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Primerica

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.09M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more capital invested

Capital invested by funds: $4.62B → $5.73B (+$1.11B)

10% more funds holding

Funds holding: 320351 (+31)

0.42% more ownership

Funds ownership: 90.91%91.33% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
26
Royal London Asset Management
United Kingdom
$33.3M -$3.54M -21,619 -10%
Morgan Stanley
27
Morgan Stanley
New York
$29.2M -$1.6M -9,743 -5%
PC
28
PhiloSmith Capital
Connecticut
$26.3M -$328K -2,000 -1%
ACM
29
Academy Capital Management
Texas
$25M -$75.1K -458 -0.3%
LI
30
Leeward Investments
Massachusetts
$22.2M -$1.04M -6,359 -5%
RJA
31
Raymond James & Associates
Florida
$21.2M +$1.05M +6,392 +5%
Brown Advisory
32
Brown Advisory
Maryland
$21M -$23.2M -141,292 -54%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$20.1M -$111K -676 -0.6%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$19.5M -$131K -800 -0.7%
Macquarie Group
35
Macquarie Group
Australia
$19.3M -$198K -1,205 -1%
SW
36
SVB Wealth
Massachusetts
$17.7M -$7.94M -48,470 -32%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$17.2M -$11.4M -69,644 -41%
Goldman Sachs
38
Goldman Sachs
New York
$16.4M -$7.17M -43,736 -32%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$16M -$89.3K -545 -0.6%
JP Morgan Chase
40
JP Morgan Chase
New York
$15.8M +$3.54M +21,601 +31%
WCM Investment Management
41
WCM Investment Management
California
$14.9M -$4.21M -25,662 -23%
PP
42
Prospector Partners
Connecticut
$14.4M -$447K -2,725 -3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$13.7M -$1.75M -10,700 -12%
Stifel Financial
44
Stifel Financial
Missouri
$13.3M +$1.31M +8,015 +12%
UBS AM
45
UBS AM
Illinois
$12.5M +$656K +4,005 +6%
BC
46
Brookfield Corp
Ontario, Canada
$11.9M +$3.23M +19,705 +40%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$11.7M +$11.1M +67,863 New
AllianceBernstein
48
AllianceBernstein
Tennessee
$11.3M -$144K -878 -1%
Ameriprise
49
Ameriprise
Minnesota
$11M +$232K +1,413 +2%
Fuller & Thaler Asset Management
50
Fuller & Thaler Asset Management
California
$10.9M -$25.6M -156,408 -71%

PRI Hedge Fund Activity: Q1 2023 in Review

351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2023, worth a combined $5.73B — up 24% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRI positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Lyrical Asset Management, adding an estimated $114M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 351 institutional investors held Primerica (PRI) as of Q1 2023, up from 320 in Q4 2022.
  • Funds reported $5.73B of Primerica stock for Q1 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Primerica positions in Q1 2023 and 31 closed out, a net change of +34 holders.
  • The largest Primerica buyer in Q1 2023 was Lyrical Asset Management, an estimated $114M added.
  • The largest Primerica seller in Q1 2023 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q1 2023.