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Primerica
PRI

318 hedge funds and large institutions have $5.45B invested in Primerica in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.26B → $5.45B (+$195M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.13% less ownership

Funds ownership: 90.58% → 90.45% (-0.13%)

1% less funds holding

Funds holding: 321 → 318 (-3)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 117

53% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $3.8M

Holders
318
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
5.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
100
Reduced
117
Closed
30
Calls
$1.79M
Puts
$3.8M
Net Calls
-$2.01M
Net Calls Change
-$274K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.1M
2
FMI
Fiduciary Management Inc
Wisconsin
+$29.1M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$20.6M
4
State Street
State Street
Massachusetts
+$17.3M
5
AII
AGF Investments Inc
Ontario, Canada
+$15.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$35.9M
2
Macquarie Group
Macquarie Group
Australia
-$22.8M
3
Wells Fargo
Wells Fargo
California
-$16.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.7M
5
Lazard Asset Management
Lazard Asset Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$46.3M +$694K +4,397 +1%
UBS AM
27
UBS AM
Illinois
$37.7M -$5.49M -34,748 -12%
Invesco
28
Invesco
Georgia
$33.8M +$1.47M +9,329 +4%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$33.5M -$8.13M -51,487 -19%
VDI
30
Vaughan David Investments
Illinois
$29.7M +$658K +4,165 +2%
Royal London Asset Management
31
Royal London Asset Management
United Kingdom
$25.7M -$982K -6,220 -4%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$25.4M -$1.29M -8,176 -5%
N
33
Nuveen
North Carolina
$24.3M -$2.48M -15,725 -9%
Principal Financial Group
34
Principal Financial Group
Iowa
$22.9M +$638K +4,043 +3%
RJA
35
Raymond James & Associates
Florida
$19.7M -$222K -1,406 -1%
PC
36
PhiloSmith Capital
Connecticut
$18.3M – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$16.3M -$182K -1,152 -1%
First Trust Advisors
38
First Trust Advisors
Illinois
$15.9M +$6.6M +41,784 +67%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$14.2M +$1.27M +8,014 +9%
AllianceBernstein
40
AllianceBernstein
Tennessee
$14.2M -$264K -1,675 -2%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$13.7M -$674K -4,266 -5%
JP Morgan Chase
42
JP Morgan Chase
New York
$13.5M -$389K -2,463 -3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$13.3M -$505K -3,200 -4%
Bank of America
44
Bank of America
North Carolina
$13.2M -$966K -6,118 -7%
MOACM
45
Mutual of America Capital Management
New York
$12.4M +$1.11M +7,015 +9%
ACM
46
Academy Capital Management
Texas
$11.8M – – –
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$11.5M -$14.7M -93,097 -55%
Ameriprise
48
Ameriprise
Minnesota
$10.9M -$673K -4,264 -6%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$10.7M -$468K -2,965 -4%
WCM Investment Management
50
WCM Investment Management
California
$10.6M +$417K +2,642 +4%
1
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PRI Hedge Fund Activity: Q2 2021 in Review

318 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2021, worth a combined $5.45B — up 3.7% from $5.26B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PRI and 29 opened new positions — a net loss of 1 holder — while 117 trimmed existing stakes and 100 added.

The largest buyer was Fidelity Investments, adding an estimated $94.1M. The largest seller was BlackRock, cutting an estimated $35.9M.

  • 318 institutional investors held Primerica (PRI) as of Q2 2021, down from 321 in Q1 2021.
  • Funds reported $5.45B of Primerica stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 29 funds opened new Primerica positions in Q2 2021 and 30 closed out, a net change of -1 holder.
  • The largest Primerica buyer in Q2 2021 was Fidelity Investments, an estimated $94.1M added.
  • The largest Primerica seller in Q2 2021 was BlackRock, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2021.