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Primerica

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $2.85M

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

14% more capital invested

Capital invested by funds: $5.73B → $6.52B (+$785M)

12.57% more ownership

Funds ownership: 91.33%103.9% (+13%)

3% more funds holding

Funds holding: 351363 (+12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 135

Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.5M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$3.34M +$3.1M +16,872 New
PFO
102
Pathstone Family Office
New Jersey
$3.27M -$281K -1,530 -8%
Treasurer of the State of North Carolina
103
Treasurer of the State of North Carolina
North Carolina
$3.13M -$31.2K -170 -1%
PGCM
104
Prescott Group Capital Management
Oklahoma
$3.05M +$275K +1,500 +11%
BA
105
Bridgewater Associates
Connecticut
$3.05M -$3.01M -16,387 -52%
ZIM
106
Zacks Investment Management
Illinois
$2.89M +$918K +5,000 +52%
AQR Capital Management
107
AQR Capital Management
Connecticut
$2.71M +$1.16M +6,335 +86%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$2.53M +$801K +4,362 +52%
Prudential Financial
109
Prudential Financial
New Jersey
$2.4M -$2.46M -13,395 -41%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$2.39M -$42.1K -229 -2%
PCM
111
Penn Capital Management
Pennsylvania
$2.21M -$170K -926 -8%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$2.19M
DCM
113
Dupont Capital Management
Delaware
$2.19M -$328K -1,784 -14%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$2.15M +$1.11M +6,043 +126%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$2.1M +$147K +800 +8%
Robeco Institutional Asset Management
116
Robeco Institutional Asset Management
Netherlands
$2.08M +$1.94M +10,540 New
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$2.07M -$55.1K -300 -3%
Millennium Management
118
Millennium Management
New York
$2.06M -$4.71M -25,628 -71%
FLPIM
119
F.L. Putnam Investment Management
Massachusetts
$2.03M +$1.89M +10,274 New
ASRS
120
Arizona State Retirement System
Arizona
$2.03M -$80.2K -437 -4%
UBS Group
121
UBS Group
Switzerland
$1.99M +$203K +1,107 +12%
VRS
122
Virginia Retirement Systems
Virginia
$1.92M +$643K +3,500 +56%
William Blair & Company
123
William Blair & Company
Illinois
$1.91M +$1.42M +7,717 +399%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$1.85M -$71.3K -388 -4%
Handelsbanken Fonder
125
Handelsbanken Fonder
Sweden
$1.83M +$202K +1,100 +14%

PRI Hedge Fund Activity: Q2 2023 in Review

363 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2023, worth a combined $6.52B — up 14% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRI positions and 39 closed out — a net gain of 12 holders — while 105 added to existing stakes and 135 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $835M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.8M.

  • 363 institutional investors held Primerica (PRI) as of Q2 2023, up from 351 in Q1 2023.
  • Funds reported $6.52B of Primerica stock for Q2 2023, up 14% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q2 2023 and 39 closed out, a net change of +12 holders.
  • The largest Primerica buyer in Q2 2023 was EP Wealth Advisors, an estimated $835M added.
  • The largest Primerica seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.