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Primerica

312 hedge funds and large institutions have $4.1B invested in Primerica in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $1.88M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.35% more ownership

Funds ownership: 88.94%89.29% (+0.35%)

7% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 115

3% less funds holding

Funds holding: 323312 (-11)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

14% less capital invested

Capital invested by funds: $4.75B → $4.1B (-$646M)

Holders
312
Holders Change
-11
Holders Change %
-3.41%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
107
Reduced
115
Closed
38
Calls
$9.52M
Puts
$1.88M
Net Calls
+$7.64M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
201
Pictet Asset Management (Switzerland)
Switzerland
$332K
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$321K +$11.2K +89 +3%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$320K +$30.6K +243 +10%
P
204
Pitcairn
Pennsylvania
$299K -$122K -969 -28%
KPWS
205
Kestra Private Wealth Services
Texas
$291K
IB
206
Intrust Bank
Kansas
$288K -$63.4K -504 -17%
KWM
207
Kolinsky Wealth Management
New Jersey
$279K +$28.7K +228 +11%
PAM
208
Panagora Asset Management
Massachusetts
$278K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
209
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$278K +$285K +2,266 +4,046%
TRCT
210
Tower Research Capital (TRC)
New York
$276K -$393K -3,125 -58%
DIA
211
Dana Investment Advisors
Wisconsin
$267K -$1.18M -9,413 -81%
CCM
212
Coldstream Capital Management
Washington
$262K +$4.28K +34 +2%
FCBT
213
First Citizens Bank & Trust
North Carolina
$252K -$2.14K -17 -0.8%
SCM
214
Shelton Capital Management
Colorado
$250K
KWM
215
Kingsview Wealth Management
Oregon
$241K -$2.64K -21 -1%
URS
216
Utah Retirement Systems
Utah
$239K -$12.6K -100 -5%
APA
217
American Portfolios Advisors
New York
$235K -$4.03K -32 -2%
FTA
218
Financial & Tax Architects
Missouri
$234K +$1.13K +9 +0.5%
LAM
219
Lyrical Asset Management
New York
$228K +$239K +1,903 New
LWAC
220
Laurel Wealth Advisors (California)
California
$219K +$41K +326 +22%
OAM
221
Oppenheimer Asset Management
New York
$218K -$6.41K -51 -3%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$217K +$229K +1,817 New
MPM
223
Meritage Portfolio Management
Kansas
$213K +$5.16K +41 +2%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$212K -$69.8K -555 -24%
II
225
Inspire Investing
Idaho
$212K +$7.42K +59 +3%

PRI Hedge Fund Activity: Q2 2022 in Review

312 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2022, worth a combined $4.1B — down 14% from $4.75B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PRI and 33 opened new positions — a net loss of 5 holders — while 115 trimmed existing stakes and 107 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $30.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.7M.

  • 312 institutional investors held Primerica (PRI) as of Q2 2022, down from 323 in Q1 2022.
  • Funds reported $4.1B of Primerica stock for Q2 2022, down 14% quarter-over-quarter.
  • 33 funds opened new Primerica positions in Q2 2022 and 38 closed out, a net change of -5 holders.
  • The largest Primerica buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $30.4M added.
  • The largest Primerica seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2022.