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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
HSBC Holdings
151
HSBC Holdings
United Kingdom
$919K +$56.2K +590 +7%
NSEDCP
152
NJ State Employees Deferred Compensation Plan
New Jersey
$914K -$95.3K -1,000 -10%
BC
153
Brinker Capital
Pennsylvania
$901K -$10.9K -114 -1%
WIS
154
Wright Investors Service
Connecticut
$878K +$236K +2,478 +40%
Tudor Investment Corp
155
Tudor Investment Corp
Connecticut
$876K +$21.8K +229 +3%
AP
156
AHL Partners
United Kingdom
$848K +$185K +1,938 +30%
AIC
157
Aurora Investment Counsel
Georgia
$786K +$737K +7,737 New
MCM
158
Matarin Capital Management
New York
$758K -$125K -1,314 -15%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$750K -$85.6K -898 -11%
FA
160
FDx Advisors
Illinois
$741K +$1.91K +20 +0.3%
CSS
161
Cubist Systematic Strategies
Connecticut
$721K +$677K +7,101 New
JMPWA
162
JP Morgan Private Wealth Advisors
California
$704K +$76.6K +804 +13%
William Blair & Company
163
William Blair & Company
Illinois
$694K -$83.6K -877 -11%
BF
164
BOK Financial
Oklahoma
$692K -$351K -3,680 -35%
PA
165
Profund Advisors
Maryland
$692K +$34.4K +361 +6%
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
$682K +$640K +6,720 New
EP
167
Elkfork Partners
Oregon
$670K +$100K +1,054 +19%
BCM
168
Bayesian Capital Management
New York
$660K +$619K +6,498 New
AB
169
Amalgamated Bank
New York
$658K +$21.4K +225 +4%
COPPSERS
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$656K -$8.1K -85 -1%
New York State Teachers Retirement System (NYSTRS)
171
New York State Teachers Retirement System (NYSTRS)
New York
$650K -$9.53K -100 -2%
USAA
172
United Services Automobile Association
Texas
$631K
GCM
173
Gator Capital Management
Florida
$626K +$588K +6,167 New
Nomura Holdings
174
Nomura Holdings
Japan
$603K +$564K +5,919 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$599K -$44.6K -468 -7%

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.