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Primerica
PRI

334 hedge funds and large institutions have $4.77B invested in Primerica in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $4B → $4.77B (+$771M)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.8% more ownership

Funds ownership: 89.49% → 90.3% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% less funds holding

Funds holding: 335 → 334 (-1)

21% less call options, than puts

Call options by funds: $2.64M | Put options by funds: $3.32M

28% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 137

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
99
Reduced
137
Closed
39
Calls
$2.64M
Puts
$3.32M
Net Calls
-$683K
Net Calls Change
-$13.8M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$28M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$23.5M
3
VDI
Vaughan David Investments
Illinois
+$23.5M
4
FMI
Fiduciary Management Inc
Wisconsin
+$16.2M
5
Goldman Sachs
Goldman Sachs
New York
+$15.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$23.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$18.3M
3
Man Group
Man Group
United Kingdom
-$15.7M
4
BAMCO Inc
BAMCO Inc
New York
-$8.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$40.1M +$170K +1,355 +0.5%
Charles Schwab
27
Charles Schwab
California
$39.4M +$228K +1,815 +0.6%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$35.3M -$1.48M -11,800 -4%
Invesco
29
Invesco
Georgia
$29.1M -$294K -2,341 -1%
KBC Group
30
KBC Group
Belgium
$27.9M +$520K +4,142 +12%
Macquarie Group
31
Macquarie Group
Australia
$26.8M -$31.5K -251 -0.1%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$25.8M +$12.3M +98,084 +104%
VDI
33
Vaughan David Investments
Illinois
$25.1M +$23.5M +187,260 New
N
34
Nuveen
North Carolina
$25.1M +$3.83M +30,456 +19%
Royal London Asset Management
35
Royal London Asset Management
United Kingdom
$22.2M +$2.08M +16,590 +11%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$20.2M +$1.69M +13,415 +10%
RJA
37
Raymond James & Associates
Florida
$17.9M +$388K +3,088 +2%
Principal Financial Group
38
Principal Financial Group
Iowa
$16.5M -$142K -1,127 -0.9%
PC
39
PhiloSmith Capital
Connecticut
$16M – – –
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$14.6M -$330K -2,623 -2%
Man Group
41
Man Group
United Kingdom
$13.1M -$15.7M -125,329 -56%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$12.9M +$786K +6,257 +7%
AllianceBernstein
43
AllianceBernstein
Tennessee
$12.9M +$1.15M +9,176 +11%
JP Morgan Chase
44
JP Morgan Chase
New York
$12.4M +$741K +5,896 +7%
Swiss National Bank
45
Swiss National Bank
Switzerland
$12M -$389K -3,100 -3%
MWNA
46
Marshall Wace North America
New York
$11.8M -$3.75M -29,843 -25%
Bank of America
47
Bank of America
North Carolina
$11.7M -$4.67M -37,165 -30%
Lazard Asset Management
48
Lazard Asset Management
New York
$11.6M -$2.57M -20,423 -19%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$11.5M -$1.16M -9,228 -10%
Ameriprise
50
Ameriprise
Minnesota
$11.3M -$784K -6,241 -7%
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PRI Hedge Fund Activity: Q4 2020 in Review

334 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2020, worth a combined $4.77B — up 19% from $4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PRI positions and 39 closed out — a net gain of 2 holders — while 99 added to existing stakes and 137 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $28M. The largest seller was Wells Fargo, cutting an estimated $23.5M.

  • 334 institutional investors held Primerica (PRI) as of Q4 2020, down from 335 in Q3 2020.
  • Funds reported $4.77B of Primerica stock for Q4 2020, up 19% quarter-over-quarter.
  • 41 funds opened new Primerica positions in Q4 2020 and 39 closed out, a net change of +2 holders.
  • The largest Primerica buyer in Q4 2020 was Fuller & Thaler Asset Management, an estimated $28M added.
  • The largest Primerica seller in Q4 2020 was Wells Fargo, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2020.