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Primerica

172 hedge funds and large institutions have $2.5B invested in Primerica in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.66% more ownership

Funds ownership: 92.7%95.37% (+2.7%)

4% more capital invested

Capital invested by funds: $2.39B → $2.5B (+$101M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 174172 (-2)

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
51
Reduced
77
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
76
UBS
Switzerland
$2.32M +$702K +15,299 +46%
ROTUOC
77
Regents of the University of California
California
$2.16M +$2.08M +45,224 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.94M +$1.5M +32,592 +408%
Comerica Bank
79
Comerica Bank
Texas
$1.91M -$138K -3,003 -7%
MAA
80
Managed Account Advisors
New Jersey
$1.89M -$40.1K -873 -2%
ASRS
81
Arizona State Retirement System
Arizona
$1.76M +$18.4K +400 +1%
SCM
82
Sterling Capital Management
North Carolina
$1.57M +$38.9K +847 +3%
BA
83
BlackRock Advisors
Delaware
$1.5M -$299K -6,523 -17%
KeyBank National Association
84
KeyBank National Association
Ohio
$1.5M -$15.8K -345 -1%
Barclays
85
Barclays
United Kingdom
$1.49M +$380K +8,285 +35%
SO
86
STRS Ohio
Ohio
$1.49M -$91.8K -2,000 -6%
First Trust Advisors
87
First Trust Advisors
Illinois
$1.44M -$1.55M -33,845 -53%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$1.42M
SAM
89
Symphony Asset Management
California
$1.39M +$326K +7,095 +32%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$1.36M
UBS AM
91
UBS AM
Illinois
$1.33M +$32.1K +700 +3%
CF
92
CNA Financial
Illinois
$1.31M
Stifel Financial
93
Stifel Financial
Missouri
$1.27M +$1.22M +26,495 New
SOMRS
94
State of Michigan Retirement System
Michigan
$1.23M -$13.8K -300 -1%
AG
95
Aperio Group
California
$1.18M +$22.3K +486 +2%
RFC
96
Regions Financial Corp
Alabama
$1.15M +$1.1M +23,999 New
N
97
Nuveen
North Carolina
$1.07M -$15.7K -343 -2%
DIA
98
Dana Investment Advisors
Wisconsin
$1.05M +$1M +21,889 New
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$1.04M -$105K -2,280 -9%
MSA
100
Mason Street Advisors
Wisconsin
$1.01M -$34.4K -749 -3%

PRI Hedge Fund Activity: Q2 2014 in Review

172 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2014, worth a combined $2.5B — up 4.2% from $2.39B a quarter earlier.

Fund positioning in PRI was balanced in Q2 2014: 23 funds opened new positions, 23 closed out, 51 added to existing stakes and 77 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $75.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $9.82M.

  • 172 institutional investors held Primerica (PRI) as of Q2 2014, down from 174 in Q1 2014.
  • Funds reported $2.5B of Primerica stock for Q2 2014, up 4.2% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q2 2014 and 23 closed out, a net change of 0 holders.
  • The largest Primerica buyer in Q2 2014 was Kayne Anderson Rudnick Investment Management, an estimated $75.9M added.
  • The largest Primerica seller in Q2 2014 was D.E. Shaw & Co, an estimated $9.82M sold.

Based on aggregated 13F filings for Q2 2014.