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Primerica
PRI

318 hedge funds and large institutions have $5.45B invested in Primerica in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.26B → $5.45B (+$195M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.13% less ownership

Funds ownership: 90.58% → 90.45% (-0.13%)

1% less funds holding

Funds holding: 321 → 318 (-3)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 117

53% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $3.8M

Holders
318
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
5.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
100
Reduced
117
Closed
30
Calls
$1.79M
Puts
$3.8M
Net Calls
-$2.01M
Net Calls Change
-$274K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.1M
2
FMI
Fiduciary Management Inc
Wisconsin
+$29.1M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$20.6M
4
State Street
State Street
Massachusetts
+$17.3M
5
AII
AGF Investments Inc
Ontario, Canada
+$15.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$35.9M
2
Macquarie Group
Macquarie Group
Australia
-$22.8M
3
Wells Fargo
Wells Fargo
California
-$16.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.7M
5
Lazard Asset Management
Lazard Asset Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$5.95M -$9.47K -60 -0.2%
UBS Group
77
UBS Group
Switzerland
$5.85M +$189K +1,198 +3%
MGWM
78
Marks Group Wealth Management
Minnesota
$5.82M -$40.4K -256 -0.7%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$5.75M -$123K -780 -2%
Barclays
80
Barclays
United Kingdom
$5.64M +$390K +2,469 +7%
SOADOR
81
State of Alaska Department of Revenue
Alaska
$5.45M -$10.9K -69 -0.2%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$5.32M +$3.15M +19,978 +139%
AB
83
Amalgamated Bank
New York
$4.88M +$3.99M +25,259 +382%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$4.76M -$55.9K -354 -1%
TPSF
85
Texas Permanent School Fund
Texas
$4.5M -$632 -4 -0%
Jennison Associates
86
Jennison Associates
New York
$4.49M -$238K -1,506 -5%
HW
87
Hancock Whitney
Mississippi
$4.19M -$565K -3,577 -12%
Truist Financial
88
Truist Financial
North Carolina
$3.75M +$439K +2,783 +13%
Federated Hermes
89
Federated Hermes
Pennsylvania
$3.69M +$188K +1,190 +5%
DCM
90
Dupont Capital Management
Delaware
$3.65M +$56.1K +355 +2%
AIM
91
Artemis Investment Management
United Kingdom
$3.58M -$2.58M -16,319 -41%
Citigroup
92
Citigroup
New York
$3.51M -$104K -660 -3%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.42M +$43.9K +278 +1%
Rafferty Asset Management
94
Rafferty Asset Management
New York
$3.4M +$376K +2,380 +12%
GIP
95
Granite Investment Partners
California
$3.26M +$38.2K +242 +1%
Comerica Bank
96
Comerica Bank
Texas
$3.25M -$66.9K -424 -2%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$3.22M -$1.43M -9,029 -30%
PFC
98
Phocas Financial Corp
California
$3.17M -$3.14M -19,883 -49%
Millennium Management
99
Millennium Management
New York
$3.08M -$1.2M -7,589 -27%
BPIM
100
Brant Point Investment Management
New York
$3.05M -$4.77M -30,224 -60%
2 3
4
5 6

PRI Hedge Fund Activity: Q2 2021 in Review

318 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2021, worth a combined $5.45B — up 3.7% from $5.26B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PRI and 29 opened new positions — a net loss of 1 holder — while 117 trimmed existing stakes and 100 added.

The largest buyer was Fidelity Investments, adding an estimated $94.1M. The largest seller was BlackRock, cutting an estimated $35.9M.

  • 318 institutional investors held Primerica (PRI) as of Q2 2021, down from 321 in Q1 2021.
  • Funds reported $5.45B of Primerica stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 29 funds opened new Primerica positions in Q2 2021 and 30 closed out, a net change of -1 holder.
  • The largest Primerica buyer in Q2 2021 was Fidelity Investments, an estimated $94.1M added.
  • The largest Primerica seller in Q2 2021 was BlackRock, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2021.