Primerica
195 hedge funds and large institutions have $2.49B invested in Primerica in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 16 closing their positions.
775% more call options, than puts
Call options by funds: $1.34M | Put options by funds: $153K
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
5% more funds holding
Funds holding: 186 → 195 (+9)
1.62% more ownership
Funds ownership: 91.93% → 93.55% (+1.6%)
3% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 67
6% less capital invested
Capital invested by funds: $2.65B → $2.49B (-$162M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$21.3M |
| 2 |
Millennium Management
New York
|
+$19.8M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$10.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.7M |
| 5 |
Morgan Stanley
New York
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$19.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.4M |
| 3 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
-$16.2M |
| 4 |
BWA
Brave Warrior Advisors
New York
|
-$12.3M |
| 5 |
FCM
Force Capital Management
New York
|
-$6.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| – | -$380K | -7,000 | Closed |
|
|
NI
202
Numeric Investors
Boston,
Massachusetts
| – | -$380K | -7,000 | Closed |
|
203
Los Angeles Capital Management
Los Angeles,
California
| – | -$320K | -5,889 | Closed |
|
204
Jane Street
New York
| – | -$264K | -4,864 | Closed |
|
|
STIA
205
Stone Toro Investment Advisers
Princeton,
New Jersey
| – | -$233K | -4,300 | Closed |
|
|
YMRC
206
Yorktown Management & Research Company
Forest,
Virginia
| – | -$212K | -3,900 | Closed |
|
|
P
207
Pitcairn
Conshohocken,
Pennsylvania
| – | -$209K | -3,855 | Closed |
|
|
BRWA
208
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$80 | -1,469 | Closed |
|
|
CHP
209
Cable Hill Partners
Portland,
Oregon
| – | -$16K | -286 | Closed |
|
|
ASN
210
Advisory Services Network
Atlanta,
Georgia
| – | -$2K | -49 | Closed |
|
|
WCM
211
Wealthcare Capital Management
Richmond,
Virginia
| – | +$4.42K | +85 | New |
|
PRI Hedge Fund Activity: Q1 2015 in Review
195 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2015, worth a combined $2.49B — down 6.1% from $2.65B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PRI positions and 16 closed out — a net gain of 11 holders — while 69 added to existing stakes and 67 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $21.3M. The largest seller was Victory Capital Management, exiting entirely with an estimated $19.9M sold.
- 195 institutional investors held Primerica (PRI) as of Q1 2015, up from 186 in Q4 2014.
- Funds reported $2.49B of Primerica stock for Q1 2015, down 6.1% quarter-over-quarter.
- 27 funds opened new Primerica positions in Q1 2015 and 16 closed out, a net change of +11 holders.
- The largest Primerica buyer in Q1 2015 was Citadel Advisors, an estimated $21.3M added.
- The largest Primerica seller in Q1 2015 was Victory Capital Management, an estimated $19.9M sold.
Based on aggregated 13F filings for Q1 2015.