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Primerica
PRI

321 hedge funds and large institutions have $5.26B invested in Primerica in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $4.77B → $5.26B (+$490M)

0.28% more ownership

Funds ownership: 90.3% → 90.58% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less funds holding

Funds holding: 334 → 321 (-13)

23% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 48

23% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 128

51% less call options, than puts

Call options by funds: $1.69M | Put options by funds: $3.42M

Holders
321
Holders Change
-13
Holders Change %
-3.89%
% of All Funds
5.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
98
Reduced
128
Closed
48
Calls
$1.69M
Puts
$3.42M
Net Calls
-$1.73M
Net Calls Change
-$1.05M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$46.1M
2
BWA
Brave Warrior Advisors
New York
+$31.3M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$23.9M
4
AII
AGF Investments Inc
Ontario, Canada
+$16.4M
5
BlackRock
BlackRock
New York
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$17.2M
2
MWNA
Marshall Wace North America
New York
-$11.8M
3
Man Group
Man Group
United Kingdom
-$9.6M
4
Goldman Sachs
Goldman Sachs
New York
-$9.03M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
-$8.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$3.21M +$242K +1,686 +8%
GIP
102
Granite Investment Partners
California
$3.11M +$75.9K +529 +3%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$3.05M -$4.54M -31,670 -61%
AAM
104
Arabesque Asset Management
United Kingdom
$3.04M +$1.9M +13,269 +183%
MIM
105
MetLife Investment Management
New Jersey
$3M -$170K -1,184 -6%
Rafferty Asset Management
106
Rafferty Asset Management
New York
$2.93M +$503K +3,506 +22%
APF
107
Alaska Permanent Fund
Alaska
$2.84M – – –
PAM
108
Panagora Asset Management
Massachusetts
$2.74M +$2.33M +16,275 +729%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$2.73M +$300K +2,093 +13%
EAM
110
EULAV Asset Management
Florida
$2.69M – – –
PFO
111
Pathstone Family Office
New Jersey
$2.65M +$708K +4,938 +38%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$2.58M -$4.58M -31,925 -65%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$2.49M -$4.97M -34,644 -67%
Canada Life
114
Canada Life
Manitoba, Canada
$2.29M -$209K -1,456 -9%
PCM
115
Penn Capital Management
Pennsylvania
$2.24M +$24.1K +168 +1%
NA
116
NewEdge Advisors
Louisiana
$2.2M +$106K +739 +5%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$2.16M -$6.21M -43,296 -75%
SOMRS
118
State of Michigan Retirement System
Michigan
$2.16M +$43K +300 +2%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$2.16M -$2.67M -18,591 -56%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$2.13M -$4.3K -30 -0.2%
SFI
121
Susquehanna Fundamental Investments
Pennsylvania
$2.04M -$650K -4,534 -25%
Los Angeles Capital Management
122
Los Angeles Capital Management
California
$2.04M -$12.2K -85 -0.6%
WC
123
Walthausen & Co
New York
$2.02M -$493K -3,435 -20%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$1.94M – – –
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.94M – – –
3 4
5
6 7

PRI Hedge Fund Activity: Q1 2021 in Review

321 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2021, worth a combined $5.26B — up 10% from $4.77B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PRI and 37 opened new positions — a net loss of 11 holders — while 128 trimmed existing stakes and 98 added.

The largest buyer was Vanguard Group, adding an estimated $46.1M. The largest seller was BAMCO Inc, cutting an estimated $17.2M.

  • 321 institutional investors held Primerica (PRI) as of Q1 2021, down from 334 in Q4 2020.
  • Funds reported $5.26B of Primerica stock for Q1 2021, up 10% quarter-over-quarter.
  • 37 funds opened new Primerica positions in Q1 2021 and 48 closed out, a net change of -11 holders.
  • The largest Primerica buyer in Q1 2021 was Vanguard Group, an estimated $46.1M added.
  • The largest Primerica seller in Q1 2021 was BAMCO Inc, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2021.