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Primerica
PRI

334 hedge funds and large institutions have $4.77B invested in Primerica in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 137 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $4B → $4.77B (+$771M)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.8% more ownership

Funds ownership: 89.49% → 90.3% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% less funds holding

Funds holding: 335 → 334 (-1)

21% less call options, than puts

Call options by funds: $2.64M | Put options by funds: $3.32M

28% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 137

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
99
Reduced
137
Closed
39
Calls
$2.64M
Puts
$3.32M
Net Calls
-$683K
Net Calls Change
-$13.8M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$28M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$23.5M
3
VDI
Vaughan David Investments
Illinois
+$23.5M
4
FMI
Fiduciary Management Inc
Wisconsin
+$16.2M
5
Goldman Sachs
Goldman Sachs
New York
+$15.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$23.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$18.3M
3
Man Group
Man Group
United Kingdom
-$15.7M
4
BAMCO Inc
BAMCO Inc
New York
-$8.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
76
Epoch Investment Partners
New York
$6.26M +$5.87M +46,719 New
Assenagon Asset Management
77
Assenagon Asset Management
Luxembourg
$5.98M +$1.31M +10,466 +31%
CS
78
Credit Suisse
Switzerland
$5.95M +$622K +4,950 +13%
RFC
79
Regions Financial Corp
Alabama
$5.84M -$75.9K -604 -1%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$5.82M +$887K +7,063 +19%
UBS Group
81
UBS Group
Switzerland
$5.64M -$885K -7,042 -14%
PFC
82
Phocas Financial Corp
California
$5.63M -$1.08M -8,564 -17%
SEI Investments
83
SEI Investments
Pennsylvania
$5.33M -$477K -3,798 -9%
ROC
84
Running Oak Capital
Minnesota
$5.28M -$143K -1,140 -3%
MGWM
85
Marks Group Wealth Management
Minnesota
$5.26M +$6.78K +54 +0.1%
Squarepoint
86
Squarepoint
New York
$4.86M +$654K +5,204 +17%
HW
87
Hancock Whitney
Mississippi
$4.8M -$430K -3,420 -9%
Robeco Institutional Asset Management
88
Robeco Institutional Asset Management
Netherlands
$4.69M +$1.01M +8,000 +30%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$4.64M -$650K -5,174 -13%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$4.45M -$775K -6,173 -16%
Renaissance Technologies
91
Renaissance Technologies
New York
$4.45M -$1.46M -11,600 -26%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$4.44M +$168K +1,335 +4%
DCM
93
Dupont Capital Management
Delaware
$4.38M -$1.61M -12,811 -28%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$4.36M -$3.13M -24,914 -43%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$4.32M -$173K -1,374 -4%
TPSF
96
Texas Permanent School Fund
Texas
$4.23M -$673K -5,357 -15%
SGAM
97
Smith Group Asset Management
Texas
$3.88M -$2.1M -16,750 -37%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$3.77M -$2.71M -21,533 -43%
Fiera Capital (Canada)
99
Fiera Capital (Canada)
Quebec, Canada
$3.49M -$48K -382 -1%
First Trust Advisors
100
First Trust Advisors
Illinois
$3.46M +$751K +5,978 +30%
2 3
4
5 6

PRI Hedge Fund Activity: Q4 2020 in Review

334 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2020, worth a combined $4.77B — up 19% from $4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PRI positions and 39 closed out — a net gain of 2 holders — while 99 added to existing stakes and 137 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $28M. The largest seller was Wells Fargo, cutting an estimated $23.5M.

  • 334 institutional investors held Primerica (PRI) as of Q4 2020, down from 335 in Q3 2020.
  • Funds reported $4.77B of Primerica stock for Q4 2020, up 19% quarter-over-quarter.
  • 41 funds opened new Primerica positions in Q4 2020 and 39 closed out, a net change of +2 holders.
  • The largest Primerica buyer in Q4 2020 was Fuller & Thaler Asset Management, an estimated $28M added.
  • The largest Primerica seller in Q4 2020 was Wells Fargo, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2020.