We are live on ! Find out more
PRI icon

Primerica

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.45B → $5.47B (+$20.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.21% less ownership

Funds ownership: 90.45%90.25% (-0.21%)

5% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 110

3% less funds holding

Funds holding: 318308 (-10)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

51% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $2.69M

Holders
308
Holders Change
-10
Holders Change %
-3.14%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
27
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$39.2M -$7.91M -53,146 -17%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$38.4M +$4.62M +31,039 +14%
Invesco
28
Invesco
Georgia
$34.9M +$954K +6,409 +3%
VDI
29
Vaughan David Investments
Illinois
$30.1M +$372K +2,500 +1%
Royal London Asset Management
30
Royal London Asset Management
United Kingdom
$25.5M -$329K -2,211 -1%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$24M -$1.42M -9,555 -6%
UBS AM
32
UBS AM
Illinois
$22.8M -$14.5M -97,547 -40%
Principal Financial Group
33
Principal Financial Group
Iowa
$22.6M -$400K -2,690 -2%
N
34
Nuveen
North Carolina
$21M -$3.24M -21,745 -14%
SW
35
SVB Wealth
Massachusetts
$19.9M +$19.3M +129,624 New
RJA
36
Raymond James & Associates
Florida
$19.7M -$90.2K -606 -0.5%
PC
37
PhiloSmith Capital
Connecticut
$16.9M -$1.49M -10,000 -8%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$15.8M -$508K -3,412 -3%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$14.9M +$589K +3,957 +4%
AllianceBernstein
40
AllianceBernstein
Tennessee
$14.1M -$110K -741 -0.8%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$13.6M -$97.3K -654 -0.7%
Swiss National Bank
42
Swiss National Bank
Switzerland
$13.4M +$89.3K +600 +0.7%
MOACM
43
Mutual of America Capital Management
New York
$12.3M -$130K -874 -1%
JP Morgan Chase
44
JP Morgan Chase
New York
$12.3M -$1.26M -8,479 -10%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$11.9M +$3.9M +26,227 +51%
Bank of America
46
Bank of America
North Carolina
$11.9M -$1.35M -9,063 -10%
ACM
47
Academy Capital Management
Texas
$11.8M -$29.8K -200 -0.3%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$11.5M +$2.98M +20,000 +36%
First Trust Advisors
49
First Trust Advisors
Illinois
$11.5M -$4.34M -29,158 -28%
Axa
50
Axa
France
$11.3M +$2.16M +14,497 +24%

PRI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2021, worth a combined $5.47B — up 0.38% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PRI and 23 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $32.6M.

  • 308 institutional investors held Primerica (PRI) as of Q3 2021, down from 318 in Q2 2021.
  • Funds reported $5.47B of Primerica stock for Q3 2021, up 0.38% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q3 2021 and 27 closed out, a net change of -4 holders.
  • The largest Primerica buyer in Q3 2021 was Fidelity Investments, an estimated $65.1M added.
  • The largest Primerica seller in Q3 2021 was Goldman Sachs, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2021.