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Primerica
PRI

318 hedge funds and large institutions have $5.45B invested in Primerica in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.26B → $5.45B (+$195M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.13% less ownership

Funds ownership: 90.58% → 90.45% (-0.13%)

1% less funds holding

Funds holding: 321 → 318 (-3)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 117

53% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $3.8M

Holders
318
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
5.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
100
Reduced
117
Closed
30
Calls
$1.79M
Puts
$3.8M
Net Calls
-$2.01M
Net Calls Change
-$274K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.1M
2
FMI
Fiduciary Management Inc
Wisconsin
+$29.1M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$20.6M
4
State Street
State Street
Massachusetts
+$17.3M
5
AII
AGF Investments Inc
Ontario, Canada
+$15.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$35.9M
2
Macquarie Group
Macquarie Group
Australia
-$22.8M
3
Wells Fargo
Wells Fargo
California
-$16.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.7M
5
Lazard Asset Management
Lazard Asset Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$10.2M +$387K +2,453 +4%
PP
52
Prospector Partners
Connecticut
$10.1M -$55.3K -350 -0.5%
Stifel Financial
53
Stifel Financial
Missouri
$9.66M +$205K +1,300 +2%
Citadel Advisors
54
Citadel Advisors
Florida
$9.4M +$8.67M +54,915 +852%
PAM
55
Panagora Asset Management
Massachusetts
$9.36M +$6.73M +42,639 +230%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$9.19M +$251K +1,590 +3%
Axa
57
Axa
France
$9.08M +$9.36M +59,303 New
EIP
58
Epoch Investment Partners
New York
$8.91M +$90.3K +572 +1%
Morgan Stanley
59
Morgan Stanley
New York
$8.69M -$803K -5,084 -8%
Robeco Institutional Asset Management
60
Robeco Institutional Asset Management
Netherlands
$8.42M – – –
Legal & General Group
61
Legal & General Group
United Kingdom
$8.25M -$2M -12,684 -19%
LCM
62
Logan Capital Management
Pennsylvania
$8.11M +$138K +875 +2%
AAM
63
AMI Asset Management
California
$7.9M +$123K +778 +2%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$7.87M -$123K -781 -1%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$7.87M +$4.11K +26 +0.1%
KBC Group
66
KBC Group
Belgium
$7.82M +$1.83M +11,598 +29%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$7.59M +$823K +5,210 +12%
NIG
68
NFJ Investment Group
Texas
$7.59M -$379K -2,402 -5%
PL
69
Parkwood LLC
Ohio
$7.24M -$1.51M -9,542 -17%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$7.16M -$593K -3,758 -7%
RFC
71
Regions Financial Corp
Alabama
$7.02M +$213K +1,346 +3%
CS
72
Credit Suisse
Switzerland
$6.93M -$319K -2,021 -4%
Macquarie Group
73
Macquarie Group
Australia
$6.93M -$22.8M -144,238 -76%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.62M -$151K -957 -2%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$6.21M -$122K -770 -2%
1 2
3
4 5

PRI Hedge Fund Activity: Q2 2021 in Review

318 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2021, worth a combined $5.45B — up 3.7% from $5.26B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PRI and 29 opened new positions — a net loss of 1 holder — while 117 trimmed existing stakes and 100 added.

The largest buyer was Fidelity Investments, adding an estimated $94.1M. The largest seller was BlackRock, cutting an estimated $35.9M.

  • 318 institutional investors held Primerica (PRI) as of Q2 2021, down from 321 in Q1 2021.
  • Funds reported $5.45B of Primerica stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 29 funds opened new Primerica positions in Q2 2021 and 30 closed out, a net change of -1 holder.
  • The largest Primerica buyer in Q2 2021 was Fidelity Investments, an estimated $94.1M added.
  • The largest Primerica seller in Q2 2021 was BlackRock, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2021.