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Primerica

312 hedge funds and large institutions have $4.1B invested in Primerica in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $1.88M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.35% more ownership

Funds ownership: 88.94%89.29% (+0.35%)

7% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 115

3% less funds holding

Funds holding: 323312 (-11)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

14% less capital invested

Capital invested by funds: $4.75B → $4.1B (-$646M)

Holders
312
Holders Change
-11
Holders Change %
-3.41%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
107
Reduced
115
Closed
38
Calls
$9.52M
Puts
$1.88M
Net Calls
+$7.64M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
26
Royal London Asset Management
United Kingdom
$26.9M -$890K -7,077 -3%
VDI
27
Vaughan David Investments
Illinois
$24.5M +$540K +4,290 +2%
ACM
28
Academy Capital Management
Texas
$22.1M +$5.6M +44,535 +32%
Goldman Sachs
29
Goldman Sachs
New York
$20.1M -$18.8M -149,864 -47%
PC
30
PhiloSmith Capital
Connecticut
$19.1M +$1.26M +10,000 +7%
SW
31
SVB Wealth
Massachusetts
$18.9M +$356K +2,830 +2%
Principal Financial Group
32
Principal Financial Group
Iowa
$18.2M +$314K +2,496 +2%
N
33
Nuveen
North Carolina
$17.5M -$758K -6,029 -4%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$15.6M +$4.16M +33,105 +34%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$15.4M +$6.83M +54,284 +72%
Macquarie Group
36
Macquarie Group
Australia
$14.8M +$2.67M +21,221 +21%
Morgan Stanley
37
Morgan Stanley
New York
$14.7M +$10.5M +83,578 +213%
WCM Investment Management
38
WCM Investment Management
California
$13.4M +$2.98M +23,716 +27%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$13.4M +$981K +7,799 +8%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$12.9M +$1.75M +13,935 +15%
PP
41
Prospector Partners
Connecticut
$11.7M +$110K +875 +0.9%
Bank of America
42
Bank of America
North Carolina
$11.3M +$1.26M +10,049 +12%
Swiss National Bank
43
Swiss National Bank
Switzerland
$11.1M -$37.7K -300 -0.3%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$10.6M -$23.9K -190 -0.2%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$10.2M +$1.23M +9,764 +13%
EIP
46
Epoch Investment Partners
New York
$10M +$1.58M +12,570 +18%
JP Morgan Chase
47
JP Morgan Chase
New York
$9.14M +$1.19M +9,440 +14%
MOACM
48
Mutual of America Capital Management
New York
$9.07M +$927K +7,373 +11%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$8.98M
UBS AM
50
UBS AM
Illinois
$8.9M -$94.8K -754 -1%

PRI Hedge Fund Activity: Q2 2022 in Review

312 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2022, worth a combined $4.1B — down 14% from $4.75B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PRI and 33 opened new positions — a net loss of 5 holders — while 115 trimmed existing stakes and 107 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $30.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.7M.

  • 312 institutional investors held Primerica (PRI) as of Q2 2022, down from 323 in Q1 2022.
  • Funds reported $4.1B of Primerica stock for Q2 2022, down 14% quarter-over-quarter.
  • 33 funds opened new Primerica positions in Q2 2022 and 38 closed out, a net change of -5 holders.
  • The largest Primerica buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $30.4M added.
  • The largest Primerica seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2022.