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Primerica

488 hedge funds and large institutions have $8.26B invested in Primerica in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 169 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 30

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

52% more call options, than puts

Call options by funds: $868K | Put options by funds: $570K

11% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 152

9% more funds holding

Funds holding: 449488 (+39)

1% more capital invested

Capital invested by funds: $8.18B → $8.26B (+$81.8M)

0.05% less ownership

Funds ownership: 91.28%91.23% (-0.05%)

Holders
488
Holders Change
+39
Holders Change %
+8.69%
% of All Funds
6.43%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
75
Increased
169
Reduced
152
Closed
30
Calls
$868K
Puts
$570K
Net Calls
+$298K
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
476
Valued Wealth Advisors
Utah
$1.36K +$284 +1 +25%
GEA
477
Glen Eagle Advisors
New Jersey
$1.1K
CSWM
478
Cassady Schiller Wealth Management
Ohio
$1.09K +$1.13K +4 New
CTC
479
Central Trust Company
Missouri
$815
MCM
480
Manchester Capital Management
Vermont
$815
GFPC
481
Global Financial Private Client
Florida
$814 +$851 +3 New
NC
482
NewSquare Capital
Pennsylvania
$543 +$567 +2 New
OSNBOA
483
Old Second National Bank of Aurora
Illinois
$543 +$567 +2 New
PWM
484
Parkworth Wealth Management
California
$543 +$567 +2 New
PWA
485
Principia Wealth Advisory
Texas
$543 +$567 +2 New
CA
486
CoreCap Advisors
Michigan
$271
RIL
487
Rothschild Investment LLC
Illinois
$271
SS
488
SBI Securities
Japan
$271 +$284 +1 New
CA
489
Clearstead Advisors
Ohio
$4 -$1.13K -4 Closed
IAIM
490
International Assets Investment Management
Florida
-$95 -25,189 Closed
WI
491
WBI Investments
New Jersey
-$1.69M -6,355 Closed
SEC
492
Seven Eight Capital
New York
-$1.16M -4,364 Closed
LAM
493
LECAP Asset Management
United Kingdom
-$929K -3,505 Closed
I
494
InceptionR
California
-$874K -3,295 Closed
AC
495
AXQ Capital
New Jersey
-$548K -2,067 Closed
GC
496
Guggenheim Capital
Illinois
-$463K -1,746 Closed
MM
497
MQS Management
New York
-$417K -1,572 Closed
CIM
498
Cambria Investment Management
California
-$409K -1,542 Closed
FTDI
499
First Trust Direct Indexing
Massachusetts
-$277K -1,043 Closed
CC
500
Centiva Capital
New York
-$261K -985 Closed

PRI Hedge Fund Activity: Q4 2024 in Review

488 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2024, worth a combined $8.26B — up 1% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PRI positions and 30 closed out — a net gain of 45 holders — while 169 added to existing stakes and 152 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.7M. The largest seller was Brave Warrior Advisors, cutting an estimated $172M.

  • 488 institutional investors held Primerica (PRI) as of Q4 2024, up from 449 in Q3 2024.
  • Funds reported $8.26B of Primerica stock for Q4 2024, up 1% quarter-over-quarter.
  • 75 funds opened new Primerica positions in Q4 2024 and 30 closed out, a net change of +45 holders.
  • The largest Primerica buyer in Q4 2024 was AQR Capital Management, an estimated $23.7M added.
  • The largest Primerica seller in Q4 2024 was Brave Warrior Advisors, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2024.