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Primerica

449 hedge funds and large institutions have $8.18B invested in Primerica in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 151 increasing their positions, 144 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 25

10% more funds holding

Funds holding: 408449 (+41)

9% more capital invested

Capital invested by funds: $7.49B → $8.18B (+$691M)

5% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 144

0.82% less ownership

Funds ownership: 92.11%91.28% (-0.82%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

69% less call options, than puts

Call options by funds: $848K | Put options by funds: $2.76M

Holders
449
Holders Change
+41
Holders Change %
+10.05%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
71
Increased
151
Reduced
144
Closed
25
Calls
$848K
Puts
$2.76M
Net Calls
-$1.91M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
201
Versor Investments
New York
$1.02M +$974K +3,856 New
Cerity Partners
202
Cerity Partners
New York
$983K +$937K +3,709 New
X
203
Xponance
Pennsylvania
$980K -$6.31K -25 -0.7%
DIA
204
Dana Investment Advisors
Wisconsin
$977K +$56.1K +222 +6%
Osaic Holdings
205
Osaic Holdings
Arizona
$973K -$134K -529 -13%
WB
206
WesBanco Bank
West Virginia
$968K
LAM
207
LECAP Asset Management
United Kingdom
$929K +$885K +3,505 New
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$922K -$15.7K -62 -2%
EAM
209
Erste Asset Management
Austria
$921K
Federated Hermes
210
Federated Hermes
Pennsylvania
$885K +$75K +297 +10%
I
211
InceptionR
California
$874K +$518K +2,053 +165%
MWM
212
MGB Wealth Management
Texas
$865K
COI
213
Connable Office Inc
Michigan
$852K +$28.3K +112 +4%
AWM
214
Apollon Wealth Management
South Carolina
$841K +$758 +3 +0.1%
SAM
215
Shell Asset Management
Netherlands
$833K +$793K +3,140 New
Tudor Investment Corp
216
Tudor Investment Corp
Connecticut
$826K +$787K +3,116 New
OAM
217
Oppenheimer Asset Management
New York
$807K -$35.1K -139 -4%
CWP
218
Curated Wealth Partners
California
$806K
MOS
219
MGO One Seven
Ohio
$805K +$103K +409 +16%
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$804K -$192K -760 -20%
MGIA
221
Moneta Group Investment Advisors
Missouri
$803K -$6.57K -26 -0.9%
CG
222
Cynosure Group
Utah
$802K +$346K +1,372 +83%
OTL
223
Oak Thistle LLC
New York
$794K +$756K +2,993 New
EI
224
Ethic Inc
New York
$788K -$23.5K -93 -3%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$775K +$21.2K +84 +3%

PRI Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2024, worth a combined $8.18B — up 9.2% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PRI positions and 25 closed out — a net gain of 46 holders — while 151 added to existing stakes and 144 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $14.4M. The largest seller was Brave Warrior Advisors, cutting an estimated $109M.

  • 449 institutional investors held Primerica (PRI) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.18B of Primerica stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 71 funds opened new Primerica positions in Q3 2024 and 25 closed out, a net change of +46 holders.
  • The largest Primerica buyer in Q3 2024 was Citadel Advisors, an estimated $14.4M added.
  • The largest Primerica seller in Q3 2024 was Brave Warrior Advisors, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2024.