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Primerica

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $2.85M

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

14% more capital invested

Capital invested by funds: $5.73B → $6.52B (+$785M)

12.57% more ownership

Funds ownership: 91.33%103.9% (+13%)

3% more funds holding

Funds holding: 351363 (+12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 135

Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.5M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$42.2M -$282K -1,538 -0.7%
Morgan Stanley
27
Morgan Stanley
New York
$40.6M +$6.52M +35,523 +21%
PC
28
PhiloSmith Capital
Connecticut
$30.2M
ACM
29
Academy Capital Management
Texas
$28M -$638K -3,474 -2%
LI
30
Leeward Investments
Massachusetts
$24.8M -$618K -3,364 -3%
RJA
31
Raymond James & Associates
Florida
$23.7M -$597K -3,249 -3%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$23.3M +$827K +4,504 +4%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$22.8M -$232K -1,263 -1%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$22.2M +$2.28M +12,425 +12%
Macquarie Group
35
Macquarie Group
Australia
$22.1M -$80.4K -438 -0.4%
Goldman Sachs
36
Goldman Sachs
New York
$19.9M +$1.05M +5,705 +6%
WCM Investment Management
37
WCM Investment Management
California
$18.4M +$1.03M +5,624 +6%
JP Morgan Chase
38
JP Morgan Chase
New York
$18.2M +$88.1K +480 +0.5%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$18M -$393K -2,138 -2%
PP
40
Prospector Partners
Connecticut
$16.6M +$13.8K +75 +0.1%
SW
41
SVB Wealth
Massachusetts
$16.3M -$3.71M -20,193 -20%
Legal & General Group
42
Legal & General Group
United Kingdom
$15.8M +$4.06M +22,086 +38%
Swiss National Bank
43
Swiss National Bank
Switzerland
$15.7M -$36.7K -200 -0.3%
Brown Advisory
44
Brown Advisory
Maryland
$14.1M -$9.26M -50,400 -41%
CS
45
Credit Suisse
Switzerland
$13.4M +$1.51M +8,204 +14%
Stifel Financial
46
Stifel Financial
Missouri
$13.1M -$2.07M -11,299 -15%
Fuller & Thaler Asset Management
47
Fuller & Thaler Asset Management
California
$12.6M +$4.04K +22 +0%
UBS AM
48
UBS AM
Illinois
$12.5M
American Century Companies
49
American Century Companies
Missouri
$12.3M +$1.03M +5,620 +10%
Ameriprise
50
Ameriprise
Minnesota
$12.2M -$414K -2,255 -4%

PRI Hedge Fund Activity: Q2 2023 in Review

363 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2023, worth a combined $6.52B — up 14% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRI positions and 39 closed out — a net gain of 12 holders — while 105 added to existing stakes and 135 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $835M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.8M.

  • 363 institutional investors held Primerica (PRI) as of Q2 2023, up from 351 in Q1 2023.
  • Funds reported $6.52B of Primerica stock for Q2 2023, up 14% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q2 2023 and 39 closed out, a net change of +12 holders.
  • The largest Primerica buyer in Q2 2023 was EP Wealth Advisors, an estimated $835M added.
  • The largest Primerica seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.