Primerica
186 hedge funds and large institutions have $2.65B invested in Primerica in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 11 closing their positions.
618% more call options, than puts
Call options by funds: $510K | Put options by funds: $71K
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more funds holding
Funds holding: 169 → 186 (+17)
7% more capital invested
Capital invested by funds: $2.47B → $2.65B (+$178M)
2.51% less ownership
Funds ownership: 94.44% → 91.93% (-2.5%)
24% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$10M |
| 2 |
CRM
Capital Returns Management
Rye,
New York
|
+$9.17M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$8.46M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.46M |
| 5 |
Millennium Management
New York
|
+$5.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
-$50.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$25M |
| 3 |
Pzena Investment Management
New York
|
-$15.4M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$13.5M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$11.8M |
PRI Hedge Fund Activity: Q4 2014 in Review
186 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2014, worth a combined $2.65B — up 7.2% from $2.47B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PRI positions and 11 closed out — a net gain of 19 holders — while 58 added to existing stakes and 76 trimmed.
The largest buyer was Guggenheim Capital, opening a new position worth an estimated $10M. The largest seller was Brave Warrior Advisors, cutting an estimated $50.3M.
- 186 institutional investors held Primerica (PRI) as of Q4 2014, up from 169 in Q3 2014.
- Funds reported $2.65B of Primerica stock for Q4 2014, up 7.2% quarter-over-quarter.
- 30 funds opened new Primerica positions in Q4 2014 and 11 closed out, a net change of +19 holders.
- The largest Primerica buyer in Q4 2014 was Guggenheim Capital, an estimated $10M added.
- The largest Primerica seller in Q4 2014 was Brave Warrior Advisors, an estimated $50.3M sold.
Based on aggregated 13F filings for Q4 2014.