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Primerica

285 hedge funds and large institutions have $4.22B invested in Primerica in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

65% more call options, than puts

Call options by funds: $7.69M | Put options by funds: $4.65M

16% more capital invested

Capital invested by funds: $3.63B → $4.22B (+$593M)

10% more funds holding

Funds holding: 258285 (+27)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.33% less ownership

Funds ownership: 99.26%93.93% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
285
Holders Change
+27
Holders Change %
+10.47%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
81
Reduced
107
Closed
25
Calls
$7.69M
Puts
$4.65M
Net Calls
+$3.04M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$33.7M +$529K +5,550 +2%
AQR Capital Management
27
AQR Capital Management
Connecticut
$27.7M +$2.15M +22,536 +9%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$25.7M -$90K -945 -0.4%
WC
29
Walthausen & Co
New York
$22.3M -$273K -2,860 -1%
O
30
OppenheimerFunds
New York
$21M +$3.25M +34,153 +20%
Principal Financial Group
31
Principal Financial Group
Iowa
$19.4M -$292K -3,068 -2%
Deutsche Bank
32
Deutsche Bank
Germany
$19.3M +$11.2M +117,616 +163%
Morgan Stanley
33
Morgan Stanley
New York
$19.3M +$838K +8,797 +5%
QCMNJ
34
Quantum Capital Management (New Jersey)
New Jersey
$19.1M -$424K -4,448 -2%
CCMG
35
Clark Capital Management Group
Pennsylvania
$18M +$203K +2,126 +1%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$16.4M +$12.7M +133,404 +482%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$12.9M -$2.01M -21,043 -14%
RJA
38
Raymond James & Associates
Florida
$12.9M +$696K +7,300 +6%
PCM
39
Peregrine Capital Management
Minnesota
$12.6M -$917K -9,627 -7%
Ameriprise
40
Ameriprise
Minnesota
$12.5M -$526K -5,519 -4%
AIG
41
American International Group
New York
$12.2M -$181K -1,902 -2%
Bank of America
42
Bank of America
North Carolina
$11.7M -$1.18M -12,360 -10%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$11.5M -$4.34M -45,515 -29%
TCIM
44
TIAA CREF Investment Management
New York
$11.1M -$1.03M -10,809 -9%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$11.1M +$4.9M +51,400 +89%
PP
46
Prospector Partners
Connecticut
$10.9M -$229K -2,400 -2%
PC
47
PhiloSmith Capital
Connecticut
$10.8M -$1.52M -16,000 -13%
HW
48
Hancock Whitney
Mississippi
$10.8M -$2.93M -30,730 -22%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.7M +$635K +6,662 +7%
Fiera Capital (Canada)
50
Fiera Capital (Canada)
Quebec, Canada
$10.4M -$1.87M -19,579 -16%

PRI Hedge Fund Activity: Q4 2017 in Review

285 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2017, worth a combined $4.22B — up 16% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 25 closed out — a net gain of 27 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $12.7M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $95.4M.

  • 285 institutional investors held Primerica (PRI) as of Q4 2017, up from 258 in Q3 2017.
  • Funds reported $4.22B of Primerica stock for Q4 2017, up 16% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2017 and 25 closed out, a net change of +27 holders.
  • The largest Primerica buyer in Q4 2017 was Schroder Investment Management Group, an estimated $12.7M added.
  • The largest Primerica seller in Q4 2017 was Ruane, Cunniff & Goldfarb, an estimated $95.4M sold.

Based on aggregated 13F filings for Q4 2017.