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Primerica

408 hedge funds and large institutions have $7.49B invested in Primerica in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 141 increasing their positions, 145 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

2% more funds holding

Funds holding: 400408 (+8)

1.71% more ownership

Funds ownership: 90.4%92.11% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 145

6% less capital invested

Capital invested by funds: $7.97B → $7.49B (-$475M)

69% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $6.81M

Holders
408
Holders Change
+8
Holders Change %
+2%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
57
Increased
141
Reduced
145
Closed
44
Calls
$2.08M
Puts
$6.81M
Net Calls
-$4.73M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
201
F.L. Putnam Investment Management
Massachusetts
$783K -$667K -2,943 -47%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$776K -$363K -1,602 -33%
EI
203
Ethic Inc
New York
$759K +$21.1K +93 +3%
OAM
204
Oppenheimer Asset Management
New York
$753K +$113K +497 +19%
AWM
205
Apollon Wealth Management
South Carolina
$749K -$7.94K -35 -1%
COI
206
Connable Office Inc
Michigan
$733K
QCM
207
Quantinno Capital Management
New York
$730K +$74.4K +328 +12%
MGIA
208
Moneta Group Investment Advisors
Missouri
$723K +$393K +1,733 +131%
Federated Hermes
209
Federated Hermes
Pennsylvania
$720K -$176K -774 -20%
CWP
210
Curated Wealth Partners
California
$719K +$689K +3,039 New
VPIM
211
Vanguard Personalized Indexing Management
California
$712K +$69.8K +308 +11%
MSRPS
212
Maryland State Retirement & Pension System
Maryland
$686K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$671K +$3.63K +16 +0.6%
DADC
214
D.A. Davidson & Co
Montana
$655K
M&T Bank
215
M&T Bank
New York
$649K -$69.6K -307 -10%
SAM
216
Securian Asset Management
Minnesota
$649K -$41.7K -184 -6%
Brown Advisory
217
Brown Advisory
Maryland
$627K -$3.04M -13,423 -84%
GWSG
218
GPS Wealth Strategies Group
Colorado
$625K +$14.1K +62 +2%
MOS
219
MGO One Seven
Ohio
$622K +$596K +2,628 New
Mariner
220
Mariner
Kansas
$589K +$29.5K +130 +6%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$588K -$680 -3 -0.1%
KWM
222
Kolinsky Wealth Management
New Jersey
$581K +$227 +1 +0%
KPWS
223
Kestra Private Wealth Services
Texas
$579K
SWM
224
Sendero Wealth Management
Texas
$578K
RJFSA
225
Raymond James Financial Services Advisors
Florida
$542K +$53.7K +237 +12%

PRI Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2024, worth a combined $7.49B — down 6% from $7.97B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PRI positions and 44 closed out — a net gain of 13 holders — while 141 added to existing stakes and 145 trimmed.

The largest buyer was Millennium Management, adding an estimated $154M. The largest seller was BlackRock, cutting an estimated $33.1M.

  • 408 institutional investors held Primerica (PRI) as of Q2 2024, up from 400 in Q1 2024.
  • Funds reported $7.49B of Primerica stock for Q2 2024, down 6% quarter-over-quarter.
  • 57 funds opened new Primerica positions in Q2 2024 and 44 closed out, a net change of +13 holders.
  • The largest Primerica buyer in Q2 2024 was Millennium Management, an estimated $154M added.
  • The largest Primerica seller in Q2 2024 was BlackRock, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2024.