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Primerica

258 hedge funds and large institutions have $3.63B invested in Primerica in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

18% more call options, than puts

Call options by funds: $3.74M | Put options by funds: $3.16M

7% more capital invested

Capital invested by funds: $3.38B → $3.63B (+$241M)

3% more funds holding

Funds holding: 251258 (+7)

1.05% more ownership

Funds ownership: 98.21%99.26% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

17% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 101

Holders
258
Holders Change
+7
Holders Change %
+2.79%
% of All Funds
6.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
28
Increased
84
Reduced
101
Closed
19
Calls
$3.74M
Puts
$3.16M
Net Calls
+$580K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$26.6M +$1.14M +14,558 +5%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$20.7M +$26.6K +340 +0.1%
AQR Capital Management
28
AQR Capital Management
Connecticut
$20.5M +$386K +4,948 +2%
WC
29
Walthausen & Co
New York
$18.1M -$964K -12,340 -5%
Principal Financial Group
30
Principal Financial Group
Iowa
$15.8M -$163K -2,085 -1%
QCMNJ
31
Quantum Capital Management (New Jersey)
New Jersey
$15.7M +$2.97M +38,009 +25%
Morgan Stanley
32
Morgan Stanley
New York
$14.7M +$4.34M +55,603 +44%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$14.4M -$1.18M -15,152 -8%
CCMG
34
Clark Capital Management Group
Pennsylvania
$14.3M +$1.74M +22,316 +15%
O
35
OppenheimerFunds
New York
$14.1M -$3.67M -47,024 -21%
BPIM
36
Brant Point Investment Management
New York
$13.3M +$3.75M +48,010 +42%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$13M +$4.71M +60,292 +61%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$12.1M +$2.13M +27,273 +23%
LSV Asset Management
39
LSV Asset Management
Illinois
$12M +$367K +4,700 +3%
MLICM
40
Metropolitan Life Insurance Company (MetLife)
New York
$11.6M +$5.34M +68,347 +93%
HW
41
Hancock Whitney
Mississippi
$11.2M -$3.12M -40,000 -23%
PCM
42
Peregrine Capital Management
Minnesota
$10.9M +$213K +2,724 +2%
Ameriprise
43
Ameriprise
Minnesota
$10.5M -$29.9K -383 -0.3%
Bank of America
44
Bank of America
North Carolina
$10.4M -$564K -7,218 -5%
GC
45
Guggenheim Capital
Illinois
$10.3M +$1.02M +13,063 +12%
PC
46
PhiloSmith Capital
Connecticut
$10M
AIG
47
American International Group
New York
$9.98M +$161K +2,056 +2%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$9.98M -$705K -9,029 -7%
JIM
49
Jupiter Investment Management
United Kingdom
$9.97M -$16.8M -215,659 -64%
TCIM
50
TIAA CREF Investment Management
New York
$9.82M -$218K -2,786 -2%

PRI Hedge Fund Activity: Q3 2017 in Review

258 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2017, worth a combined $3.63B — up 7.1% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PRI positions and 19 closed out — a net gain of 9 holders — while 84 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $16M. The largest seller was Jupiter Investment Management, cutting an estimated $16.8M.

  • 258 institutional investors held Primerica (PRI) as of Q3 2017, up from 251 in Q2 2017.
  • Funds reported $3.63B of Primerica stock for Q3 2017, up 7.1% quarter-over-quarter.
  • 28 funds opened new Primerica positions in Q3 2017 and 19 closed out, a net change of +9 holders.
  • The largest Primerica buyer in Q3 2017 was BlackRock, an estimated $16M added.
  • The largest Primerica seller in Q3 2017 was Jupiter Investment Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2017.