We are live on ! Find out more
PRI icon

Primerica

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $2.85M

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

14% more capital invested

Capital invested by funds: $5.73B → $6.52B (+$785M)

12.57% more ownership

Funds ownership: 91.33%103.9% (+13%)

3% more funds holding

Funds holding: 351363 (+12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 135

Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.5M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.34M -$286K -1,560 -5%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$5.02M -$324K -1,762 -6%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$5M -$76.9K -419 -2%
AB
79
Amalgamated Bank
New York
$4.99M -$25.3K -138 -0.5%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$4.86M +$4.04K +22 +0.1%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$4.78M -$545K -2,966 -11%
Jane Street
82
Jane Street
New York
$4.69M +$3.2M +17,442 +279%
MIM
83
MetLife Investment Management
New Jersey
$4.49M +$12.7K +69 +0.3%
Bank of America
84
Bank of America
North Carolina
$4.43M -$6.03M -32,860 -59%
ACA
85
Aptus Capital Advisors
Alabama
$4.39M +$752K +4,095 +23%
NW
86
NewEdge Wealth
Pennsylvania
$4.31M -$49.8K -271 -1%
VAS
87
Vestmark Advisory Solutions
Massachusetts
$4.29M -$23.1K -126 -0.6%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$4.25M
Federated Hermes
89
Federated Hermes
Pennsylvania
$4.11M -$35.6K -194 -0.9%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$3.91M +$1.07M +5,834 +42%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$3.86M
Hotchkis & Wiley Capital Management
92
Hotchkis & Wiley Capital Management
California
$3.82M +$93.7K +510 +3%
KWM
93
Kingsview Wealth Management
Oregon
$3.69M +$2.33M +12,677 +211%
YCM
94
Yousif Capital Management
Michigan
$3.61M -$200K -1,088 -6%
Truist Financial
95
Truist Financial
North Carolina
$3.49M -$276K -1,505 -8%
HighTower Advisors
96
HighTower Advisors
Illinois
$3.48M +$2M +10,881 +162%
COPPSERS
97
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.46M +$164K +892 +5%
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
$3.39M -$4.22K -23 -0.1%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.38M -$353K -1,924 -10%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$3.38M +$594K +3,236 +23%

PRI Hedge Fund Activity: Q2 2023 in Review

363 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2023, worth a combined $6.52B — up 14% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRI positions and 39 closed out — a net gain of 12 holders — while 105 added to existing stakes and 135 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $835M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.8M.

  • 363 institutional investors held Primerica (PRI) as of Q2 2023, up from 351 in Q1 2023.
  • Funds reported $6.52B of Primerica stock for Q2 2023, up 14% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q2 2023 and 39 closed out, a net change of +12 holders.
  • The largest Primerica buyer in Q2 2023 was EP Wealth Advisors, an estimated $835M added.
  • The largest Primerica seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.