Primerica
170 hedge funds and large institutions have $2.11B invested in Primerica in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
67% more call options, than puts
Call options by funds: $215K | Put options by funds: $129K
9% more funds holding
Funds holding: 156 → 170 (+14)
6% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 62
3% more capital invested
Capital invested by funds: $2.04B → $2.11B (+$69.7M)
1.73% less ownership
Funds ownership: 92.78% → 91.05% (-1.7%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$10.2M |
| 2 |
State Street
Boston,
Massachusetts
|
+$8.32M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.84M |
| 4 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
+$5.46M |
| 5 |
Millennium Management
New York
|
+$4.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$51.4M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.6M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$8.2M |
| 4 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$5.31M |
| 5 |
D.E. Shaw & Co
New York
|
-$4.38M |
PRI Hedge Fund Activity: Q4 2013 in Review
170 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2013, worth a combined $2.11B — up 3.4% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PRI positions and 10 closed out — a net gain of 14 holders — while 66 added to existing stakes and 62 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $10.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $51.4M sold.
- 170 institutional investors held Primerica (PRI) as of Q4 2013, up from 156 in Q3 2013.
- Funds reported $2.11B of Primerica stock for Q4 2013, up 3.4% quarter-over-quarter.
- 24 funds opened new Primerica positions in Q4 2013 and 10 closed out, a net change of +14 holders.
- The largest Primerica buyer in Q4 2013 was Victory Capital Management, an estimated $10.2M added.
- The largest Primerica seller in Q4 2013 was Capital Research Global Investors, an estimated $51.4M sold.
Based on aggregated 13F filings for Q4 2013.