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Primerica
PRI

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.45B → $5.47B (+$20.8M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.21% less ownership

Funds ownership: 90.45% → 90.25% (-0.21%)

5% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 110

3% less funds holding

Funds holding: 318 → 308 (-10)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

51% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $2.69M

Holders
308
Holders Change
-10
Holders Change %
-3.14%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
27
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.1M
2
SW
SVB Wealth
Massachusetts
+$19.3M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$12.3M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$4.94M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$4.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$32.6M
2
UBS AM
UBS AM
Illinois
-$14.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$11M
5
Brown Advisory
Brown Advisory
Maryland
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
101
EULAV Asset Management
Florida
$2.8M – – –
ACM
102
Argent Capital Management
Missouri
$2.67M +$81.7K +549 +3%
Holocene Advisors
103
Holocene Advisors
New York
$2.58M +$1.99M +13,377 +395%
PFO
104
Pathstone Family Office
New Jersey
$2.37M -$116K -782 -5%
PCM
105
Penn Capital Management
Pennsylvania
$2.3M +$11.5K +77 +0.5%
Millennium Management
106
Millennium Management
New York
$2.29M -$778K -5,226 -26%
WC
107
Walthausen & Co
New York
$2.28M +$173K +1,160 +8%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$2.19M -$1.94K -13 -0.1%
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$2.17M +$69.8K +469 +3%
NA
110
NewEdge Advisors
Louisiana
$2.12M -$181K -1,213 -8%
VAS
111
Vestmark Advisory Solutions
Massachusetts
$2.1M +$23.2K +156 +1%
NW
112
NewEdge Wealth
Pennsylvania
$2.1M +$23.4K +157 +1%
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$2.04M -$26K -175 -1%
COPPSERS
114
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2M -$14.6K -98 -0.7%
SG Americas Securities
115
SG Americas Securities
New York
$1.95M +$936K +6,288 +98%
MC
116
Maverick Capital
Texas
$1.95M +$586K +3,936 +45%
Voloridge Investment Management
117
Voloridge Investment Management
Florida
$1.91M +$1.85M +12,402 New
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$1.8M -$13.4K -90 -0.8%
Tudor Investment Corp
119
Tudor Investment Corp
Connecticut
$1.7M +$694K +4,666 +73%
ASRS
120
Arizona State Retirement System
Arizona
$1.65M +$8.78K +59 +0.6%
Deutsche Bank
121
Deutsche Bank
Germany
$1.65M +$23.7K +159 +2%
AIP
122
Ameritas Investment Partners
Nebraska
$1.61M -$30.5K -205 -2%
DIA
123
Dana Investment Advisors
Wisconsin
$1.58M +$3.42K +23 +0.2%
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$1.55M -$14.9K -100 -1%
AIMCA
125
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.55M +$1.5M +10,100 New
3 4
5
6 7

PRI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2021, worth a combined $5.47B — up 0.38% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PRI and 23 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $32.6M.

  • 308 institutional investors held Primerica (PRI) as of Q3 2021, down from 318 in Q2 2021.
  • Funds reported $5.47B of Primerica stock for Q3 2021, up 0.38% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q3 2021 and 27 closed out, a net change of -4 holders.
  • The largest Primerica buyer in Q3 2021 was Fidelity Investments, an estimated $65.1M added.
  • The largest Primerica seller in Q3 2021 was Goldman Sachs, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2021.