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Primerica

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

9% more funds holding

Funds holding: 308337 (+29)

0.31% less ownership

Funds ownership: 90.25%89.94% (-0.31%)

1% less capital invested

Capital invested by funds: $5.47B → $5.44B (-$36.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

69% less call options, than puts

Call options by funds: $720K | Put options by funds: $2.35M

Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$40.6M +$1.58M +9,960 +4%
Invesco
27
Invesco
Georgia
$30.7M -$4.26M -26,848 -12%
VDI
28
Vaughan David Investments
Illinois
$30.4M +$336K +2,120 +1%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$30M -$8.65M -54,522 -22%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$24M +$65K +410 +0.3%
Royal London Asset Management
31
Royal London Asset Management
United Kingdom
$23.3M -$2.18M -13,720 -8%
Principal Financial Group
32
Principal Financial Group
Iowa
$22.2M -$306K -1,932 -1%
N
33
Nuveen
North Carolina
$21.1M +$106K +670 +0.5%
SW
34
SVB Wealth
Massachusetts
$20.7M +$911K +5,748 +4%
RJA
35
Raymond James & Associates
Florida
$19.4M -$298K -1,877 -1%
ACM
36
Academy Capital Management
Texas
$17.2M +$5.59M +35,258 +46%
PC
37
PhiloSmith Capital
Connecticut
$16.8M
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$16.3M +$552K +3,483 +3%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$15.3M +$459K +2,896 +3%
AllianceBernstein
40
AllianceBernstein
Tennessee
$14.1M +$793 +5 +0%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$13.6M
Swiss National Bank
42
Swiss National Bank
Switzerland
$13.3M -$47.6K -300 -0.3%
JP Morgan Chase
43
JP Morgan Chase
New York
$12.9M +$684K +4,315 +5%
Bank of America
44
Bank of America
North Carolina
$11.7M -$168K -1,058 -1%
WCM Investment Management
45
WCM Investment Management
California
$11.5M +$871K +5,495 +8%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$11.5M
Ameriprise
47
Ameriprise
Minnesota
$11.5M +$1.16M +7,317 +11%
PPA
48
Parametric Portfolio Associates
Washington
$11.3M +$395K +2,490 +4%
UBS AM
49
UBS AM
Illinois
$11.2M -$12M -75,563 -51%
MOACM
50
Mutual of America Capital Management
New York
$11.1M -$1.17M -7,388 -9%

PRI Hedge Fund Activity: Q4 2021 in Review

337 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2021, worth a combined $5.44B — down 0.67% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PRI positions and 22 closed out — a net gain of 33 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Cantillon Capital Management, cutting an estimated $39.3M.

  • 337 institutional investors held Primerica (PRI) as of Q4 2021, up from 308 in Q3 2021.
  • Funds reported $5.44B of Primerica stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 55 funds opened new Primerica positions in Q4 2021 and 22 closed out, a net change of +33 holders.
  • The largest Primerica buyer in Q4 2021 was Fidelity Investments, an estimated $48.3M added.
  • The largest Primerica seller in Q4 2021 was Cantillon Capital Management, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2021.