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Primerica

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $2.85M

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

14% more capital invested

Capital invested by funds: $5.73B → $6.52B (+$785M)

12.57% more ownership

Funds ownership: 91.33%103.9% (+13%)

3% more funds holding

Funds holding: 351363 (+12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 135

Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.5M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$12.2M -$781K -4,255 -6%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$11.7M +$2.31M +12,553 +27%
GLA
53
Great Lakes Advisors
Illinois
$11.6M +$115K +624 +1%
MOACM
54
Mutual of America Capital Management
New York
$11M -$878K -4,783 -8%
AIG
55
American International Group
New York
$10.9M -$379K -2,063 -4%
LCM
56
Logan Capital Management
Pennsylvania
$10.4M +$2.39K +13 +0%
PL
57
Parkwood LLC
Ohio
$10.2M +$664K +3,614 +8%
RFC
58
Regions Financial Corp
Alabama
$9.74M +$216K +1,176 +2%
Bessemer Group
59
Bessemer Group
New Jersey
$9.72M -$1.26M -6,848 -12%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$9.23M -$281K -1,528 -3%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$8.8M -$703K -3,828 -8%
Barclays
62
Barclays
United Kingdom
$8.49M +$4.4M +23,956 +126%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$8.19M -$144K -782 -2%
ROC
64
Running Oak Capital
Minnesota
$7.85M -$1.29M -7,018 -15%
Franklin Resources
65
Franklin Resources
California
$7.49M +$6.67M +36,315 +2,300%
MGWM
66
Marks Group Wealth Management
Minnesota
$7.43M -$1.86M -10,131 -21%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$7.21M -$231K -1,259 -3%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$6.99M +$529K +2,879 +9%
Canada Life
69
Canada Life
Manitoba, Canada
$6.38M -$35.6K -194 -0.6%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$6.36M -$107K -584 -2%
SEI Investments
71
SEI Investments
Pennsylvania
$6.34M +$258K +1,405 +5%
TPSF
72
Texas Permanent School Fund
Texas
$6.31M -$219K -1,194 -4%
BMSSC
73
B. Metzler seel. Sohn & Co
Germany
$6.02M +$2.98M +16,241 +115%
Axa
74
Axa
France
$5.99M +$5.56M +30,300 New
EAM
75
EULAV Asset Management
Florida
$5.38M +$257K +1,400 +5%

PRI Hedge Fund Activity: Q2 2023 in Review

363 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2023, worth a combined $6.52B — up 14% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRI positions and 39 closed out — a net gain of 12 holders — while 105 added to existing stakes and 135 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $835M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.8M.

  • 363 institutional investors held Primerica (PRI) as of Q2 2023, up from 351 in Q1 2023.
  • Funds reported $6.52B of Primerica stock for Q2 2023, up 14% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q2 2023 and 39 closed out, a net change of +12 holders.
  • The largest Primerica buyer in Q2 2023 was EP Wealth Advisors, an estimated $835M added.
  • The largest Primerica seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.