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Primerica

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

9% more funds holding

Funds holding: 308337 (+29)

0.31% less ownership

Funds ownership: 90.25%89.94% (-0.31%)

1% less capital invested

Capital invested by funds: $5.47B → $5.44B (-$36.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

69% less call options, than puts

Call options by funds: $720K | Put options by funds: $2.35M

Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EP Wealth Advisors
California
$510K
CAM
202
Cresset Asset Management
Illinois
$494K +$13K +82 +3%
IB
203
Intrust Bank
Kansas
$482K +$16.3K +103 +3%
MSRPS
204
Maryland State Retirement & Pension System
Maryland
$481K
PP
205
PDT Partners
New York
$479K +$496K +3,126 New
COI
206
Connable Office Inc
Michigan
$475K -$27.1K -171 -5%
William Blair & Company
207
William Blair & Company
Illinois
$469K +$76.3K +481 +19%
M&T Bank
208
M&T Bank
New York
$442K +$27.1K +171 +6%
BCM
209
BTC Capital Management
Iowa
$438K +$455K +2,870 New
DTL
210
Dynamic Technology Lab
Singapore
$437K +$452K +2,850 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$426K +$23.8K +150 +6%
IMRF
212
Illinois Municipal Retirement Fund
Illinois
$423K
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$411K +$52.2K +329 +14%
DADC
214
D.A. Davidson & Co
Montana
$398K
PAMS
215
Pictet Asset Management (Switzerland)
Switzerland
$379K -$20.6K -130 -5%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$378K +$1.9K +12 +0.5%
KWM
217
Kolinsky Wealth Management
New Jersey
$375K +$388K +2,447 New
KPWS
218
Kestra Private Wealth Services
Texas
$373K -$3.01K -19 -0.8%
PAM
219
Panagora Asset Management
Massachusetts
$356K -$3.43M -21,604 -90%
GC
220
Guggenheim Capital
Illinois
$351K -$590K -3,722 -62%
IP
221
Innovative Portfolios
Indiana
$346K
MWM
222
Meridian Wealth Management
Kentucky
$344K
CCM
223
Coldstream Capital Management
Washington
$343K +$355K +2,236 New
E
224
Ergoteles
New York
$333K -$20K -126 -5%
URS
225
Utah Retirement Systems
Utah
$322K +$15.9K +100 +5%

PRI Hedge Fund Activity: Q4 2021 in Review

337 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2021, worth a combined $5.44B — down 0.67% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PRI positions and 22 closed out — a net gain of 33 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Cantillon Capital Management, cutting an estimated $39.3M.

  • 337 institutional investors held Primerica (PRI) as of Q4 2021, up from 308 in Q3 2021.
  • Funds reported $5.44B of Primerica stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 55 funds opened new Primerica positions in Q4 2021 and 22 closed out, a net change of +33 holders.
  • The largest Primerica buyer in Q4 2021 was Fidelity Investments, an estimated $48.3M added.
  • The largest Primerica seller in Q4 2021 was Cantillon Capital Management, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2021.