We are live on ! Find out more
PRI icon

Primerica

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.09M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more capital invested

Capital invested by funds: $4.62B → $5.73B (+$1.11B)

10% more funds holding

Funds holding: 320351 (+31)

0.42% more ownership

Funds ownership: 90.91%91.33% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
176
Man Group
United Kingdom
$723K -$1.05M -6,412 Closed
CWP
177
Curated Wealth Partners
California
$714K
EM
178
ELCO Management
New York
$689K
BRWA
179
B. Riley Wealth Advisors
Florida
$688K +$655K +3,996 New
I
180
InceptionR
California
$634K +$603K +3,681 New
TMC
181
Trellus Management Company
Florida
$620K +$590K +3,600 New
SDIC
182
South Dakota Investment Council
South Dakota
$618K
SAM
183
Securian Asset Management
Minnesota
$589K
BCM
184
Becker Capital Management
Oregon
$568K
CGH
185
Crossmark Global Holdings
Texas
$561K +$63.8K +389 +14%
M&T Bank
186
M&T Bank
New York
$538K +$43.8K +267 +9%
COI
187
Connable Office Inc
Michigan
$534K
Neuberger Berman Group
188
Neuberger Berman Group
New York
$530K +$28.7K +175 +6%
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$528K -$145K -886 -22%
DADC
190
D.A. Davidson & Co
Montana
$511K
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$501K -$231K -1,409 -33%
MSRPS
192
Maryland State Retirement & Pension System
Maryland
$499K -$39K -238 -8%
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$477K +$79.8K +487 +21%
SG Americas Securities
194
SG Americas Securities
New York
$468K -$13.4K -82 -3%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$465K -$13.9K -85 -3%
AG
196
Algert Global
California
$465K -$950K -5,794 -68%
EAM
197
Erste Asset Management
Austria
$456K +$246K +1,500 +125%
CM
198
Capula Management
Cayman Islands
$453K +$185K +1,129 +75%
RJFSA
199
Raymond James Financial Services Advisors
Florida
$447K +$426K +2,598 New
Creative Planning
200
Creative Planning
Kansas
$439K +$79.8K +487 +24%

PRI Hedge Fund Activity: Q1 2023 in Review

351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2023, worth a combined $5.73B — up 24% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRI positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Lyrical Asset Management, adding an estimated $114M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 351 institutional investors held Primerica (PRI) as of Q1 2023, up from 320 in Q4 2022.
  • Funds reported $5.73B of Primerica stock for Q1 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Primerica positions in Q1 2023 and 31 closed out, a net change of +34 holders.
  • The largest Primerica buyer in Q1 2023 was Lyrical Asset Management, an estimated $114M added.
  • The largest Primerica seller in Q1 2023 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q1 2023.