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Primerica

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.09M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more capital invested

Capital invested by funds: $4.62B → $5.73B (+$1.11B)

10% more funds holding

Funds holding: 320351 (+31)

0.42% more ownership

Funds ownership: 90.91%91.33% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Bridgewater Associates
Connecticut
$5.48M +$5.21M +31,788 New
SEI Investments
77
SEI Investments
Pennsylvania
$5.28M -$165K -1,007 -3%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.92M -$192K -1,170 -4%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$4.68M -$493K -3,010 -10%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$4.67M +$2.54M +15,526 +134%
Citadel Advisors
81
Citadel Advisors
Florida
$4.63M -$3.96M -24,187 -47%
EAM
82
EULAV Asset Management
Florida
$4.44M +$508K +3,100 +14%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$4.4M +$623K +3,801 +17%
AB
84
Amalgamated Bank
New York
$4.37M -$1.18M -7,203 -22%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$4.23M -$4.26K -26 -0.1%
Prudential Financial
86
Prudential Financial
New Jersey
$4M +$4.37M +26,656 +462%
MIM
87
MetLife Investment Management
New Jersey
$3.9M -$99.3K -606 -3%
NW
88
NewEdge Wealth
Pennsylvania
$3.8M -$262K -1,599 -7%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$3.76M -$276K -1,681 -7%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$3.7M -$230K -1,402 -6%
Federated Hermes
91
Federated Hermes
Pennsylvania
$3.61M +$62.1K +379 +2%
CSS
92
Cubist Systematic Strategies
Connecticut
$3.52M +$3.01M +18,375 +882%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$3.37M -$228K -1,391 -7%
YCM
94
Yousif Capital Management
Michigan
$3.33M -$41K -250 -1%
Truist Financial
95
Truist Financial
North Carolina
$3.3M -$462K -2,817 -13%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.27M +$34.7K +212 +1%
Barclays
97
Barclays
United Kingdom
$3.27M +$2.3M +14,008 +282%
Hotchkis & Wiley Capital Management
98
Hotchkis & Wiley Capital Management
California
$3.24M -$49.2K -300 -2%
ACA
99
Aptus Capital Advisors
Alabama
$3.11M +$629K +3,836 +27%
PFO
100
Pathstone Family Office
New Jersey
$3.11M -$2.33M -14,196 -44%

PRI Hedge Fund Activity: Q1 2023 in Review

351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2023, worth a combined $5.73B — up 24% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRI positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Lyrical Asset Management, adding an estimated $114M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 351 institutional investors held Primerica (PRI) as of Q1 2023, up from 320 in Q4 2022.
  • Funds reported $5.73B of Primerica stock for Q1 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Primerica positions in Q1 2023 and 31 closed out, a net change of +34 holders.
  • The largest Primerica buyer in Q1 2023 was Lyrical Asset Management, an estimated $114M added.
  • The largest Primerica seller in Q1 2023 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q1 2023.