • Funds reported $2.39B of Primerica stock for Q1 2014, up 13% quarter-over-quarter.
  • 21 funds opened new Primerica positions in Q1 2014 and 16 closed out, a net change of +5 holders.
  • The largest Primerica buyer in Q1 2014 was Kayne Anderson Rudnick Investment Management, an estimated $23.6M added.
  • The largest Primerica seller in Q1 2014 was LSV Asset Management, an estimated $22.4M sold.

Based on aggregated 13F filings for Q1 2014.