Primerica
301 hedge funds and large institutions have $4.2B invested in Primerica in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 134 reducing their positions, and 34 closing their positions.
508% more call options, than puts
Call options by funds: $2.7M | Put options by funds: $445K
1.93% more ownership
Funds ownership: 89.29% → 91.22% (+1.9%)
2% more capital invested
Capital invested by funds: $4.1B → $4.2B (+$101M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less funds holding
Funds holding: 312 → 301 (-11)
24% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 34
38% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 134
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$44.7M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$21.9M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$16M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.1M |
| 5 |
LI
Leeward Investments
Boston,
Massachusetts
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VDI
Vaughan David Investments
Peoria,
Illinois
|
-$25.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15.2M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$14.5M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$14M |
PRI Hedge Fund Activity: Q3 2022 in Review
301 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2022, worth a combined $4.2B — up 2.5% from $4.1B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of PRI and 26 opened new positions — a net loss of 8 holders — while 134 trimmed existing stakes and 83 added.
The largest buyer was Victory Capital Management, adding an estimated $44.7M. The largest seller was Vaughan David Investments, cutting an estimated $25.6M.
- 301 institutional investors held Primerica (PRI) as of Q3 2022, down from 312 in Q2 2022.
- Funds reported $4.2B of Primerica stock for Q3 2022, up 2.5% quarter-over-quarter.
- 26 funds opened new Primerica positions in Q3 2022 and 34 closed out, a net change of -8 holders.
- The largest Primerica buyer in Q3 2022 was Victory Capital Management, an estimated $44.7M added.
- The largest Primerica seller in Q3 2022 was Vaughan David Investments, an estimated $25.6M sold.
Based on aggregated 13F filings for Q3 2022.