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Primerica
PRI

310 hedge funds and large institutions have $4.84B invested in Primerica in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $992K

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

5% more funds holding

Funds holding: 296 → 310 (+14)

2% more capital invested

Capital invested by funds: $4.74B → $4.84B (+$107M)

0.51% more ownership

Funds ownership: 88.9% → 89.41% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

26% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 119

Holders
310
Holders Change
+14
Holders Change %
+4.73%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
48
Increased
88
Reduced
119
Closed
24
Calls
$6.93M
Puts
$992K
Net Calls
+$5.94M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.7M
2
Fidelity International
Fidelity International
Bermuda
+$13M
3
UBS AM
UBS AM
Illinois
+$11M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$9.65M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.06M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$26.9M
2
BWA
Brave Warrior Advisors
New York
-$21.2M
3
BAMCO Inc
BAMCO Inc
New York
-$14.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$9.61M
5
State Street
State Street
Massachusetts
-$9.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$11.2M -$69.5K -538 -0.6%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$10.7M -$517K -4,000 -5%
MOACM
53
Mutual of America Capital Management
New York
$10.6M +$260K +2,015 +3%
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$10.6M -$75.3K -583 -0.7%
Swiss National Bank
55
Swiss National Bank
Switzerland
$10.5M +$64.6K +500 +0.6%
AIG
56
American International Group
New York
$10.5M -$67.9K -526 -0.7%
ACM
57
Academy Capital Management
Texas
$10.1M +$1.29M +9,952 +15%
AAM
58
AMI Asset Management
California
$9.3M -$860K -6,657 -9%
PC
59
PhiloSmith Capital
Connecticut
$9.2M -$4.03M -31,200 -31%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$9.07M +$330K +2,557 +4%
Legal & General Group
61
Legal & General Group
United Kingdom
$8.6M +$561K +4,343 +7%
SEI Investments
62
SEI Investments
Pennsylvania
$8.29M +$53.8K +417 +0.7%
Citadel Advisors
63
Citadel Advisors
Florida
$8.2M +$5.28M +40,857 +187%
LCM
64
Logan Capital Management
Pennsylvania
$7.83M -$125K -970 -2%
PFC
65
Phocas Financial Corp
California
$7.59M -$1.89M -14,666 -20%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.58M -$533K -4,128 -7%
Acadian Asset Management
67
Acadian Asset Management
Massachusetts
$7.53M +$3M +23,268 +68%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$7.35M +$409K +3,168 +6%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$7.18M -$330K -2,554 -4%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$6.88M +$387K +2,998 +6%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$6.83M +$199K +1,538 +3%
UBS Group
72
UBS Group
Switzerland
$6.79M +$4.84M +37,480 +258%
WG
73
Winton Group
United Kingdom
$6.57M +$6.49M +50,286 New
PPA
74
Parametric Portfolio Associates
Washington
$6.18M +$148K +1,143 +2%
Morgan Stanley
75
Morgan Stanley
New York
$6.12M +$3.39M +26,222 +127%
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3
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PRI Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2019, worth a combined $4.84B — up 2.3% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PRI positions and 24 closed out — a net gain of 24 holders — while 88 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Ameriprise, cutting an estimated $26.9M.

  • 310 institutional investors held Primerica (PRI) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $4.84B of Primerica stock for Q4 2019, up 2.3% quarter-over-quarter.
  • 48 funds opened new Primerica positions in Q4 2019 and 24 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2019 was Fidelity Investments, an estimated $18.7M added.
  • The largest Primerica seller in Q4 2019 was Ameriprise, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2019.