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Primerica

258 hedge funds and large institutions have $3.63B invested in Primerica in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

18% more call options, than puts

Call options by funds: $3.74M | Put options by funds: $3.16M

7% more capital invested

Capital invested by funds: $3.38B → $3.63B (+$241M)

3% more funds holding

Funds holding: 251258 (+7)

1.05% more ownership

Funds ownership: 98.21%99.26% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

17% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 101

Holders
258
Holders Change
+7
Holders Change %
+2.79%
% of All Funds
6.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
28
Increased
84
Reduced
101
Closed
19
Calls
$3.74M
Puts
$3.16M
Net Calls
+$580K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$2.27M +$2.16M +27,696 New
Nordea Investment Management
102
Nordea Investment Management
Sweden
$2.26M +$90.5K +1,159 +4%
AG
103
Aperio Group
California
$2.26M +$22.7K +291 +1%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$2.16M -$70.8K -906 -3%
ASRS
105
Arizona State Retirement System
Arizona
$2.07M +$487K +6,232 +32%
QI
106
QS Investors
New York
$1.94M -$70.5K -903 -4%
MSA
107
Mason Street Advisors
Wisconsin
$1.82M +$3.98K +51 +0.2%
First Trust Advisors
108
First Trust Advisors
Illinois
$1.76M -$1.6M -20,527 -49%
DWA
109
Dorsey Wright & Associates
California
$1.69M +$374K +4,786 +30%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$1.67M -$301K -3,858 -16%
AIM
111
Assured Investment Management
New York
$1.55M +$729K +9,338 +97%
SAM
112
Shell Asset Management
Netherlands
$1.52M -$39K -500 -3%
ECM
113
ETrade Capital Management
Virginia
$1.5M +$373K +4,773 +35%
EAM
114
EULAV Asset Management
Florida
$1.48M
SOMRS
115
State of Michigan Retirement System
Michigan
$1.38M -$148K -1,900 -10%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.37M -$18.4K -235 -1%
AIP
117
Ameritas Investment Partners
Nebraska
$1.33M
VRS
118
Virginia Retirement Systems
Virginia
$1.25M -$273K -3,500 -19%
NA
119
NewEdge Advisors
Louisiana
$1.16M +$1.06M +13,597 New
MERSOM
120
Municipal Employees' Retirement System of Michigan
Michigan
$1.11M -$298K -3,820 -22%
BUB
121
BBVA USA Bancshares
Texas
$1.1M +$67.8K +868 +7%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$1.03M -$7.81K -100 -0.8%
ProShare Advisors
123
ProShare Advisors
Maryland
$991K -$118K -1,509 -11%
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$979K +$7.81K +100 +0.8%
LMGAM
125
Liberty Mutual Group Asset Management
Massachusetts
$971K -$523K -6,695 -36%

PRI Hedge Fund Activity: Q3 2017 in Review

258 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2017, worth a combined $3.63B — up 7.1% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PRI positions and 19 closed out — a net gain of 9 holders — while 84 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $16M. The largest seller was Jupiter Investment Management, cutting an estimated $16.8M.

  • 258 institutional investors held Primerica (PRI) as of Q3 2017, up from 251 in Q2 2017.
  • Funds reported $3.63B of Primerica stock for Q3 2017, up 7.1% quarter-over-quarter.
  • 28 funds opened new Primerica positions in Q3 2017 and 19 closed out, a net change of +9 holders.
  • The largest Primerica buyer in Q3 2017 was BlackRock, an estimated $16M added.
  • The largest Primerica seller in Q3 2017 was Jupiter Investment Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2017.