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Primerica

285 hedge funds and large institutions have $4.22B invested in Primerica in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

65% more call options, than puts

Call options by funds: $7.69M | Put options by funds: $4.65M

16% more capital invested

Capital invested by funds: $3.63B → $4.22B (+$593M)

10% more funds holding

Funds holding: 258285 (+27)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.33% less ownership

Funds ownership: 99.26%93.93% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
285
Holders Change
+27
Holders Change %
+10.47%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
81
Reduced
107
Closed
25
Calls
$7.69M
Puts
$4.65M
Net Calls
+$3.04M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
76
Renaissance Technologies
New York
$5.71M +$5.36M +56,250 New
Legal & General Group
77
Legal & General Group
United Kingdom
$5.51M -$59.3K -622 -1%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$5.01M -$2.49M -26,166 -35%
MIM
79
MetLife Investment Management
New Jersey
$4.86M +$4.56M +47,827 New
SGAM
80
Smith Group Asset Management
Texas
$4.18M -$632K -6,630 -14%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$4.06M -$2.86M -30,000 -43%
Canada Life
82
Canada Life
Manitoba, Canada
$4.03M -$95.3K -1,000 -2%
EA
83
Evanston Advisors
Illinois
$3.87M -$161K -1,687 -4%
Comerica Bank
84
Comerica Bank
Texas
$3.75M -$27.6K -290 -0.8%
MOACM
85
Mutual of America Capital Management
New York
$3.7M -$62.9K -660 -2%
YP
86
Yellowstone Partners
Idaho
$3.7M -$297K -3,116 -8%
Prudential Financial
87
Prudential Financial
New Jersey
$3.4M -$165K -1,731 -5%
RFC
88
Regions Financial Corp
Alabama
$3.35M -$83K -871 -3%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$3.29M +$49.3K +517 +2%
ASRS
90
Arizona State Retirement System
Arizona
$3.23M +$611K +6,414 +25%
First Trust Advisors
91
First Trust Advisors
Illinois
$3.11M +$862K +9,044 +42%
TPSF
92
Texas Permanent School Fund
Texas
$3.04M -$272K -2,858 -9%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$3.01M -$296K -3,102 -9%
DIA
94
Dana Investment Advisors
Wisconsin
$2.98M -$482K -5,060 -15%
UBS AM
95
UBS AM
Illinois
$2.96M +$77.7K +815 +3%
AG
96
Aperio Group
California
$2.92M +$96.9K +1,017 +4%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$2.9M +$201K +2,111 +8%
DWA
98
Dorsey Wright & Associates
California
$2.8M +$652K +6,848 +33%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$2.63M -$213K -2,240 -8%
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$2.56M -$11.1M -116,709 -82%

PRI Hedge Fund Activity: Q4 2017 in Review

285 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2017, worth a combined $4.22B — up 16% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 25 closed out — a net gain of 27 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $12.7M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $95.4M.

  • 285 institutional investors held Primerica (PRI) as of Q4 2017, up from 258 in Q3 2017.
  • Funds reported $4.22B of Primerica stock for Q4 2017, up 16% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2017 and 25 closed out, a net change of +27 holders.
  • The largest Primerica buyer in Q4 2017 was Schroder Investment Management Group, an estimated $12.7M added.
  • The largest Primerica seller in Q4 2017 was Ruane, Cunniff & Goldfarb, an estimated $95.4M sold.

Based on aggregated 13F filings for Q4 2017.