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Primerica

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

9% more funds holding

Funds holding: 308337 (+29)

0.31% less ownership

Funds ownership: 90.25%89.94% (-0.31%)

1% less capital invested

Capital invested by funds: $5.47B → $5.44B (-$36.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

69% less call options, than puts

Call options by funds: $720K | Put options by funds: $2.35M

Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$11M +$236K +1,491 +2%
AIG
52
American International Group
New York
$10.2M -$189K -1,193 -2%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$10.1M +$451K +2,846 +5%
PP
54
Prospector Partners
Connecticut
$9.88M +$71.4K +450 +0.7%
EIP
55
Epoch Investment Partners
New York
$9.13M +$222K +1,403 +2%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$8.75M -$1.76M -11,127 -16%
Legal & General Group
57
Legal & General Group
United Kingdom
$8.67M +$76.9K +485 +0.9%
Axa
58
Axa
France
$8.46M -$2.95M -18,600 -25%
LCM
59
Logan Capital Management
Pennsylvania
$8.14M -$144K -907 -2%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$8.09M +$227K +1,429 +3%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$7.93M -$4.11M -25,895 -33%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$7.85M +$2.19M +13,832 +37%
RFC
63
Regions Financial Corp
Alabama
$7.74M +$359K +2,265 +5%
PL
64
Parkwood LLC
Ohio
$7.7M -$114K -716 -1%
Morgan Stanley
65
Morgan Stanley
New York
$7.6M -$99.3K -626 -1%
CS
66
Credit Suisse
Switzerland
$7.21M +$77.2K +487 +1%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$7.19M +$793 +5 +0%
Macquarie Group
68
Macquarie Group
Australia
$6.83M -$31.6K -199 -0.4%
AAM
69
AMI Asset Management
California
$6.73M -$1.46M -9,197 -17%
NIG
70
NFJ Investment Group
Texas
$6.42M -$1.16M -7,342 -15%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$6.11M -$84.2K -531 -1%
MGWM
72
Marks Group Wealth Management
Minnesota
$6.01M +$173K +1,091 +3%
UBS Group
73
UBS Group
Switzerland
$5.82M +$553K +3,485 +10%
SEI Investments
74
SEI Investments
Pennsylvania
$5.72M -$8.88K -56 -0.1%
SOADOR
75
State of Alaska Department of Revenue
Alaska
$5.46M +$27.6K +174 +0.5%

PRI Hedge Fund Activity: Q4 2021 in Review

337 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2021, worth a combined $5.44B — down 0.67% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PRI positions and 22 closed out — a net gain of 33 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Cantillon Capital Management, cutting an estimated $39.3M.

  • 337 institutional investors held Primerica (PRI) as of Q4 2021, up from 308 in Q3 2021.
  • Funds reported $5.44B of Primerica stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 55 funds opened new Primerica positions in Q4 2021 and 22 closed out, a net change of +33 holders.
  • The largest Primerica buyer in Q4 2021 was Fidelity Investments, an estimated $48.3M added.
  • The largest Primerica seller in Q4 2021 was Cantillon Capital Management, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2021.