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Primerica

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.09M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more capital invested

Capital invested by funds: $4.62B → $5.73B (+$1.11B)

10% more funds holding

Funds holding: 320351 (+31)

0.42% more ownership

Funds ownership: 90.91%91.33% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$426K +$4.59K +28 +1%
STA
202
Summit Trail Advisors
New York
$424K +$40K +244 +11%
GAM
203
Gotham Asset Management
New York
$416K +$396K +2,417 New
SWM
204
Sendero Wealth Management
Texas
$411K +$68.8K +420 +21%
KWM
205
Kolinsky Wealth Management
New Jersey
$400K -$6.72K -41 -2%
Mitsubishi UFJ Trust & Banking
206
Mitsubishi UFJ Trust & Banking
Japan
$397K -$126K -767 -25%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$391K -$38K -232 -9%
Mariner
208
Mariner
Kansas
$386K +$84.9K +518 +30%
CCM
209
Coldstream Capital Management
Washington
$385K +$4.59K +28 +1%
PAM
210
Panagora Asset Management
Massachusetts
$385K
KeyBank National Association
211
KeyBank National Association
Ohio
$382K -$140K -855 -28%
IB
212
Intrust Bank
Kansas
$380K
ProShare Advisors
213
ProShare Advisors
Maryland
$378K -$475K -2,897 -57%
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
$371K +$353K +2,156 New
SWS
215
SYSTM Wealth Solutions
Illinois
$359K -$2.13K -13 -0.6%
CT
216
Chicago Trust
Illinois
$344K
URS
217
Utah Retirement Systems
Utah
$344K
TI
218
Tidal Investments
Wisconsin
$338K +$322K +1,964 New
William Blair & Company
219
William Blair & Company
Illinois
$333K +$317K +1,935 New
OTL
220
Oak Thistle LLC
New York
$328K +$312K +1,903 New
TSS
221
Two Sigma Securities
New York
$326K +$310K +1,892 New
CAN
222
Cetera Advisor Networks
California
$322K -$4.42K -27 -1%
SCM
223
Shelton Capital Management
Colorado
$321K -$9.02K -55 -3%
RP
224
Riverwater Partners
Wisconsin
$316K
IWC
225
Integrated Wealth Concepts
Massachusetts
$314K +$299K +1,823 New

PRI Hedge Fund Activity: Q1 2023 in Review

351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2023, worth a combined $5.73B — up 24% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRI positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Lyrical Asset Management, adding an estimated $114M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 351 institutional investors held Primerica (PRI) as of Q1 2023, up from 320 in Q4 2022.
  • Funds reported $5.73B of Primerica stock for Q1 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Primerica positions in Q1 2023 and 31 closed out, a net change of +34 holders.
  • The largest Primerica buyer in Q1 2023 was Lyrical Asset Management, an estimated $114M added.
  • The largest Primerica seller in Q1 2023 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q1 2023.