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Primerica

285 hedge funds and large institutions have $4.22B invested in Primerica in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

65% more call options, than puts

Call options by funds: $7.69M | Put options by funds: $4.65M

16% more capital invested

Capital invested by funds: $3.63B → $4.22B (+$593M)

10% more funds holding

Funds holding: 258285 (+27)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.33% less ownership

Funds ownership: 99.26%93.93% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
285
Holders Change
+27
Holders Change %
+10.47%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
81
Reduced
107
Closed
25
Calls
$7.69M
Puts
$4.65M
Net Calls
+$3.04M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
126
SG Americas Securities
New York
$1.47M +$1.23M +12,896 +805%
BUB
127
BBVA USA Bancshares
Texas
$1.47M +$92.8K +974 +7%
Arrowstreet Capital
128
Arrowstreet Capital
Massachusetts
$1.41M -$8M -84,000 -86%
Wellington Management Group
129
Wellington Management Group
Massachusetts
$1.41M +$310K +3,255 +31%
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$1.38M
KA
131
Kaizen Advisory
Illinois
$1.36M +$1.28M +13,436 New
Jane Street
132
Jane Street
New York
$1.35M +$1.02M +10,699 +406%
MWNA
133
Marshall Wace North America
New York
$1.31M +$521K +5,468 +73%
Barclays
134
Barclays
United Kingdom
$1.26M +$304K +3,187 +34%
Citigroup
135
Citigroup
New York
$1.25M +$357K +3,745 +44%
BTS
136
BB&T Securities
Virginia
$1.24M +$37.7K +396 +3%
BGIM
137
Brandywine Global Investment Management
Pennsylvania
$1.23M -$15.6M -164,018 -93%
BGDI
138
BW Gestao de Investimentos
Brazil
$1.2M +$296K +3,107 +36%
LMGAM
139
Liberty Mutual Group Asset Management
Massachusetts
$1.16M -$48.3K -507 -4%
CEP
140
Chicago Equity Partners
Illinois
$1.14M +$311K +3,260 +41%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$1.14M -$76.2K -800 -7%
NMERB
142
New Mexico Educational Retirement Board
New Mexico
$1.13M +$1.06M +11,100 New
TNAM
143
Terra Nova Asset Management
New York
$1.08M +$10.8K +113 +1%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$1.06M +$210K +2,200 +27%
Pacer Advisors
145
Pacer Advisors
Pennsylvania
$1.06M +$423K +4,437 +74%
SBIA
146
Sheaff Brock Investment Advisors
Indiana
$1.05M -$84.7K -889 -8%
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$1.02M
BPIM
148
Brant Point Investment Management
New York
$1.02M -$14.6M -152,860 -94%
Neuberger Berman Group
149
Neuberger Berman Group
New York
$1.02M
DTL
150
Dynamic Technology Lab
Singapore
$998K +$936K +9,825 New

PRI Hedge Fund Activity: Q4 2017 in Review

285 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2017, worth a combined $4.22B — up 16% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 25 closed out — a net gain of 27 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $12.7M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $95.4M.

  • 285 institutional investors held Primerica (PRI) as of Q4 2017, up from 258 in Q3 2017.
  • Funds reported $4.22B of Primerica stock for Q4 2017, up 16% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2017 and 25 closed out, a net change of +27 holders.
  • The largest Primerica buyer in Q4 2017 was Schroder Investment Management Group, an estimated $12.7M added.
  • The largest Primerica seller in Q4 2017 was Ruane, Cunniff & Goldfarb, an estimated $95.4M sold.

Based on aggregated 13F filings for Q4 2017.