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Primerica

277 hedge funds and large institutions have $3.97B invested in Primerica in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $7.09M | Put options by funds: $4.05M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

1.23% less ownership

Funds ownership: 93.93%92.7% (-1.2%)

3% less funds holding

Funds holding: 285277 (-8)

6% less capital invested

Capital invested by funds: $4.22B → $3.97B (-$253M)

Holders
277
Holders Change
-8
Holders Change %
-2.81%
% of All Funds
6.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
100
Reduced
106
Closed
34
Calls
$7.09M
Puts
$4.05M
Net Calls
+$3.04M
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
101
Mackay Shields LLC
New York
$2.02M +$2.1M +20,940 New
JIR
102
James Investment Research
Ohio
$1.91M +$1.98M +19,730 New
SAM
103
Shell Asset Management
Netherlands
$1.8M
SO
104
STRS Ohio
Ohio
$1.8M +$20.1K +200 +1%
EAM
105
EULAV Asset Management
Florida
$1.76M
Barclays
106
Barclays
United Kingdom
$1.73M +$550K +5,477 +44%
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$1.65M +$11K +110 +0.6%
AIP
108
Ameritas Investment Partners
Nebraska
$1.65M
Wellington Management Group
109
Wellington Management Group
Massachusetts
$1.62M +$287K +2,862 +21%
SOMRS
110
State of Michigan Retirement System
Michigan
$1.55M +$20.1K +200 +1%
CIP
111
Convergence Investment Partners
Florida
$1.55M -$39.6K -394 -2%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$1.54M -$1.65M -16,433 -51%
ProShare Advisors
113
ProShare Advisors
Maryland
$1.53M -$96.3K -959 -6%
USAA
114
United Services Automobile Association
Texas
$1.51M +$950K +9,454 +152%
3C
115
361 Capital
Colorado
$1.49M -$608K -6,050 -28%
NA
116
NewEdge Advisors
Louisiana
$1.46M +$96.2K +958 +7%
BUB
117
BBVA USA Bancshares
Texas
$1.35M -$48.1K -479 -3%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$1.31M
CEP
119
Chicago Equity Partners
Illinois
$1.29M +$215K +2,140 +19%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$1.29M -$645K -6,426 -33%
BTS
121
BB&T Securities
Virginia
$1.25M +$77.4K +771 +6%
Citadel Advisors
122
Citadel Advisors
Florida
$1.25M -$990K -9,859 -43%
BGIM
123
Brandywine Global Investment Management
Pennsylvania
$1.24M +$74K +737 +6%
ECM
124
ETrade Capital Management
Virginia
$1.24M -$544K -5,413 -30%
Pacer Advisors
125
Pacer Advisors
Pennsylvania
$1.18M +$182K +1,814 +17%

PRI Hedge Fund Activity: Q1 2018 in Review

277 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2018, worth a combined $3.97B — down 6% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PRI and 31 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 100 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $14.8M. The largest seller was Bank of New York Mellon, cutting an estimated $18.6M.

  • 277 institutional investors held Primerica (PRI) as of Q1 2018, down from 285 in Q4 2017.
  • Funds reported $3.97B of Primerica stock for Q1 2018, down 6% quarter-over-quarter.
  • 31 funds opened new Primerica positions in Q1 2018 and 34 closed out, a net change of -3 holders.
  • The largest Primerica buyer in Q1 2018 was Kayne Anderson Rudnick Investment Management, an estimated $14.8M added.
  • The largest Primerica seller in Q1 2018 was Bank of New York Mellon, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2018.