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Primerica

300 hedge funds and large institutions have $4.18B invested in Primerica in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

29% more capital invested

Capital invested by funds: $3.24B → $4.18B (+$939M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $2.42M

8% more funds holding

Funds holding: 278300 (+22)

1.19% less ownership

Funds ownership: 89.2%88.01% (-1.2%)

12% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 113

Holders
300
Holders Change
+22
Holders Change %
+7.91%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
44
Increased
100
Reduced
113
Closed
21
Calls
$2.83M
Puts
$2.42M
Net Calls
+$412K
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$30.6M +$6.14M +57,760 +28%
Allianz Asset Management
27
Allianz Asset Management
Germany
$28.5M -$18M -169,692 -41%
Invesco
28
Invesco
Georgia
$26.6M +$1.75M +16,444 +8%
Macquarie Group
29
Macquarie Group
Australia
$24.4M +$62.1K +584 +0.3%
Man Group
30
Man Group
United Kingdom
$21.6M +$1.08M +10,160 +6%
RJA
31
Raymond James & Associates
Florida
$19.6M +$222K +2,086 +1%
N
32
Nuveen
North Carolina
$19.1M -$2.2M -20,714 -11%
Royal London Asset Management
33
Royal London Asset Management
United Kingdom
$16.7M -$162K -1,524 -1%
Principal Financial Group
34
Principal Financial Group
Iowa
$15.6M +$250K +2,347 +2%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$15.2M -$291K -2,737 -2%
Bank of America
36
Bank of America
North Carolina
$14.2M -$2.56M -24,039 -16%
PC
37
PhiloSmith Capital
Connecticut
$14M
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$13.7M +$277K +2,602 +2%
Fuller & Thaler Asset Management
39
Fuller & Thaler Asset Management
California
$13.5M -$2.2M -20,709 -15%
Stifel Financial
40
Stifel Financial
Missouri
$12.4M +$380K +3,573 +3%
Ameriprise
41
Ameriprise
Minnesota
$11.3M -$232K -2,183 -2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$11.2M +$4.6M +43,297 +81%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$11.2M +$1.6M +15,029 +19%
AllianceBernstein
44
AllianceBernstein
Tennessee
$11.1M +$137K +1,289 +1%
Swiss National Bank
45
Swiss National Bank
Switzerland
$10.8M +$1.3M +12,200 +15%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$10.4M -$355K -3,339 -4%
AAM
47
AMI Asset Management
California
$10.3M +$920K +8,651 +11%
Lazard Asset Management
48
Lazard Asset Management
New York
$9.43M +$6.6M +62,102 +331%
MOACM
49
Mutual of America Capital Management
New York
$8.98M -$411K -3,869 -5%
ACM
50
Academy Capital Management
Texas
$8.97M

PRI Hedge Fund Activity: Q2 2020 in Review

300 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2020, worth a combined $4.18B — up 29% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PRI positions and 21 closed out — a net gain of 23 holders — while 100 added to existing stakes and 113 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.7M. The largest seller was Fidelity Investments, cutting an estimated $41M.

  • 300 institutional investors held Primerica (PRI) as of Q2 2020, up from 278 in Q1 2020.
  • Funds reported $4.18B of Primerica stock for Q2 2020, up 29% quarter-over-quarter.
  • 44 funds opened new Primerica positions in Q2 2020 and 21 closed out, a net change of +23 holders.
  • The largest Primerica buyer in Q2 2020 was Goldman Sachs, an estimated $22.7M added.
  • The largest Primerica seller in Q2 2020 was Fidelity Investments, an estimated $41M sold.

Based on aggregated 13F filings for Q2 2020.