We are live on ! Find out more
PRI icon

Primerica

170 hedge funds and large institutions have $2.11B invested in Primerica in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

67% more call options, than puts

Call options by funds: $215K | Put options by funds: $129K

9% more funds holding

Funds holding: 156170 (+14)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

3% more capital invested

Capital invested by funds: $2.04B → $2.11B (+$69.7M)

1.73% less ownership

Funds ownership: 92.78%91.05% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
170
Holders Change
+14
Holders Change %
+8.97%
% of All Funds
4.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
66
Reduced
62
Closed
10
Calls
$215K
Puts
$129K
Net Calls
+$86K
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$5.15M -$380K -8,959 -7%
Deutsche Bank
52
Deutsche Bank
Germany
$4.93M -$676K -15,940 -12%
AllianceBernstein
53
AllianceBernstein
Tennessee
$4.89M -$9.33K -220 -0.2%
Millennium Management
54
Millennium Management
New York
$4.63M +$4.57M +107,794 New
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$4.55M -$144K -3,401 -3%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$4.43M +$29.7K +700 +0.7%
AQR Capital Management
57
AQR Capital Management
Connecticut
$4.38M -$799K -18,844 -16%
Invesco
58
Invesco
Georgia
$4.3M +$1.06M +24,902 +33%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$4.17M -$13.6M -321,518 -77%
Morgan Stanley
60
Morgan Stanley
New York
$3.89M +$3M +70,666 +352%
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$3.8M +$12.4K +293 +0.3%
American Century Companies
62
American Century Companies
Missouri
$3.7M -$1.1M -25,914 -23%
TA
63
Teachers Advisors
New York
$3.56M +$141K +3,320 +4%
Macquarie Group
64
Macquarie Group
Australia
$3.28M +$306K +7,215 +10%
PPA
65
Parametric Portfolio Associates
Washington
$3.12M +$290K +6,833 +10%
Citigroup
66
Citigroup
New York
$2.98M +$2.15M +50,738 +270%
Prudential Financial
67
Prudential Financial
New Jersey
$2.88M +$517K +12,200 +22%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$2.88M
ACM
69
Academy Capital Management
Texas
$2.88M
CS
70
Credit Suisse
Switzerland
$2.86M +$1.11M +26,108 +64%
WCM
71
Winton Capital Management
United Kingdom
$2.79M +$969K +22,855 +54%
DIA
72
Dean Investment Associates
Ohio
$2.53M -$9.29K -219 -0.4%
TPSF
73
Texas Permanent School Fund
Texas
$2.48M -$9.24K -218 -0.4%
ProShare Advisors
74
ProShare Advisors
Maryland
$2.46M +$58.8K +1,386 +2%
HPCM
75
High Pointe Capital Management
Illinois
$2.45M

PRI Hedge Fund Activity: Q4 2013 in Review

170 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2013, worth a combined $2.11B — up 3.4% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PRI positions and 10 closed out — a net gain of 14 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $51.4M sold.

  • 170 institutional investors held Primerica (PRI) as of Q4 2013, up from 156 in Q3 2013.
  • Funds reported $2.11B of Primerica stock for Q4 2013, up 3.4% quarter-over-quarter.
  • 24 funds opened new Primerica positions in Q4 2013 and 10 closed out, a net change of +14 holders.
  • The largest Primerica buyer in Q4 2013 was Victory Capital Management, an estimated $10.2M added.
  • The largest Primerica seller in Q4 2013 was Capital Research Global Investors, an estimated $51.4M sold.

Based on aggregated 13F filings for Q4 2013.