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Primerica

265 hedge funds and large institutions have $4.01B invested in Primerica in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $1.86M

1% more capital invested

Capital invested by funds: $3.97B → $4.01B (+$39.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.37% less ownership

Funds ownership: 92.7%91.33% (-1.4%)

4% less funds holding

Funds holding: 277265 (-12)

18% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 99

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
265
Holders Change
-12
Holders Change %
-4.33%
% of All Funds
6.07%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
81
Reduced
99
Closed
33
Calls
$5.03M
Puts
$1.86M
Net Calls
+$3.17M
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
176
LPL Financial
California
$414K +$8.91K +91 +2%
TD Asset Management
177
TD Asset Management
Ontario, Canada
$413K +$138K +1,409 +51%
EM
178
ELCO Management
New York
$398K
RWA
179
RGT Wealth Advisors
Texas
$398K +$10.1K +103 +3%
CG
180
Colony Group
Massachusetts
$394K -$13.5K -138 -3%
DAS
181
Dynamic Advisor Solutions
Arizona
$393K +$386K +3,944 New
NEAM
182
New England Asset Management
Connecticut
$377K +$370K +3,783 New
HSBC Holdings
183
HSBC Holdings
United Kingdom
$376K -$747K -7,636 -67%
VFA
184
Voya Financial Advisors
Connecticut
$368K +$90.1K +921 +33%
Truist Financial
185
Truist Financial
North Carolina
$367K -$685 -7 -0.2%
LIA
186
LS Investment Advisors
Michigan
$365K +$587 +6 +0.2%
RCM
187
Riverhead Capital Management
Delaware
$352K
SAM
188
Symphony Asset Management
California
$345K -$516K -5,276 -60%
P
189
Pitcairn
Pennsylvania
$342K -$13.7K -140 -4%
IB
190
Intrust Bank
Kansas
$337K -$10.4K -106 -3%
BCM
191
Becker Capital Management
Oregon
$329K
EWA
192
EP Wealth Advisors
California
$324K -$37.8K -386 -11%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$321K
FCM
194
Flinton Capital Management
Pennsylvania
$320K
SCM
195
Shelton Capital Management
Colorado
$312K
OAM
196
Oppenheimer Asset Management
New York
$302K -$66.2K -676 -18%
FCBT
197
First Citizens Bank & Trust
North Carolina
$301K +$14.6K +149 +5%
NB
198
Northwest Bancshares
Pennsylvania
$286K -$15.7K -160 -5%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$279K
MYIA
200
Mount Yale Investment Advisors
Colorado
$272K -$1.37K -14 -0.5%

PRI Hedge Fund Activity: Q2 2018 in Review

265 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2018, worth a combined $4.01B — up 0.99% from $3.97B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PRI and 24 opened new positions — a net loss of 9 holders — while 99 trimmed existing stakes and 81 added.

The largest buyer was Ameriprise, adding an estimated $26.3M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $90.8M.

  • 265 institutional investors held Primerica (PRI) as of Q2 2018, down from 277 in Q1 2018.
  • Funds reported $4.01B of Primerica stock for Q2 2018, up 0.99% quarter-over-quarter.
  • 24 funds opened new Primerica positions in Q2 2018 and 33 closed out, a net change of -9 holders.
  • The largest Primerica buyer in Q2 2018 was Ameriprise, an estimated $26.3M added.
  • The largest Primerica seller in Q2 2018 was Ruane, Cunniff & Goldfarb, an estimated $90.8M sold.

Based on aggregated 13F filings for Q2 2018.