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Primerica

308 hedge funds and large institutions have $5.47B invested in Primerica in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.45B → $5.47B (+$20.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.21% less ownership

Funds ownership: 90.45%90.25% (-0.21%)

5% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 110

3% less funds holding

Funds holding: 318308 (-10)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

51% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $2.69M

Holders
308
Holders Change
-10
Holders Change %
-3.14%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
104
Reduced
110
Closed
27
Calls
$1.32M
Puts
$2.69M
Net Calls
-$1.37M
Net Calls Change
+$636K
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
201
KB Financial Partners
New Jersey
$416K +$64.9K +436 +19%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$404K +$15.2K +102 +4%
PAMS
203
Pictet Asset Management (Switzerland)
Switzerland
$399K +$387K +2,600 New
DADC
204
D.A. Davidson & Co
Montana
$398K
William Blair & Company
205
William Blair & Company
Illinois
$396K -$123K -826 -24%
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$377K -$1.64K -11 -0.4%
KPWS
207
Kestra Private Wealth Services
Texas
$377K
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$361K +$41.8K +281 +14%
E
209
Ergoteles
New York
$353K -$967K -6,500 -74%
JCIA
210
Jackson Creek Investment Advisors
Colorado
$349K -$12.1K -81 -3%
IP
211
Innovative Portfolios
Indiana
$346K +$61.8K +415 +23%
MWM
212
Meridian Wealth Management
Kentucky
$345K +$149 +1 +0%
SCM
213
Shelton Capital Management
Colorado
$343K
PA
214
Profund Advisors
Maryland
$336K -$30.7K -206 -9%
NB
215
Northwest Bancshares
Pennsylvania
$327K -$5.95K -40 -2%
TRCT
216
Tower Research Capital (TRC)
New York
$323K -$217K -1,456 -41%
FTA
217
Financial & Tax Architects
Missouri
$323K
SBIA
218
Sheaff Brock Investment Advisors
Indiana
$314K +$304K +2,045 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$311K +$156K +1,048 +107%
GAM
220
Gotham Asset Management
New York
$308K -$40.6K -273 -12%
URS
221
Utah Retirement Systems
Utah
$307K
FCBT
222
First Citizens Bank & Trust
North Carolina
$306K +$49.4K +332 +20%
FHB
223
First Hawaiian Bank
Hawaii
$298K -$2.08K -14 -0.7%
APA
224
American Portfolios Advisors
New York
$296K +$14K +94 +5%
GWSG
225
GPS Wealth Strategies Group
Colorado
$292K +$1.64K +11 +0.6%

PRI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2021, worth a combined $5.47B — up 0.38% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PRI and 23 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 104 added.

The largest buyer was Fidelity Investments, adding an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $32.6M.

  • 308 institutional investors held Primerica (PRI) as of Q3 2021, down from 318 in Q2 2021.
  • Funds reported $5.47B of Primerica stock for Q3 2021, up 0.38% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q3 2021 and 27 closed out, a net change of -4 holders.
  • The largest Primerica buyer in Q3 2021 was Fidelity Investments, an estimated $65.1M added.
  • The largest Primerica seller in Q3 2021 was Goldman Sachs, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2021.