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Primerica

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $2.85M

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

14% more capital invested

Capital invested by funds: $5.73B → $6.52B (+$785M)

12.57% more ownership

Funds ownership: 91.33%103.9% (+13%)

3% more funds holding

Funds holding: 351363 (+12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 135

Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.5M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
151
Balyasny Asset Management
Illinois
$1.11M -$784K -4,272 -43%
1832 Asset Management
152
1832 Asset Management
Ontario, Canada
$1.11M
Allianz Asset Management
153
Allianz Asset Management
Germany
$1.1M +$1.02M +5,568 New
SIA
154
SkyView Investment Advisors
New Jersey
$1.09M +$18.7K +102 +2%
CIBC World Market
155
CIBC World Market
Ontario, Canada
$1.08M +$1.01M +5,476 New
IMRF
156
Illinois Municipal Retirement Fund
Illinois
$1.08M
IIM
157
INTECH Investment Management
Florida
$1.06M +$987K +5,373 New
OIA
158
OneDigital Investment Advisors
Kansas
$1.05M +$11.4K +62 +1%
VI
159
Vestcor Inc
New Brunswick, Canada
$1.05M
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$1.04M +$134K +732 +16%
BCI
161
Brinker Capital Investments
Pennsylvania
$995K -$2.02K -11 -0.2%
OPS
162
Orion Portfolio Solutions
Nebraska
$995K -$2.02K -11 -0.2%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$994K
KFP
164
KB Financial Partners
New Jersey
$994K +$11K +60 +1%
NSEDCP
165
NJ State Employees Deferred Compensation Plan
New Jersey
$989K
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$986K +$381K +2,077 +71%
Deutsche Bank
167
Deutsche Bank
Germany
$985K -$85K -463 -9%
AWM
168
Avior Wealth Management
Nebraska
$975K -$101K -550 -10%
DFS
169
Dixon Fnancial Services
California
$961K
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$949K +$319K +1,735 +57%
QPW
171
Quantum Private Wealth
Florida
$927K
VanEck Associates
172
VanEck Associates
New York
$923K +$67.8K +369 +9%
II
173
Inspire Investing
Idaho
$910K -$17.8K -97 -2%
SAM
174
Shell Asset Management
Netherlands
$904K -$4.78K -26 -0.6%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$871K +$300K +1,635 +59%

PRI Hedge Fund Activity: Q2 2023 in Review

363 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2023, worth a combined $6.52B — up 14% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRI positions and 39 closed out — a net gain of 12 holders — while 105 added to existing stakes and 135 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $835M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.8M.

  • 363 institutional investors held Primerica (PRI) as of Q2 2023, up from 351 in Q1 2023.
  • Funds reported $6.52B of Primerica stock for Q2 2023, up 14% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q2 2023 and 39 closed out, a net change of +12 holders.
  • The largest Primerica buyer in Q2 2023 was EP Wealth Advisors, an estimated $835M added.
  • The largest Primerica seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.