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Primerica

285 hedge funds and large institutions have $4.22B invested in Primerica in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

65% more call options, than puts

Call options by funds: $7.69M | Put options by funds: $4.65M

16% more capital invested

Capital invested by funds: $3.63B → $4.22B (+$593M)

10% more funds holding

Funds holding: 258285 (+27)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.33% less ownership

Funds ownership: 99.26%93.93% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
285
Holders Change
+27
Holders Change %
+10.47%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
81
Reduced
107
Closed
25
Calls
$7.69M
Puts
$4.65M
Net Calls
+$3.04M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Stevens Capital Management
Pennsylvania
$367K +$345K +3,616 New
SCM
202
Shelton Capital Management
Colorado
$355K
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$354K -$19.4K -204 -6%
RCM
204
Riverhead Capital Management
Delaware
$349K +$47.6K +500 +17%
JG
205
Jefferies Group
New York
$347K +$326K +3,418 New
BCM
206
Becker Capital Management
Oregon
$335K
RWA
207
RGT Wealth Advisors
Texas
$327K
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$327K +$307K +3,219 New
IR
209
Invictus RG
Bermuda
$324K +$304K +3,191 New
OAM
210
Oppenheimer Asset Management
New York
$318K
FCM
211
Flinton Capital Management
Pennsylvania
$315K +$47.3K +496 +19%
NIT
212
NumerixS Investment Technologies
British Columbia, Canada
$305K +$143K +1,500 +100%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$285K +$68.7K +721 +35%
P
214
Pitcairn
Pennsylvania
$284K -$39.5K -415 -13%
FCBT
215
First Citizens Bank & Trust
North Carolina
$275K -$62.7K -658 -20%
WAM
216
World Asset Management
Michigan
$272K -$20.7K -217 -8%
Point72 Asset Management
217
Point72 Asset Management
Connecticut
$264K +$248K +2,600 New
II
218
Ibex Investors
Colorado
$263K +$243K +2,552 New
TD Asset Management
219
TD Asset Management
Ontario, Canada
$262K +$246K +2,580 New
TRCT
220
Tower Research Capital (TRC)
New York
$259K -$252K -2,641 -51%
SC
221
SouthState Corp
Florida
$258K +$242K +2,536 New
DADC
222
D.A. Davidson & Co
Montana
$257K
GCA
223
Gideon Capital Advisors
New York
$252K +$236K +2,479 New
AAMU
224
Amundi Asset Management US
Massachusetts
$242K +$227K +2,387 New
RJFSA
225
Raymond James Financial Services Advisors
Florida
$234K +$220K +2,305 New

PRI Hedge Fund Activity: Q4 2017 in Review

285 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2017, worth a combined $4.22B — up 16% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 25 closed out — a net gain of 27 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $12.7M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $95.4M.

  • 285 institutional investors held Primerica (PRI) as of Q4 2017, up from 258 in Q3 2017.
  • Funds reported $4.22B of Primerica stock for Q4 2017, up 16% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2017 and 25 closed out, a net change of +27 holders.
  • The largest Primerica buyer in Q4 2017 was Schroder Investment Management Group, an estimated $12.7M added.
  • The largest Primerica seller in Q4 2017 was Ruane, Cunniff & Goldfarb, an estimated $95.4M sold.

Based on aggregated 13F filings for Q4 2017.