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Primerica
PRI

323 hedge funds and large institutions have $4.75B invested in Primerica in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 104 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $5.5M | Put options by funds: $1.31M

15% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 104

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less ownership

Funds ownership: 89.94% → 88.94% (-1%)

4% less funds holding

Funds holding: 337 → 323 (-14)

13% less capital invested

Capital invested by funds: $5.44B → $4.75B (-$688M)

20% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 49

Holders
323
Holders Change
-14
Holders Change %
-4.15%
% of All Funds
5.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
120
Reduced
104
Closed
49
Calls
$5.5M
Puts
$1.31M
Net Calls
+$4.19M
Net Calls Change
+$5.81M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$50.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.4M
3
BWA
Brave Warrior Advisors
New York
+$25.3M
4
WSCM
Wellington Shields Capital Management
New York
+$15.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$15.2M

Top Sellers

1
CCM
Cantillon Capital Management
New York
-$111M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$32M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$30M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$27.2M
5
AII
AGF Investments Inc
Ontario, Canada
-$25.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
101
Phocas Financial Corp
California
$2.75M -$48K -338 -2%
Rafferty Asset Management
102
Rafferty Asset Management
New York
$2.7M -$135K -953 -5%
SEI Investments
103
SEI Investments
Pennsylvania
$2.65M -$2.56M -18,045 -48%
Comerica Bank
104
Comerica Bank
Texas
$2.65M +$31.7K +223 +1%
ACM
105
Argent Capital Management
Missouri
$2.55M +$140K +987 +6%
EAM
106
EULAV Asset Management
Florida
$2.49M – – –
PFO
107
Pathstone Family Office
New Jersey
$2.42M +$385K +2,714 +20%
UBS Group
108
UBS Group
Switzerland
$2.33M -$2.98M -20,959 -55%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$2.27M – – –
PCM
110
Penn Capital Management
Pennsylvania
$2.25M +$299K +2,109 +15%
Osaic Holdings
111
Osaic Holdings
Arizona
$2.23M -$11.2K -79 -2%
JF
112
Jump Financial
Illinois
$2.22M +$2.3M +16,200 New
NA
113
NewEdge Advisors
Louisiana
$2.1M +$264K +1,860 +14%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$2.03M -$309K -2,173 -13%
BMSSC
115
B. Metzler seel. Sohn & Co
Germany
$1.98M +$2.06M +14,498 New
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.98M +$196K +1,380 +11%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$1.98M +$32.4K +228 +2%
CSS
118
Cubist Systematic Strategies
Connecticut
$1.96M +$553K +3,896 +37%
New York State Teachers Retirement System (NYSTRS)
119
New York State Teachers Retirement System (NYSTRS)
New York
$1.93M -$14.2K -100 -0.7%
Barclays
120
Barclays
United Kingdom
$1.88M -$1.7M -11,989 -47%
NW
121
NewEdge Wealth
Pennsylvania
$1.88M +$3.55K +25 +0.2%
VAS
122
Vestmark Advisory Solutions
Massachusetts
$1.88M +$3.55K +25 +0.2%
American Century Companies
123
American Century Companies
Missouri
$1.88M +$696K +4,901 +56%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$1.86M +$1.73M +12,181 +857%
HF
125
HRT Financial
New York
$1.85M +$1.92M +13,554 New
3 4
5
6 7

PRI Hedge Fund Activity: Q1 2022 in Review

323 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2022, worth a combined $4.75B — down 13% from $5.44B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PRI and 39 opened new positions — a net loss of 10 holders — while 104 trimmed existing stakes and 120 added.

The largest buyer was Millennium Management, adding an estimated $50.6M. The largest seller was Cantillon Capital Management, exiting entirely with an estimated $111M sold.

  • 323 institutional investors held Primerica (PRI) as of Q1 2022, down from 337 in Q4 2021.
  • Funds reported $4.75B of Primerica stock for Q1 2022, down 13% quarter-over-quarter.
  • 39 funds opened new Primerica positions in Q1 2022 and 49 closed out, a net change of -10 holders.
  • The largest Primerica buyer in Q1 2022 was Millennium Management, an estimated $50.6M added.
  • The largest Primerica seller in Q1 2022 was Cantillon Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.