Primerica
169 hedge funds and large institutions have $2.47B invested in Primerica in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
0.93% less ownership
Funds ownership: 95.37% → 94.44% (-0.93%)
1% less capital invested
Capital invested by funds: $2.5B → $2.47B (-$24.8M)
2% less funds holding
Funds holding: 172 → 169 (-3)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
23% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$23.5M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$20.7M |
| 3 |
FCM
Force Capital Management
New York
|
+$11.5M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$10.9M |
| 5 |
Pzena Investment Management
New York
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$24.2M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$13.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$11M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$10.4M |
| 5 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
-$8.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
176
Panagora Asset Management
Boston,
Massachusetts
| – | -$515K | -10,766 | Closed |
|
177
Jane Street
New York
| – | -$398K | -8,312 | Closed |
|
178
Marshall Wace
London,
United Kingdom
| – | -$359K | -7,500 | Closed |
|
|
CIM
179
CenturyLink Investment Management
Denver,
Colorado
| – | -$328K | -6,864 | Closed |
|
|
MCM
180
Munder Capital Management
Birmingham,
Michigan
| – | -$121K | -2,520 | Closed |
|
|
HR
181
Howe & Rusling
Rochester,
New York
| – | -$7K | -155 | Closed |
|
PRI Hedge Fund Activity: Q3 2014 in Review
169 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2014, worth a combined $2.47B — down 0.99% from $2.5B a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PRI and 10 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 57 added.
The largest buyer was Fisher Asset Management, opening a new position worth an estimated $23.5M. The largest seller was Norges Bank, cutting an estimated $24.2M.
- 169 institutional investors held Primerica (PRI) as of Q3 2014, down from 172 in Q2 2014.
- Funds reported $2.47B of Primerica stock for Q3 2014, down 0.99% quarter-over-quarter.
- 10 funds opened new Primerica positions in Q3 2014 and 12 closed out, a net change of -2 holders.
- The largest Primerica buyer in Q3 2014 was Fisher Asset Management, an estimated $23.5M added.
- The largest Primerica seller in Q3 2014 was Norges Bank, an estimated $24.2M sold.
Based on aggregated 13F filings for Q3 2014.