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Primerica
PRI

310 hedge funds and large institutions have $4.84B invested in Primerica in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $992K

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

5% more funds holding

Funds holding: 296 → 310 (+14)

2% more capital invested

Capital invested by funds: $4.74B → $4.84B (+$107M)

0.51% more ownership

Funds ownership: 88.9% → 89.41% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

26% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 119

Holders
310
Holders Change
+14
Holders Change %
+4.73%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
48
Increased
88
Reduced
119
Closed
24
Calls
$6.93M
Puts
$992K
Net Calls
+$5.94M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.7M
2
Fidelity International
Fidelity International
Bermuda
+$13M
3
UBS AM
UBS AM
Illinois
+$11M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$9.65M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.06M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$26.9M
2
BWA
Brave Warrior Advisors
New York
-$21.2M
3
BAMCO Inc
BAMCO Inc
New York
-$14.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$9.61M
5
State Street
State Street
Massachusetts
-$9.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$3.01M -$12.9K -100 -0.4%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$2.98M -$278K -2,150 -9%
ROC
103
Running Oak Capital
Minnesota
$2.91M +$2.88M +22,295 New
MSA
104
Mason Street Advisors
Wisconsin
$2.87M +$4.65K +36 +0.2%
MGWM
105
Marks Group Wealth Management
Minnesota
$2.86M +$2.83M +21,919 New
PP
106
Paloma Partners
Connecticut
$2.85M -$607K -4,699 -18%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.76M -$200K -1,548 -7%
CAM
108
Cresset Asset Management
Illinois
$2.7M -$963K -7,458 -26%
QI
109
QS Investors
New York
$2.67M -$120K -930 -4%
EAM
110
EULAV Asset Management
Florida
$2.38M – – –
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$2.35M -$710K -5,495 -23%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$2.3M -$58K -449 -2%
EGM
113
Engineers Gate Manager
New York
$2.23M +$2.2M +17,048 New
NA
114
NewEdge Advisors
Louisiana
$2.16M +$22.2K +172 +1%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$2.14M -$146K -1,131 -6%
JG
116
Jefferies Group
New York
$2.14M +$2.11M +16,376 New
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.05M +$85.2K +660 +4%
MSE
118
MUFG Securities EMEA
United Kingdom
$2.02M +$2M +15,500 New
DIA
119
Dana Investment Advisors
Wisconsin
$2M -$352K -2,725 -15%
Pacer Advisors
120
Pacer Advisors
Pennsylvania
$1.83M -$215K -1,667 -11%
BUB
121
BBVA USA Bancshares
Texas
$1.82M -$167K -1,296 -9%
Federated Hermes
122
Federated Hermes
Pennsylvania
$1.8M +$59.4K +460 +3%
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$1.7M -$17.6K -136 -1%
MAM
124
Morse Asset Management
Connecticut
$1.67M +$1.65M +12,770 New
PCM
125
Prana Capital Management
Connecticut
$1.66M -$2.32M -17,933 -59%
3 4
5
6 7

PRI Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2019, worth a combined $4.84B — up 2.3% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PRI positions and 24 closed out — a net gain of 24 holders — while 88 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Ameriprise, cutting an estimated $26.9M.

  • 310 institutional investors held Primerica (PRI) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $4.84B of Primerica stock for Q4 2019, up 2.3% quarter-over-quarter.
  • 48 funds opened new Primerica positions in Q4 2019 and 24 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2019 was Fidelity Investments, an estimated $18.7M added.
  • The largest Primerica seller in Q4 2019 was Ameriprise, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2019.