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Primerica
PRI

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.45B → $5.47B (+$20.8M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.21% less ownership

Funds ownership: 90.45% → 90.25% (-0.21%)

5% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 110

3% less funds holding

Funds holding: 318 → 308 (-10)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

51% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $2.69M

Holders
308
Holders Change
-10
Holders Change %
-3.14%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
27
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.1M
2
SW
SVB Wealth
Massachusetts
+$19.3M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$12.3M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$4.94M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$4.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$32.6M
2
UBS AM
UBS AM
Illinois
-$14.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$11M
5
Brown Advisory
Brown Advisory
Maryland
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$10.9M +$704K +4,733 +7%
Stifel Financial
52
Stifel Financial
Missouri
$10.7M +$1.02M +6,876 +11%
WCM Investment Management
53
WCM Investment Management
California
$10.7M +$73.5K +494 +0.7%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$10.5M -$219K -1,474 -2%
AIG
55
American International Group
New York
$10.4M -$310K -2,085 -3%
Ameriprise
56
Ameriprise
Minnesota
$10.4M -$580K -3,898 -5%
PP
57
Prospector Partners
Connecticut
$9.84M -$320K -2,150 -3%
TD Asset Management
58
TD Asset Management
Ontario, Canada
$9.7M +$42.7K +287 +0.5%
EIP
59
Epoch Investment Partners
New York
$8.94M – – –
Legal & General Group
60
Legal & General Group
United Kingdom
$8.62M +$330K +2,216 +4%
LCM
61
Logan Capital Management
Pennsylvania
$8.3M +$151K +1,015 +2%
AAM
62
AMI Asset Management
California
$8.16M +$222K +1,491 +3%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$7.89M +$266K +1,789 +4%
PL
64
Parkwood LLC
Ohio
$7.83M +$553K +3,718 +8%
Morgan Stanley
65
Morgan Stanley
New York
$7.71M -$969K -6,511 -11%
NIG
66
NFJ Investment Group
Texas
$7.56M -$50.3K -338 -0.7%
RFC
67
Regions Financial Corp
Alabama
$7.41M +$356K +2,390 +5%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$7.21M +$20.4K +137 +0.3%
CS
69
Credit Suisse
Switzerland
$7.15M +$196K +1,317 +3%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.99M +$338K +2,268 +5%
Macquarie Group
71
Macquarie Group
Australia
$6.88M -$64.3K -432 -1%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$6.21M -$19.3K -130 -0.3%
MGWM
73
Marks Group Wealth Management
Minnesota
$5.88M +$42.1K +283 +0.7%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$5.77M – – –
SEI Investments
75
SEI Investments
Pennsylvania
$5.75M -$199K -1,335 -3%
1 2
3
4 5

PRI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2021, worth a combined $5.47B — up 0.38% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PRI and 23 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $32.6M.

  • 308 institutional investors held Primerica (PRI) as of Q3 2021, down from 318 in Q2 2021.
  • Funds reported $5.47B of Primerica stock for Q3 2021, up 0.38% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q3 2021 and 27 closed out, a net change of -4 holders.
  • The largest Primerica buyer in Q3 2021 was Fidelity Investments, an estimated $65.1M added.
  • The largest Primerica seller in Q3 2021 was Goldman Sachs, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2021.