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Primerica

320 hedge funds and large institutions have $4.62B invested in Primerica in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,168% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $170K

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more capital invested

Capital invested by funds: $4.2B → $4.62B (+$421M)

6% more funds holding

Funds holding: 301320 (+19)

0.31% less ownership

Funds ownership: 91.22%90.91% (-0.31%)

10% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 103

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
93
Reduced
103
Closed
28
Calls
$2.15M
Puts
$170K
Net Calls
+$1.99M
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
201
SYSTM Wealth Solutions
Illinois
$298K +$292K +2,098 New
CSS
202
Cubist Systematic Strategies
Connecticut
$296K +$250K +1,796 +624%
Creative Planning
203
Creative Planning
Kansas
$292K +$37.2K +267 +15%
CT
204
Chicago Trust
Illinois
$284K
URS
205
Utah Retirement Systems
Utah
$284K
SWM
206
Sendero Wealth Management
Texas
$279K +$274K +1,964 New
VDI
207
Vaughan David Investments
Illinois
$275K -$47.6K -342 -15%
SCM
208
Shelton Capital Management
Colorado
$272K -$24.2K -174 -8%
CAN
209
Cetera Advisor Networks
California
$269K +$264K +1,895 New
WA
210
Wealth Alliance
New York
$268K -$8.5K -61 -3%
Holocene Advisors
211
Holocene Advisors
New York
$263K -$2.19M -15,724 -89%
RP
212
Riverwater Partners
Wisconsin
$261K
LWAC
213
Laurel Wealth Advisors (California)
California
$259K
OAM
214
Oppenheimer Asset Management
New York
$256K -$2.65K -19 -1%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$254K +$3.48K +25 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$247K -$344K -2,472 -59%
Mariner
217
Mariner
Kansas
$245K +$241K +1,728 New
II
218
Inspire Investing
Idaho
$236K -$836 -6 -0.4%
MYIA
219
Mount Yale Investment Advisors
Colorado
$233K +$229K +1,644 New
IFS
220
Ifrah Financial Services
Arkansas
$225K +$221K +1,588 New
Franklin Resources
221
Franklin Resources
California
$222K +$218K +1,563 New
KAS
222
Kestra Advisory Services
Texas
$221K +$217K +1,555 New
P
223
Pitcairn
Pennsylvania
$220K +$216K +1,553 New
UB
224
UMB Bank
Missouri
$214K -$12.5K -90 -6%
CM
225
Capula Management
Cayman Islands
$213K +$209K +1,500 New

PRI Hedge Fund Activity: Q4 2022 in Review

320 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2022, worth a combined $4.62B — up 10% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 28 closed out — a net gain of 24 holders — while 93 added to existing stakes and 103 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $24.4M. The largest seller was Millennium Management, cutting an estimated $23.9M.

  • 320 institutional investors held Primerica (PRI) as of Q4 2022, up from 301 in Q3 2022.
  • Funds reported $4.62B of Primerica stock for Q4 2022, up 10% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2022 and 28 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2022 was Victory Capital Management, an estimated $24.4M added.
  • The largest Primerica seller in Q4 2022 was Millennium Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2022.