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Primerica

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.09M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more capital invested

Capital invested by funds: $4.62B → $5.73B (+$1.11B)

10% more funds holding

Funds holding: 320351 (+31)

0.42% more ownership

Funds ownership: 90.91%91.33% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
126
Northwestern Mutual Investment Management Company
Wisconsin
$1.41M +$782K +4,771 +140%
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$1.4M +$377K +2,300 +39%
EF
128
Empowered Funds
Pennsylvania
$1.33M -$13.6K -83 -1%
IWA
129
Intercontinental Wealth Advisors
Texas
$1.3M -$13.6K -83 -1%
AQR Capital Management
130
AQR Capital Management
Connecticut
$1.26M -$421K -2,568 -26%
DC
131
Davenport & Co
Virginia
$1.26M +$45.1K +275 +4%
SSA
132
Schonfeld Strategic Advisors
New York
$1.22M -$1.39M -8,500 -54%
DF
133
Donoghue Forlines
Massachusetts
$1.19M +$1.13M +6,910 New
Osaic Holdings
134
Osaic Holdings
Arizona
$1.17M +$105K +640 +10%
HighTower Advisors
135
HighTower Advisors
Illinois
$1.16M -$11.8K -72 -1%
NMERB
136
New Mexico Educational Retirement Board
New Mexico
$1.15M +$115K +700 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
137
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.14M +$1.08M +6,600 New
Jane Street
138
Jane Street
New York
$1.08M -$598K -3,647 -37%
VRS
139
Virginia Retirement Systems
Virginia
$1.07M +$1.02M +6,200 New
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$1.06M
PRS
141
Pinkerton Retirement Specialists
Idaho
$1.04M +$994K +6,066 New
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$1.04M
KWM
143
Kingsview Wealth Management
Oregon
$1.03M +$108K +661 +12%
CP
144
CenterBook Partners
Connecticut
$1.03M +$979K +5,973 New
LPL Financial
145
LPL Financial
California
$1.01M +$10.8K +66 +1%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$995K +$11K +67 +1%
1832 Asset Management
147
1832 Asset Management
Ontario, Canada
$965K
JF
148
Jump Financial
Illinois
$950K +$904K +5,517 New
AWM
149
Avior Wealth Management
Nebraska
$944K +$2.13K +13 +0.2%
Citigroup
150
Citigroup
New York
$942K +$51.6K +315 +6%

PRI Hedge Fund Activity: Q1 2023 in Review

351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2023, worth a combined $5.73B — up 24% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRI positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Lyrical Asset Management, adding an estimated $114M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 351 institutional investors held Primerica (PRI) as of Q1 2023, up from 320 in Q4 2022.
  • Funds reported $5.73B of Primerica stock for Q1 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Primerica positions in Q1 2023 and 31 closed out, a net change of +34 holders.
  • The largest Primerica buyer in Q1 2023 was Lyrical Asset Management, an estimated $114M added.
  • The largest Primerica seller in Q1 2023 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q1 2023.