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Primerica
PRI

335 hedge funds and large institutions have $4B invested in Primerica in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,179% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $1.11M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

12% more funds holding

Funds holding: 300 → 335 (+35)

1.48% more ownership

Funds ownership: 88.01% → 89.49% (+1.5%)

5% less capital invested

Capital invested by funds: $4.18B → $4B (-$189M)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 118

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
335
Holders Change
+35
Holders Change %
+11.67%
% of All Funds
6.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
62
Increased
101
Reduced
118
Closed
24
Calls
$14.2M
Puts
$1.11M
Net Calls
+$13.1M
Net Calls Change
+$12.7M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$22.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16.7M
3
BWA
Brave Warrior Advisors
New York
+$14.1M
4
AII
AGF Investments Inc
Ontario, Canada
+$14M
5
MWNA
Marshall Wace North America
New York
+$13.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$83.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$41M
3
BlackRock
BlackRock
New York
-$26.6M
4
State Street
State Street
Massachusetts
-$12.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Artemis Investment Management
United Kingdom
$5.5M -$2.77M -22,818 -32%
PCM
77
Penn Capital Management
Pennsylvania
$5.36M -$191K -1,576 -3%
SGAM
78
Smith Group Asset Management
Texas
$5.17M -$7.29K -60 -0.1%
DCM
79
Dupont Capital Management
Delaware
$5.15M +$239K +1,964 +5%
Renaissance Technologies
80
Renaissance Technologies
New York
$5.07M +$2.44M +20,100 +81%
RFC
81
Regions Financial Corp
Alabama
$5M +$198K +1,630 +4%
SEI Investments
82
SEI Investments
Pennsylvania
$4.93M -$2.17M -17,877 -29%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$4.8M +$1.26M +10,335 +32%
CSS
84
Cubist Systematic Strategies
Connecticut
$4.72M +$2.25M +18,513 +80%
ROC
85
Running Oak Capital
Minnesota
$4.59M -$136K -1,119 -3%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$4.51M +$272K +2,240 +6%
CS
87
Credit Suisse
Switzerland
$4.46M -$707K -5,822 -13%
HW
88
Hancock Whitney
Mississippi
$4.44M -$616K -5,071 -11%
MGWM
89
Marks Group Wealth Management
Minnesota
$4.44M -$170K -1,398 -3%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$4.41M -$134K -1,107 -3%
TPSF
91
Texas Permanent School Fund
Texas
$4.18M +$571K +4,696 +15%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$4.12M +$121 +1 +0%
Two Sigma Investments
93
Two Sigma Investments
New York
$4.02M +$2.4M +19,754 +125%
Hudson Bay Capital Management
94
Hudson Bay Capital Management
Connecticut
$3.96M +$4.25M +35,000 New
Assenagon Asset Management
95
Assenagon Asset Management
Luxembourg
$3.87M +$4.15M +34,165 New
KBC Group
96
KBC Group
Belgium
$3.82M – – –
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$3.8M -$241K -1,985 -6%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$3.6M +$821K +6,757 +27%
Squarepoint
99
Squarepoint
New York
$3.52M +$1.35M +11,117 +56%
AQR Capital Management
100
AQR Capital Management
Connecticut
$3.37M -$1.01M -8,344 -22%
2 3
4
5 6

PRI Hedge Fund Activity: Q3 2020 in Review

335 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2020, worth a combined $4B — down 4.5% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new PRI positions and 24 closed out — a net gain of 38 holders — while 101 added to existing stakes and 118 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $22.5M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $83.5M.

  • 335 institutional investors held Primerica (PRI) as of Q3 2020, up from 300 in Q2 2020.
  • Funds reported $4B of Primerica stock for Q3 2020, down 4.5% quarter-over-quarter.
  • 62 funds opened new Primerica positions in Q3 2020 and 24 closed out, a net change of +38 holders.
  • The largest Primerica buyer in Q3 2020 was Fiduciary Management Inc, an estimated $22.5M added.
  • The largest Primerica seller in Q3 2020 was Kayne Anderson Rudnick Investment Management, an estimated $83.5M sold.

Based on aggregated 13F filings for Q3 2020.