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Primerica

303 hedge funds and large institutions have $4.56B invested in Primerica in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 83 increasing their positions, 110 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 20

37% more call options, than puts

Call options by funds: $3.77M | Put options by funds: $2.76M

12% more funds holding

Funds holding: 270303 (+33)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less capital invested

Capital invested by funds: $4.77B → $4.56B (-$216M)

2.48% less ownership

Funds ownership: 92.26%89.79% (-2.5%)

25% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 110

Holders
303
Holders Change
+33
Holders Change %
+12.22%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
56
Increased
83
Reduced
110
Closed
20
Calls
$3.77M
Puts
$2.76M
Net Calls
+$1.01M
Net Calls Change
-$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$37.8M -$4.48M -36,158 -10%
JP Morgan Chase
27
JP Morgan Chase
New York
$33.4M +$4.86M +39,277 +17%
Macquarie Group
28
Macquarie Group
Australia
$29.4M -$23.1M -186,363 -43%
QCMNJ
29
Quantum Capital Management (New Jersey)
New Jersey
$29.4M +$220K +1,777 +0.7%
APG Asset Management
30
APG Asset Management
Netherlands
$23.7M +$15.7M +126,400 +128%
Man Group
31
Man Group
United Kingdom
$23.4M +$8.03M +64,860 +50%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$23.1M -$13.2M -106,830 -36%
Principal Financial Group
33
Principal Financial Group
Iowa
$22.8M -$11.8K -95 -0%
RJA
34
Raymond James & Associates
Florida
$19M +$293K +2,369 +2%
Deutsche Bank
35
Deutsche Bank
Germany
$19M +$13.3M +107,643 +213%
Bank of America
36
Bank of America
North Carolina
$18.7M +$6.36M +51,330 +49%
Royal London Asset Management
37
Royal London Asset Management
United Kingdom
$16.5M +$1.61M +13,027 +10%
HW
38
Hancock Whitney
Mississippi
$16.1M +$7.75M +62,630 +88%
WC
39
Walthausen & Co
New York
$15.9M -$332K -2,680 -2%
PP
40
Paloma Partners
Connecticut
$14.7M +$14.8M +119,605 +4,089%
Barclays
41
Barclays
United Kingdom
$14.5M +$10.2M +82,000 +213%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$14.2M -$2.41M -19,503 -14%
Morgan Stanley
43
Morgan Stanley
New York
$13.5M +$10.7M +86,683 +334%
N
44
Nuveen
North Carolina
$13.5M +$13.4M +108,332 +2,727%
Citadel Advisors
45
Citadel Advisors
Florida
$12.7M +$12.4M +100,523 +1,879%
PP
46
Prospector Partners
Connecticut
$12.4M +$24.8K +200 +0.2%
PC
47
PhiloSmith Capital
Connecticut
$12.2M
AllianceBernstein
48
AllianceBernstein
Tennessee
$11.6M -$5.45M -44,000 -31%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$11.3M -$34.8M -280,734 -75%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$10.5M +$296K +2,388 +3%

PRI Hedge Fund Activity: Q2 2019 in Review

303 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2019, worth a combined $4.56B — down 4.5% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PRI positions and 20 closed out — a net gain of 36 holders — while 83 added to existing stakes and 110 trimmed.

The largest buyer was Invesco, adding an estimated $48.7M. The largest seller was BlackRock, cutting an estimated $131M.

  • 303 institutional investors held Primerica (PRI) as of Q2 2019, up from 270 in Q1 2019.
  • Funds reported $4.56B of Primerica stock for Q2 2019, down 4.5% quarter-over-quarter.
  • 56 funds opened new Primerica positions in Q2 2019 and 20 closed out, a net change of +36 holders.
  • The largest Primerica buyer in Q2 2019 was Invesco, an estimated $48.7M added.
  • The largest Primerica seller in Q2 2019 was BlackRock, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2019.