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Primerica
PRI

270 hedge funds and large institutions have $4.77B invested in Primerica in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $6.74M

23% more capital invested

Capital invested by funds: $3.88B → $4.77B (+$896M)

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.17% less ownership

Funds ownership: 92.43% → 92.26% (-0.17%)

1% less funds holding

Funds holding: 273 → 270 (-3)

27% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 104

Holders
270
Holders Change
-3
Holders Change %
-1.1%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
76
Reduced
104
Closed
33
Calls
$12.3M
Puts
$6.74M
Net Calls
+$5.55M
Net Calls Change
+$1.67M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$50.5M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$13.4M
3
Ameriprise
Ameriprise
Minnesota
+$10.7M
4
FAM
Formidable Asset Management
Ohio
+$6.39M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$4.61M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$22.1M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$16.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.3M
4
Goldman Sachs
Goldman Sachs
New York
-$13.9M
5
BWA
Brave Warrior Advisors
New York
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BGDI
126
BW Gestao de Investimentos
Brazil
$1.07M – – –
NMERB
127
New Mexico Educational Retirement Board
New Mexico
$1.06M – – –
Balyasny Asset Management
128
Balyasny Asset Management
Illinois
$1.04M +$983K +8,529 New
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$1.02M – – –
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$1.01M +$11.5K +100 +1%
SBIA
131
Sheaff Brock Investment Advisors
Indiana
$1.01M -$9.45K -82 -1%
New York State Teachers Retirement System (NYSTRS)
132
New York State Teachers Retirement System (NYSTRS)
New York
$1M +$138K +1,197 +17%
MERSOM
133
Municipal Employees' Retirement System of Michigan
Michigan
$956K -$288K -2,500 -24%
NMIMC
134
Northwestern Mutual Investment Management Company
Wisconsin
$925K -$62.3K -541 -7%
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$916K -$3.8K -33 -0.4%
GHCM
136
Glen Harbor Capital Management
California
$906K – – –
OAM
137
Oxford Asset Management
United Kingdom
$899K +$848K +7,357 New
AWM
138
Avior Wealth Management
Nebraska
$896K +$335K +2,905 +66%
ERSOT
139
Employees Retirement System of Texas
Texas
$855K – – –
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$849K +$801K +6,954 New
AB
141
Amalgamated Bank
New York
$847K +$22.1K +192 +3%
XK
142
Xact Kapitalforvaltning
Sweden
$823K – – –
CGH
143
Crossmark Global Holdings
Texas
$822K +$19.6K +170 +3%
GLA
144
Great Lakes Advisors
Illinois
$807K +$34.7K +301 +5%
UBS Group
145
UBS Group
Switzerland
$806K -$1.82M -15,768 -71%
FA
146
FDx Advisors
Illinois
$793K +$748K +6,491 New
VAS
147
Vestmark Advisory Solutions
Massachusetts
$718K +$677K +5,880 New
Holocene Advisors
148
Holocene Advisors
New York
$716K -$1.09M -9,444 -62%
MCIM
149
Meadow Creek Investment Management
Georgia
$712K – – –
M&T Bank
150
M&T Bank
New York
$672K +$135K +1,175 +27%
4 5
6
7 8

PRI Hedge Fund Activity: Q1 2019 in Review

270 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2019, worth a combined $4.77B — up 23% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PRI positions and 33 closed out — a net gain of 1 holder — while 76 added to existing stakes and 104 trimmed.

The largest buyer was BlackRock, adding an estimated $50.5M. The largest seller was JP Morgan Chase, cutting an estimated $22.1M.

  • 270 institutional investors held Primerica (PRI) as of Q1 2019, down from 273 in Q4 2018.
  • Funds reported $4.77B of Primerica stock for Q1 2019, up 23% quarter-over-quarter.
  • 34 funds opened new Primerica positions in Q1 2019 and 33 closed out, a net change of +1 holder.
  • The largest Primerica buyer in Q1 2019 was BlackRock, an estimated $50.5M added.
  • The largest Primerica seller in Q1 2019 was JP Morgan Chase, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2019.