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Primerica

172 hedge funds and large institutions have $2.5B invested in Primerica in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.66% more ownership

Funds ownership: 92.7%95.37% (+2.7%)

4% more capital invested

Capital invested by funds: $2.39B → $2.5B (+$101M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 174172 (-2)

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
51
Reduced
77
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$16.9M +$647K +14,100 +4%
Canada Life
27
Canada Life
Manitoba, Canada
$16.5M +$170K +3,700 +1%
Federated Hermes
28
Federated Hermes
Pennsylvania
$15M -$361K -7,869 -2%
TA
29
Teachers Advisors
New York
$14.7M +$141K +3,078 +1%
BIM
30
BlackRock Investment Management
Delaware
$14.3M -$1.24M -26,952 -8%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$14.2M +$1.14M +24,860 +9%
LSV Asset Management
32
LSV Asset Management
Illinois
$13.9M -$230K -5,000 -2%
QCMNJ
33
Quantum Capital Management (New Jersey)
New Jersey
$13.8M +$847K +18,441 +7%
Ameriprise
34
Ameriprise
Minnesota
$12.5M -$149K -3,256 -1%
JP Morgan Chase
35
JP Morgan Chase
New York
$12M -$523K -11,399 -4%
TCIM
36
TIAA CREF Investment Management
New York
$12M -$541K -11,784 -5%
State of Tennessee, Department of Treasury
37
State of Tennessee, Department of Treasury
Tennessee
$11.5M -$340K -7,400 -3%
USAA
38
United Services Automobile Association
Texas
$10.3M
HW
39
Hancock Whitney
Mississippi
$10M +$755K +16,445 +9%
Charles Schwab
40
Charles Schwab
California
$9.99M -$103K -2,236 -1%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$9.75M -$9.82M -213,890 -51%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$8.44M -$624K -13,600 -7%
IGIM
43
I.G. Investment Management
Manitoba, Canada
$8.3M -$427K -9,303 -5%
BCM
44
Becker Capital Management
Oregon
$7.95M -$1.64M -35,720 -18%
AIG
45
American International Group
New York
$6.85M -$305K -6,655 -4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$6.81M -$87.2K -1,900 -1%
NFA
47
Nationwide Fund Advisors
Ohio
$6.81M -$654K -14,237 -9%
Principal Financial Group
48
Principal Financial Group
Iowa
$6.8M -$182K -3,962 -3%
RA
49
Royce & Associates
New York
$6.66M -$377K -8,203 -6%
Goldman Sachs
50
Goldman Sachs
New York
$5.15M -$1.51M -32,936 -23%

PRI Hedge Fund Activity: Q2 2014 in Review

172 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2014, worth a combined $2.5B — up 4.2% from $2.39B a quarter earlier.

Fund positioning in PRI was balanced in Q2 2014: 23 funds opened new positions, 23 closed out, 51 added to existing stakes and 77 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $75.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $9.82M.

  • 172 institutional investors held Primerica (PRI) as of Q2 2014, down from 174 in Q1 2014.
  • Funds reported $2.5B of Primerica stock for Q2 2014, up 4.2% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q2 2014 and 23 closed out, a net change of 0 holders.
  • The largest Primerica buyer in Q2 2014 was Kayne Anderson Rudnick Investment Management, an estimated $75.9M added.
  • The largest Primerica seller in Q2 2014 was D.E. Shaw & Co, an estimated $9.82M sold.

Based on aggregated 13F filings for Q2 2014.