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Primerica
PRI

335 hedge funds and large institutions have $4B invested in Primerica in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,179% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $1.11M

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

12% more funds holding

Funds holding: 300 → 335 (+35)

1.48% more ownership

Funds ownership: 88.01% → 89.49% (+1.5%)

5% less capital invested

Capital invested by funds: $4.18B → $4B (-$189M)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 118

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
335
Holders Change
+35
Holders Change %
+11.67%
% of All Funds
6.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
62
Increased
101
Reduced
118
Closed
24
Calls
$14.2M
Puts
$1.11M
Net Calls
+$13.1M
Net Calls Change
+$12.7M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$22.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16.7M
3
BWA
Brave Warrior Advisors
New York
+$14.1M
4
AII
AGF Investments Inc
Ontario, Canada
+$14M
5
MWNA
Marshall Wace North America
New York
+$13.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$83.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$41M
3
BlackRock
BlackRock
New York
-$26.6M
4
State Street
State Street
Massachusetts
-$12.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$3.35M +$2.52M +20,757 +235%
Truist Financial
102
Truist Financial
North Carolina
$3.31M -$310K -2,554 -8%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$3.18M +$3.41M +28,096 New
WG
104
Winton Group
United Kingdom
$3.13M +$1.1M +9,048 +49%
Robeco Institutional Asset Management
105
Robeco Institutional Asset Management
Netherlands
$3.06M -$972K -8,000 -23%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$3.03M -$3.64M -30,000 -53%
CCM
107
Cinctive Capital Management
New York
$3.02M +$3.24M +26,665 New
Fiera Capital (Canada)
108
Fiera Capital (Canada)
Quebec, Canada
$2.99M -$85.4K -703 -3%
Comerica Bank
109
Comerica Bank
Texas
$2.98M -$158K -1,297 -5%
HF
110
HRT Financial
New York
$2.91M +$2M +16,500 +179%
AG
111
Aperio Group
California
$2.78M +$40.9K +337 +1%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$2.73M +$91.2K +751 +3%
PP
113
Paloma Partners
Connecticut
$2.66M +$2.02M +16,628 +241%
MIM
114
MetLife Investment Management
New Jersey
$2.56M -$193K -1,590 -7%
GIP
115
Granite Investment Partners
California
$2.5M +$32.8K +270 +1%
MSA
116
Mason Street Advisors
Wisconsin
$2.39M -$145K -1,195 -5%
Prudential Financial
117
Prudential Financial
New Jersey
$2.36M +$1.37M +11,295 +118%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$2.32M +$1.18M +9,700 +90%
Bank of Nova Scotia
119
Bank of Nova Scotia
Ontario, Canada
$2.32M +$2.49M +20,471 New
First Trust Advisors
120
First Trust Advisors
Illinois
$2.25M +$1.4M +11,496 +137%
APF
121
Alaska Permanent Fund
Alaska
$2.17M +$2.33M +19,200 New
Canada Life
122
Canada Life
Manitoba, Canada
$2.15M -$211K -1,739 -8%
Federated Hermes
123
Federated Hermes
Pennsylvania
$2.12M -$597K -4,916 -21%
EAM
124
EULAV Asset Management
Florida
$2.06M – – –
MC
125
Maverick Capital
Texas
$1.96M -$403K -3,313 -16%
3 4
5
6 7

PRI Hedge Fund Activity: Q3 2020 in Review

335 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2020, worth a combined $4B — down 4.5% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new PRI positions and 24 closed out — a net gain of 38 holders — while 101 added to existing stakes and 118 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $22.5M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $83.5M.

  • 335 institutional investors held Primerica (PRI) as of Q3 2020, up from 300 in Q2 2020.
  • Funds reported $4B of Primerica stock for Q3 2020, down 4.5% quarter-over-quarter.
  • 62 funds opened new Primerica positions in Q3 2020 and 24 closed out, a net change of +38 holders.
  • The largest Primerica buyer in Q3 2020 was Fiduciary Management Inc, an estimated $22.5M added.
  • The largest Primerica seller in Q3 2020 was Kayne Anderson Rudnick Investment Management, an estimated $83.5M sold.

Based on aggregated 13F filings for Q3 2020.