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Primerica
PRI

310 hedge funds and large institutions have $4.84B invested in Primerica in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $992K

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

5% more funds holding

Funds holding: 296 → 310 (+14)

2% more capital invested

Capital invested by funds: $4.74B → $4.84B (+$107M)

0.51% more ownership

Funds ownership: 88.9% → 89.41% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

26% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 119

Holders
310
Holders Change
+14
Holders Change %
+4.73%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
48
Increased
88
Reduced
119
Closed
24
Calls
$6.93M
Puts
$992K
Net Calls
+$5.94M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.7M
2
Fidelity International
Fidelity International
Bermuda
+$13M
3
UBS AM
UBS AM
Illinois
+$11M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$9.65M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.06M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$26.9M
2
BWA
Brave Warrior Advisors
New York
-$21.2M
3
BAMCO Inc
BAMCO Inc
New York
-$14.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$9.61M
5
State Street
State Street
Massachusetts
-$9.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
151
BOK Financial
Oklahoma
$1.01M -$16.9K -131 -2%
MERSOM
152
Municipal Employees' Retirement System of Michigan
Michigan
$1.01M +$11.6K +90 +1%
CIC
153
Cornercap Investment Counsel
Georgia
$1.01M -$122K -941 -11%
Tudor Investment Corp
154
Tudor Investment Corp
Connecticut
$1.01M -$1.84M -14,257 -65%
Connor, Clark & Lunn Investment Management (CC&L)
155
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$996K +$730K +5,656 +286%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$984K – – –
LPL Financial
157
LPL Financial
California
$972K +$354K +2,741 +58%
SBIA
158
Sheaff Brock Investment Advisors
Indiana
$969K -$26.9K -208 -3%
NMERB
159
New Mexico Educational Retirement Board
New Mexico
$966K – – –
AWM
160
Avior Wealth Management
Nebraska
$958K – – –
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$952K -$10.2K -79 -1%
TPCW
162
TD Private Client Wealth
New York
$951K +$941K +7,285 New
CCM
163
Cadence Capital Management
Massachusetts
$941K +$931K +7,210 New
ARTA
164
A.R.T. Advisors
New York
$923K +$387K +3,000 +74%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$889K +$21.7K +168 +3%
SOADOR
166
State of Alaska Department of Revenue
Alaska
$887K -$83.9K -650 -9%
XK
167
Xact Kapitalforvaltning
Sweden
$880K – – –
Rafferty Asset Management
168
Rafferty Asset Management
New York
$876K +$60.2K +466 +7%
Citigroup
169
Citigroup
New York
$867K +$524K +4,055 +157%
SAM
170
Symphony Asset Management
California
$817K +$492K +3,809 +156%
QIM
171
Quantitative Investment Management
Virginia
$817K +$539K +4,174 +200%
ACM
172
AlphaCrest Capital Management
New York
$812K +$104K +804 +15%
GLA
173
Great Lakes Advisors
Illinois
$809K -$40.8K -316 -5%
BGDI
174
BW Gestao de Investimentos
Brazil
$785K -$134K -1,039 -15%
SSA
175
Schonfeld Strategic Advisors
New York
$785K +$366K +2,832 +89%
5 6
7
8 9

PRI Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2019, worth a combined $4.84B — up 2.3% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PRI positions and 24 closed out — a net gain of 24 holders — while 88 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Ameriprise, cutting an estimated $26.9M.

  • 310 institutional investors held Primerica (PRI) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $4.84B of Primerica stock for Q4 2019, up 2.3% quarter-over-quarter.
  • 48 funds opened new Primerica positions in Q4 2019 and 24 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2019 was Fidelity Investments, an estimated $18.7M added.
  • The largest Primerica seller in Q4 2019 was Ameriprise, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2019.