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Primerica
PRI

318 hedge funds and large institutions have $5.45B invested in Primerica in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.26B → $5.45B (+$195M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.13% less ownership

Funds ownership: 90.58% → 90.45% (-0.13%)

1% less funds holding

Funds holding: 321 → 318 (-3)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 117

53% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $3.8M

Holders
318
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
5.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
100
Reduced
117
Closed
30
Calls
$1.79M
Puts
$3.8M
Net Calls
-$2.01M
Net Calls Change
-$274K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.1M
2
FMI
Fiduciary Management Inc
Wisconsin
+$29.1M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$20.6M
4
State Street
State Street
Massachusetts
+$17.3M
5
AII
AGF Investments Inc
Ontario, Canada
+$15.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$35.9M
2
Macquarie Group
Macquarie Group
Australia
-$22.8M
3
Wells Fargo
Wells Fargo
California
-$16.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.7M
5
Lazard Asset Management
Lazard Asset Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$3.04M -$6.39M -40,488 -67%
MIM
102
MetLife Investment Management
New Jersey
$3.02M -$97.4K -617 -3%
EAM
103
EULAV Asset Management
Florida
$2.79M – – –
HF
104
HRT Financial
New York
$2.66M +$2.74M +17,368 New
ACM
105
Argent Capital Management
Missouri
$2.58M +$2.66M +16,826 New
PFO
106
Pathstone Family Office
New Jersey
$2.48M -$269K -1,705 -10%
Canada Life
107
Canada Life
Manitoba, Canada
$2.36M -$10.6K -67 -0.4%
SFI
108
Susquehanna Fundamental Investments
Pennsylvania
$2.3M +$189K +1,200 +9%
NA
109
NewEdge Advisors
Louisiana
$2.3M +$22.7K +144 +1%
PCM
110
Penn Capital Management
Pennsylvania
$2.28M -$45.8K -290 -2%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$2.21M +$248K +1,568 +12%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$2.19M -$50.5K -320 -2%
WC
113
Walthausen & Co
New York
$2.1M – – –
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$2.09M -$123K -780 -5%
NW
115
NewEdge Wealth
Pennsylvania
$2.07M +$225K +1,427 +12%
VAS
116
Vestmark Advisory Solutions
Massachusetts
$2.07M +$225K +1,427 +12%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$2.06M +$52.3K +331 +3%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.01M +$2.05K +13 +0.1%
Prudential Financial
119
Prudential Financial
New Jersey
$1.95M +$527K +3,335 +35%
MAP
120
Moody Aldrich Partners
Massachusetts
$1.82M – – –
New York State Teachers Retirement System (NYSTRS)
121
New York State Teachers Retirement System (NYSTRS)
New York
$1.81M +$537K +3,400 +41%
BU
122
BBVA USA
Alabama
$1.69M +$1.75M +11,053 New
AQR Capital Management
123
AQR Capital Management
Connecticut
$1.66M -$311K -1,967 -15%
ASRS
124
Arizona State Retirement System
Arizona
$1.64M -$120K -757 -7%
AIP
125
Ameritas Investment Partners
Nebraska
$1.63M -$31.9K -202 -2%
3 4
5
6 7

PRI Hedge Fund Activity: Q2 2021 in Review

318 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2021, worth a combined $5.45B — up 3.7% from $5.26B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PRI and 29 opened new positions — a net loss of 1 holder — while 117 trimmed existing stakes and 100 added.

The largest buyer was Fidelity Investments, adding an estimated $94.1M. The largest seller was BlackRock, cutting an estimated $35.9M.

  • 318 institutional investors held Primerica (PRI) as of Q2 2021, down from 321 in Q1 2021.
  • Funds reported $5.45B of Primerica stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 29 funds opened new Primerica positions in Q2 2021 and 30 closed out, a net change of -1 holder.
  • The largest Primerica buyer in Q2 2021 was Fidelity Investments, an estimated $94.1M added.
  • The largest Primerica seller in Q2 2021 was BlackRock, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2021.