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Primerica

320 hedge funds and large institutions have $4.62B invested in Primerica in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,168% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $170K

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more capital invested

Capital invested by funds: $4.2B → $4.62B (+$421M)

6% more funds holding

Funds holding: 301320 (+19)

0.31% less ownership

Funds ownership: 91.22%90.91% (-0.31%)

10% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 103

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
93
Reduced
103
Closed
28
Calls
$2.15M
Puts
$170K
Net Calls
+$1.99M
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
26
Royal London Asset Management
United Kingdom
$30.5M +$287K +2,057 +1%
Fidelity International
27
Fidelity International
Bermuda
$28.3M -$13.9M -100,000 -33%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$25.7M +$1.12M +8,057 +5%
Morgan Stanley
29
Morgan Stanley
New York
$25.4M +$5.05M +36,228 +25%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$24M +$2.38M +17,060 +11%
PC
31
PhiloSmith Capital
Connecticut
$21.9M
SW
32
SVB Wealth
Massachusetts
$21.4M +$186K +1,335 +0.9%
ACM
33
Academy Capital Management
Texas
$20.7M -$300K -2,153 -1%
Goldman Sachs
34
Goldman Sachs
New York
$19.7M -$1.9M -13,628 -9%
LI
35
Leeward Investments
Massachusetts
$19.2M +$4.68M +33,584 +33%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$16.7M +$400K +2,874 +3%
RJA
37
Raymond James & Associates
Florida
$16.5M -$635K -4,557 -4%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$16.2M +$197K +1,416 +1%
Macquarie Group
39
Macquarie Group
Australia
$16.1M -$783K -5,619 -5%
WCM Investment Management
40
WCM Investment Management
California
$15.9M -$414K -2,974 -3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$13.3M +$189K +1,359 +1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$12.8M -$111K -800 -0.9%
PP
43
Prospector Partners
Connecticut
$12.3M +$27.9K +200 +0.2%
JP Morgan Chase
44
JP Morgan Chase
New York
$9.94M -$195K -1,397 -2%
Stifel Financial
45
Stifel Financial
Missouri
$9.83M -$177K -1,268 -2%
UBS AM
46
UBS AM
Illinois
$9.73M +$97.7K +701 +1%
AllianceBernstein
47
AllianceBernstein
Tennessee
$9.47M -$91.2K -655 -1%
Ameriprise
48
Ameriprise
Minnesota
$8.89M -$845K -6,063 -9%
MOACM
49
Mutual of America Capital Management
New York
$8.8M -$1.2M -8,583 -12%
GLA
50
Great Lakes Advisors
Illinois
$8.53M -$71.6K -514 -0.8%

PRI Hedge Fund Activity: Q4 2022 in Review

320 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2022, worth a combined $4.62B — up 10% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 28 closed out — a net gain of 24 holders — while 93 added to existing stakes and 103 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $24.4M. The largest seller was Millennium Management, cutting an estimated $23.9M.

  • 320 institutional investors held Primerica (PRI) as of Q4 2022, up from 301 in Q3 2022.
  • Funds reported $4.62B of Primerica stock for Q4 2022, up 10% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2022 and 28 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2022 was Victory Capital Management, an estimated $24.4M added.
  • The largest Primerica seller in Q4 2022 was Millennium Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2022.