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Primerica

277 hedge funds and large institutions have $3.97B invested in Primerica in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $7.09M | Put options by funds: $4.05M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

1.23% less ownership

Funds ownership: 93.93%92.7% (-1.2%)

3% less funds holding

Funds holding: 285277 (-8)

6% less capital invested

Capital invested by funds: $4.22B → $3.97B (-$253M)

Holders
277
Holders Change
-8
Holders Change %
-2.81%
% of All Funds
6.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
31
Increased
100
Reduced
106
Closed
34
Calls
$7.09M
Puts
$4.05M
Net Calls
+$3.04M
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$797K +$829K +8,251 New
PA
152
Profund Advisors
Maryland
$733K +$77.6K +773 +11%
William Blair & Company
153
William Blair & Company
Illinois
$716K +$57.9K +576 +8%
JMPWA
154
JP Morgan Private Wealth Advisors
California
$686K +$16.4K +163 +2%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$682K -$32.5K -324 -4%
BF
156
BOK Financial
Oklahoma
$680K +$23.9K +238 +3%
ERSOT
157
Employees Retirement System of Texas
Texas
$676K +$703K +7,000 New
EP
158
Elkfork Partners
Oregon
$660K +$23.9K +238 +4%
GLA
159
Great Lakes Advisors
Illinois
$660K +$686K +6,834 New
FA
160
FDx Advisors
Illinois
$642K -$64.7K -644 -9%
New York State Teachers Retirement System (NYSTRS)
161
New York State Teachers Retirement System (NYSTRS)
New York
$618K
AB
162
Amalgamated Bank
New York
$616K -$10.3K -103 -2%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$615K +$47.1K +469 +8%
GCM
164
Gator Capital Management
Florida
$582K -$14.1K -140 -2%
Schroder Investment Management Group
165
Schroder Investment Management Group
United Kingdom
$565K -$15.6M -155,252 -96%
CGH
166
Crossmark Global Holdings
Texas
$561K -$3.31K -33 -0.6%
GHCM
167
Glen Harbor Capital Management
California
$544K +$19.7K +196 +4%
B
168
Barings
North Carolina
$541K +$70.3K +700 +14%
SCM
169
Stevens Capital Management
Pennsylvania
$539K +$197K +1,960 +54%
XK
170
Xact Kapitalforvaltning
Sweden
$535K +$171K +1,700 +44%
SAM
171
Securian Asset Management
Minnesota
$526K
M&T Bank
172
M&T Bank
New York
$487K -$59.1K -588 -10%
BCM
173
Bayesian Capital Management
New York
$483K -$151K -1,500 -23%
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$476K +$495K +4,930 New
KI
175
Koch Industries
Kansas
$456K +$66.5K +662 +16%

PRI Hedge Fund Activity: Q1 2018 in Review

277 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2018, worth a combined $3.97B — down 6% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PRI and 31 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 100 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $14.8M. The largest seller was Bank of New York Mellon, cutting an estimated $18.6M.

  • 277 institutional investors held Primerica (PRI) as of Q1 2018, down from 285 in Q4 2017.
  • Funds reported $3.97B of Primerica stock for Q1 2018, down 6% quarter-over-quarter.
  • 31 funds opened new Primerica positions in Q1 2018 and 34 closed out, a net change of -3 holders.
  • The largest Primerica buyer in Q1 2018 was Kayne Anderson Rudnick Investment Management, an estimated $14.8M added.
  • The largest Primerica seller in Q1 2018 was Bank of New York Mellon, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2018.