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Primerica

170 hedge funds and large institutions have $2.11B invested in Primerica in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

67% more call options, than puts

Call options by funds: $215K | Put options by funds: $129K

9% more funds holding

Funds holding: 156170 (+14)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

3% more capital invested

Capital invested by funds: $2.04B → $2.11B (+$69.7M)

1.73% less ownership

Funds ownership: 92.78%91.05% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
170
Holders Change
+14
Holders Change %
+8.97%
% of All Funds
4.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
66
Reduced
62
Closed
10
Calls
$215K
Puts
$129K
Net Calls
+$86K
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Shell Asset Management
Netherlands
$2.18M +$349K +8,232 +19%
NTCOC
77
Northern Trust Company of Connecticut
Connecticut
$2.13M -$167K -3,930 -7%
First Trust Advisors
78
First Trust Advisors
Illinois
$2.1M +$228K +5,375 +12%
Swiss National Bank
79
Swiss National Bank
Switzerland
$2.05M -$38.2K -900 -2%
Comerica Bank
80
Comerica Bank
Texas
$1.81M +$5.51K +130 +0.3%
U
81
UBS
Switzerland
$1.78M +$402K +9,474 +30%
MAA
82
Managed Account Advisors
New Jersey
$1.74M -$81.6K -1,925 -5%
ASRS
83
Arizona State Retirement System
Arizona
$1.71M -$110K -2,600 -6%
SO
84
STRS Ohio
Ohio
$1.55M -$310K -7,300 -17%
BA
85
BlackRock Advisors
Delaware
$1.55M +$103K +2,435 +7%
Barclays
86
Barclays
United Kingdom
$1.53M +$183K +4,324 +13%
MOACM
87
Mutual of America Capital Management
New York
$1.45M +$34.1K +804 +2%
AG
88
Aperio Group
California
$1.4M -$1.36M -32,112 Closed
CCMG
89
Clark Capital Management Group
Pennsylvania
$1.39M +$1.37M +32,303 New
KeyBank National Association
90
KeyBank National Association
Ohio
$1.27M +$508K +11,975 +68%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$1.27M -$26.7K -629 -2%
Bank of America
92
Bank of America
North Carolina
$1.25M +$78.8K +1,857 +7%
Robeco Institutional Asset Management
93
Robeco Institutional Asset Management
Netherlands
$1.22M
CF
94
CNA Financial
Illinois
$1.17M -$139K -3,275 -11%
SOMRS
95
State of Michigan Retirement System
Michigan
$1.1M +$8.48K +200 +0.8%
UBS AM
96
UBS AM
Illinois
$1.08M -$144K -3,400 -12%
Los Angeles Capital Management
97
Los Angeles Capital Management
California
$1.03M
SCM
98
Stevens Capital Management
Pennsylvania
$1M +$991K +23,375 New
BG
99
BlackRock Group
United Kingdom
$996K +$177K +4,169 +22%
PI
100
Placemark Investments
Illinois
$993K +$18.2K +428 +2%

PRI Hedge Fund Activity: Q4 2013 in Review

170 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2013, worth a combined $2.11B — up 3.4% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PRI positions and 10 closed out — a net gain of 14 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $51.4M sold.

  • 170 institutional investors held Primerica (PRI) as of Q4 2013, up from 156 in Q3 2013.
  • Funds reported $2.11B of Primerica stock for Q4 2013, up 3.4% quarter-over-quarter.
  • 24 funds opened new Primerica positions in Q4 2013 and 10 closed out, a net change of +14 holders.
  • The largest Primerica buyer in Q4 2013 was Victory Capital Management, an estimated $10.2M added.
  • The largest Primerica seller in Q4 2013 was Capital Research Global Investors, an estimated $51.4M sold.

Based on aggregated 13F filings for Q4 2013.