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Primerica

174 hedge funds and large institutions have $2.39B invested in Primerica in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,669% more call options, than puts

Call options by funds: $867K | Put options by funds: $49K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $2.11B → $2.39B (+$282M)

2% more funds holding

Funds holding: 170174 (+4)

1.65% more ownership

Funds ownership: 91.05%92.7% (+1.7%)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

Holders
174
Holders Change
+4
Holders Change %
+2.35%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
63
Reduced
64
Closed
16
Calls
$867K
Puts
$49K
Net Calls
+$818K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$1.14M
BG
102
BlackRock Group
United Kingdom
$1.11M +$12.5K +282 +1%
Barclays
103
Barclays
United Kingdom
$1.1M -$579K -13,028 -36%
Bank of America
104
Bank of America
North Carolina
$1.07M -$289K -6,507 -22%
TC
105
TFS Capital
Pennsylvania
$1.07M +$354K +7,956 +54%
N
106
Nuveen
North Carolina
$1.07M
Invesco
107
Invesco
Georgia
$1.04M -$3.47M -78,151 -78%
SAM
108
Symphony Asset Management
California
$1.03M +$484K +10,881 +98%
MSA
109
Mason Street Advisors
Wisconsin
$1.03M +$7.51K +169 +0.8%
Citigroup
110
Citigroup
New York
$998K -$2.15M -48,313 -70%
PIP
111
Palisades Investment Partners
California
$981K +$925K +20,823 New
Legal & General Group
112
Legal & General Group
United Kingdom
$871K
LMGAM
113
Liberty Mutual Group Asset Management
Massachusetts
$819K +$242K +5,450 +46%
QI
114
QS Investors
New York
$763K +$720K +16,200 New
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$744K +$62.2K +1,400 +10%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$741K +$628K +14,121 +696%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$737K +$4.44K +100 +0.6%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$716K +$8.89K +200 +1%
LSERS
119
Louisiana State Employees Retirement System
Louisiana
$697K -$8.89K -200 -1%
AIP
120
Ameritas Investment Partners
Nebraska
$627K -$12.4K -280 -2%
PA
121
Profund Advisors
Maryland
$626K +$94.4K +2,124 +19%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$621K -$8.49K -191 -1%
FA
123
FDx Advisors
Illinois
$603K +$212K +4,763 +59%
SB
124
Suntrust Banks
Georgia
$596K +$25.2K +567 +5%
CCA
125
Catalyst Capital Advisors
New York
$540K +$510K +11,468 New

PRI Hedge Fund Activity: Q1 2014 in Review

174 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2014, worth a combined $2.39B — up 13% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PRI positions and 16 closed out — a net gain of 5 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $23.6M. The largest seller was LSV Asset Management, cutting an estimated $22.4M.

  • 174 institutional investors held Primerica (PRI) as of Q1 2014, up from 170 in Q4 2013.
  • Funds reported $2.39B of Primerica stock for Q1 2014, up 13% quarter-over-quarter.
  • 21 funds opened new Primerica positions in Q1 2014 and 16 closed out, a net change of +5 holders.
  • The largest Primerica buyer in Q1 2014 was Kayne Anderson Rudnick Investment Management, an estimated $23.6M added.
  • The largest Primerica seller in Q1 2014 was LSV Asset Management, an estimated $22.4M sold.

Based on aggregated 13F filings for Q1 2014.