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Primerica

225 hedge funds and large institutions have $3.03B invested in Primerica in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 99 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.36B → $3.03B (+$675M)

6% more funds holding

Funds holding: 212225 (+13)

1.42% more ownership

Funds ownership: 111.19%112.61% (+1.4%)

2% less call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.47M

30% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 99

Holders
225
Holders Change
+13
Holders Change %
+6.13%
% of All Funds
6%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
34
Increased
69
Reduced
99
Closed
19
Calls
$1.44M
Puts
$1.47M
Net Calls
-$30K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$52K -$1.4K -27 -3%
Creative Planning
202
Creative Planning
Kansas
$48K +$7.47K +144 +21%
KF
203
Krilogy Financial
Missouri
$34K
CG
204
Cutler Group
California
$32K +$15.2K +293 +105%
IA
205
IFP Advisors
Florida
$17K +$15.2K +293 New
GWM
206
Geneos Wealth Management
Colorado
$11K
TWA
207
TCI Wealth Advisors
Arizona
$11K +$10.4K +200 New
NFG
208
Next Financial Group
Texas
$9K
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$8K -$1.71K -33 -20%
WCBA
210
Weaver C. Barksdale & Associates
Tennessee
$6K -$1.66K -32 -22%
Simplex Trading
211
Simplex Trading
Illinois
$4K -$61.4K -1,183 -94%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$4K -$13.7K -263 -78%
IR
213
Invictus RG
Bermuda
$4K +$3.32K +64 New
CHP
214
Cable Hill Partners
Oregon
$3K -$1.35K -26 -39%
ASN
215
Advisory Services Network
Georgia
$3K -$675 -13 -20%
GAM
216
Gemmer Asset Management
California
$3K
WTB
217
Washington Trust Bank
Washington
$3K +$3.11K +60 New
BFEC
218
Benjamin F. Edwards & Company
Missouri
$2K
MFS
219
MSI Financial Services
Massachusetts
$2K
S
220
SignatureFD
Georgia
$2K
SA
221
SRH Advisors
Kansas
$2K
US Bancorp
222
US Bancorp
Minnesota
$2K +$1.5K +29 New
VCM
223
Versant Capital Management
Arizona
$1K -$156 -3 -13%
DPA
224
Delphi Private Advisors
California
$1K +$1.3K +25 New
QCG
225
Quadrant Capital Group
Ohio
$1K +$1.5K +29 New

PRI Hedge Fund Activity: Q2 2016 in Review

225 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2016, worth a combined $3.03B — up 29% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PRI positions and 19 closed out — a net gain of 15 holders — while 69 added to existing stakes and 99 trimmed.

The largest buyer was Cantillon Capital Management, opening a new position worth an estimated $57.7M. The largest seller was Fidelity Investments, cutting an estimated $53.1M.

  • 225 institutional investors held Primerica (PRI) as of Q2 2016, up from 212 in Q1 2016.
  • Funds reported $3.03B of Primerica stock for Q2 2016, up 29% quarter-over-quarter.
  • 34 funds opened new Primerica positions in Q2 2016 and 19 closed out, a net change of +15 holders.
  • The largest Primerica buyer in Q2 2016 was Cantillon Capital Management, an estimated $57.7M added.
  • The largest Primerica seller in Q2 2016 was Fidelity Investments, an estimated $53.1M sold.

Based on aggregated 13F filings for Q2 2016.