Primerica
156 hedge funds and large institutions have $2.04B invested in Primerica in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 10 closing their positions.
138% more call options, than puts
Call options by funds: $1.46M | Put options by funds: $613K
63% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 48
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
7% more capital invested
Capital invested by funds: $1.91B → $2.04B (+$129M)
2.6% more ownership
Funds ownership: 90.18% → 92.78% (+2.6%)
1% less funds holding
Funds holding: 157 → 156 (-1)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$14.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$12M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$8.04M |
| 4 |
BAMCO Inc
New York
|
+$7.83M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$7.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$15.3M |
| 3 |
LCM
Lakewood Capital Management
New York
|
-$14.9M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$14.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$13M |
PRI Hedge Fund Activity: Q3 2013 in Review
156 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2013, worth a combined $2.04B — up 6.7% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PRI positions and 10 closed out — a net gain of 1 holder — while 78 added to existing stakes and 48 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $14.3M. The largest seller was Fidelity Investments, cutting an estimated $20.7M.
- 156 institutional investors held Primerica (PRI) as of Q3 2013, down from 157 in Q2 2013.
- Funds reported $2.04B of Primerica stock for Q3 2013, up 6.7% quarter-over-quarter.
- 11 funds opened new Primerica positions in Q3 2013 and 10 closed out, a net change of +1 holder.
- The largest Primerica buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $14.3M added.
- The largest Primerica seller in Q3 2013 was Fidelity Investments, an estimated $20.7M sold.
Based on aggregated 13F filings for Q3 2013.