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Primerica

323 hedge funds and large institutions have $4.75B invested in Primerica in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 104 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $5.5M | Put options by funds: $1.31M

15% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 104

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less ownership

Funds ownership: 89.94%88.94% (-1%)

4% less funds holding

Funds holding: 337323 (-14)

13% less capital invested

Capital invested by funds: $5.44B → $4.75B (-$688M)

20% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 49

Holders
323
Holders Change
-14
Holders Change %
-4.15%
% of All Funds
5.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
120
Reduced
104
Closed
49
Calls
$5.5M
Puts
$1.31M
Net Calls
+$4.19M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
26
Royal London Asset Management
United Kingdom
$31.7M +$11.4M +80,152 +53%
Invesco
27
Invesco
Georgia
$29.5M +$2.19M +15,425 +8%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$29.3M -$15.2M -107,377 -33%
VDI
29
Vaughan David Investments
Illinois
$27.4M +$290K +2,041 +1%
SW
30
SVB Wealth
Massachusetts
$21.2M +$2.75M +19,359 +14%
PC
31
PhiloSmith Capital
Connecticut
$20.5M +$5.68M +40,000 +36%
Principal Financial Group
32
Principal Financial Group
Iowa
$20.4M +$601K +4,234 +3%
N
33
Nuveen
North Carolina
$20.3M +$2.1M +14,812 +11%
ACM
34
Academy Capital Management
Texas
$19.1M +$3.97M +27,968 +25%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$14.6M +$15.2M +107,001 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$14.2M -$339K -2,385 -2%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$13.3M +$13.8M +97,394 New
PP
38
Prospector Partners
Connecticut
$13.3M +$4.6M +32,400 +50%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$12.8M -$887K -6,249 -6%
Swiss National Bank
40
Swiss National Bank
Switzerland
$12.8M +$909K +6,400 +7%
WCM Investment Management
41
WCM Investment Management
California
$12.2M +$1.94M +13,682 +18%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$12.1M -$14.2K -100 -0.1%
AllianceBernstein
43
AllianceBernstein
Tennessee
$11.8M -$833K -5,864 -6%
Bank of America
44
Bank of America
North Carolina
$11.6M +$1.18M +8,302 +11%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$10.4M +$1.4M +9,836 +15%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$10.3M +$10.7M +75,059 New
UBS AM
47
UBS AM
Illinois
$10.3M +$305K +2,145 +3%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$10.3M
PPA
49
Parametric Portfolio Associates
Washington
$10.1M +$36.9K +260 +0.4%
Ameriprise
50
Ameriprise
Minnesota
$9.88M -$366K -2,577 -3%

PRI Hedge Fund Activity: Q1 2022 in Review

323 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2022, worth a combined $4.75B — down 13% from $5.44B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PRI and 39 opened new positions — a net loss of 10 holders — while 104 trimmed existing stakes and 120 added.

The largest buyer was Millennium Management, adding an estimated $50.6M. The largest seller was Cantillon Capital Management, exiting entirely with an estimated $111M sold.

  • 323 institutional investors held Primerica (PRI) as of Q1 2022, down from 337 in Q4 2021.
  • Funds reported $4.75B of Primerica stock for Q1 2022, down 13% quarter-over-quarter.
  • 39 funds opened new Primerica positions in Q1 2022 and 49 closed out, a net change of -10 holders.
  • The largest Primerica buyer in Q1 2022 was Millennium Management, an estimated $50.6M added.
  • The largest Primerica seller in Q1 2022 was Cantillon Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.