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Primerica
PRI

335 hedge funds and large institutions have $4B invested in Primerica in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,179% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $1.11M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

12% more funds holding

Funds holding: 300 → 335 (+35)

1.48% more ownership

Funds ownership: 88.01% → 89.49% (+1.5%)

5% less capital invested

Capital invested by funds: $4.18B → $4B (-$189M)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 118

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
335
Holders Change
+35
Holders Change %
+11.67%
% of All Funds
6.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
62
Increased
101
Reduced
118
Closed
24
Calls
$14.2M
Puts
$1.11M
Net Calls
+$13.1M
Net Calls Change
+$12.7M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$22.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16.7M
3
BWA
Brave Warrior Advisors
New York
+$14.1M
4
AII
AGF Investments Inc
Ontario, Canada
+$14M
5
MWNA
Marshall Wace North America
New York
+$13.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$83.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$41M
3
BlackRock
BlackRock
New York
-$26.6M
4
State Street
State Street
Massachusetts
-$12.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$29.8M +$180K +1,485 +0.6%
Man Group
27
Man Group
United Kingdom
$25.2M +$4.58M +37,718 +20%
Invesco
28
Invesco
Georgia
$24.8M -$1.04M -8,566 -4%
Allianz Asset Management
29
Allianz Asset Management
Germany
$23.1M -$4.83M -39,739 -16%
Macquarie Group
30
Macquarie Group
Australia
$22.7M -$1.04M -8,573 -4%
Fuller & Thaler Asset Management
31
Fuller & Thaler Asset Management
California
$21.5M +$9.02M +74,252 +64%
FMI
32
Fiduciary Management Inc
Wisconsin
$21M +$22.5M +185,464 New
N
33
Nuveen
North Carolina
$17.7M -$846K -6,962 -4%
Royal London Asset Management
34
Royal London Asset Management
United Kingdom
$16.9M +$331K +2,726 +2%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$15.5M +$16.7M +137,080 New
RJA
36
Raymond James & Associates
Florida
$14.8M -$4.58M -37,711 -22%
Bank of America
37
Bank of America
North Carolina
$14.1M +$366K +3,016 +2%
Principal Financial Group
38
Principal Financial Group
Iowa
$14.1M -$1.18M -9,701 -7%
PC
39
PhiloSmith Capital
Connecticut
$13.5M – – –
MWNA
40
Marshall Wace North America
New York
$13.4M +$13.8M +113,484 +2,369%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$12.7M -$639K -5,257 -4%
Lazard Asset Management
42
Lazard Asset Management
New York
$12.1M +$3.14M +25,829 +32%
Stifel Financial
43
Stifel Financial
Missouri
$11.4M -$667K -5,489 -5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$11.2M +$276K +2,273 +2%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$10.8M -$4.27M -35,179 -27%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$10.7M +$5.91M +48,671 +106%
Swiss National Bank
47
Swiss National Bank
Switzerland
$10.5M – – –
Ameriprise
48
Ameriprise
Minnesota
$10.3M -$694K -5,709 -6%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$10.2M +$89.3K +735 +0.8%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$10.1M -$861K -7,086 -7%
1
2
3 4 5

PRI Hedge Fund Activity: Q3 2020 in Review

335 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2020, worth a combined $4B — down 4.5% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new PRI positions and 24 closed out — a net gain of 38 holders — while 101 added to existing stakes and 118 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $22.5M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $83.5M.

  • 335 institutional investors held Primerica (PRI) as of Q3 2020, up from 300 in Q2 2020.
  • Funds reported $4B of Primerica stock for Q3 2020, down 4.5% quarter-over-quarter.
  • 62 funds opened new Primerica positions in Q3 2020 and 24 closed out, a net change of +38 holders.
  • The largest Primerica buyer in Q3 2020 was Fiduciary Management Inc, an estimated $22.5M added.
  • The largest Primerica seller in Q3 2020 was Kayne Anderson Rudnick Investment Management, an estimated $83.5M sold.

Based on aggregated 13F filings for Q3 2020.