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Primerica

320 hedge funds and large institutions have $4.62B invested in Primerica in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,168% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $170K

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more capital invested

Capital invested by funds: $4.2B → $4.62B (+$421M)

6% more funds holding

Funds holding: 301320 (+19)

0.31% less ownership

Funds ownership: 91.22%90.91% (-0.31%)

10% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 103

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
93
Reduced
103
Closed
28
Calls
$2.15M
Puts
$170K
Net Calls
+$1.99M
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
176
Northwestern Mutual Investment Management Company
Wisconsin
$484K -$278K -1,995 -37%
BCM
177
Becker Capital Management
Oregon
$468K
MSRPS
178
Maryland State Retirement & Pension System
Maryland
$445K +$437K +3,137 New
COI
179
Connable Office Inc
Michigan
$440K
KeyBank National Association
180
KeyBank National Association
Ohio
$436K +$158K +1,135 +59%
Mitsubishi UFJ Trust & Banking
181
Mitsubishi UFJ Trust & Banking
Japan
$435K -$84.1K -604 -16%
DADC
182
D.A. Davidson & Co
Montana
$429K
Neuberger Berman Group
183
Neuberger Berman Group
New York
$411K +$44.2K +317 +12%
CGH
184
Crossmark Global Holdings
Texas
$408K -$43K -309 -10%
M&T Bank
185
M&T Bank
New York
$405K +$398K +2,857 New
SG Americas Securities
186
SG Americas Securities
New York
$397K -$528K -3,787 -58%
BCM
187
BTC Capital Management
Iowa
$395K -$28K -201 -7%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$395K +$3.48K +25 +0.9%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$355K +$74K +531 +27%
KPWS
190
Kestra Private Wealth Services
Texas
$347K -$697 -5 -0.2%
WSCM
191
Wellington Shields Capital Management
New York
$340K +$2.05M +14,696 +15%
KWM
192
Kolinsky Wealth Management
New Jersey
$335K +$3.06K +22 +0.9%
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$327K -$171K -1,229 -35%
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$324K +$35.7K +256 +13%
PAM
195
Panagora Asset Management
Massachusetts
$317K
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$315K -$65.5K -470 -17%
STA
197
Summit Trail Advisors
New York
$315K +$4.32K +31 +1%
IB
198
Intrust Bank
Kansas
$313K -$7.24K -52 -2%
CCM
199
Coldstream Capital Management
Washington
$313K +$307K +2,207 New
FTA
200
Financial & Tax Architects
Missouri
$300K +$975 +7 +0.4%

PRI Hedge Fund Activity: Q4 2022 in Review

320 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2022, worth a combined $4.62B — up 10% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 28 closed out — a net gain of 24 holders — while 93 added to existing stakes and 103 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $24.4M. The largest seller was Millennium Management, cutting an estimated $23.9M.

  • 320 institutional investors held Primerica (PRI) as of Q4 2022, up from 301 in Q3 2022.
  • Funds reported $4.62B of Primerica stock for Q4 2022, up 10% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2022 and 28 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2022 was Victory Capital Management, an estimated $24.4M added.
  • The largest Primerica seller in Q4 2022 was Millennium Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2022.