We are live on ! Find out more
PRI icon

Primerica

172 hedge funds and large institutions have $2.5B invested in Primerica in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.66% more ownership

Funds ownership: 92.7%95.37% (+2.7%)

4% more capital invested

Capital invested by funds: $2.39B → $2.5B (+$101M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 174172 (-2)

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
51
Reduced
77
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$234M -$2.26M -49,256 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$181M -$3.09M -67,245 -2%
RCG
3
Ruane, Cunniff & Goldfarb
New York
$178M -$13.8K -300 -0%
BAMCO Inc
4
BAMCO Inc
New York
$172M -$155K -3,371 -0.1%
BWA
5
Brave Warrior Advisors
New York
$161M -$840K -18,307 -0.5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$160M +$1.31M +28,639 +0.9%
BFA
7
BlackRock Fund Advisors
California
$114M -$5.52M -120,248 -5%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$105M +$75.9M +1,653,152 +311%
State Street
9
State Street
Massachusetts
$95.5M -$3.31M -72,070 -3%
BAM
10
Burgundy Asset Management
Ontario, Canada
$90.8M -$1.32M -28,734 -1%
BIT
11
BlackRock Institutional Trust
California
$74.2M -$2.69M -58,609 -4%
Northern Trust
12
Northern Trust
Illinois
$62.1M -$4.15M -90,355 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$60M +$6.32M +137,616 +12%
AII
14
AGF Investments Inc
Ontario, Canada
$49.3M -$1.27M -27,626 -3%
Norges Bank
15
Norges Bank
Norway
$48M +$23M +501,699 +100%
Pzena Investment Management
16
Pzena Investment Management
New York
$44.3M +$3.74M +81,447 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$35.7M +$1.5M +32,752 +5%
FCM
18
Force Capital Management
New York
$33.7M +$1.87M +40,734 +6%
Wells Fargo
19
Wells Fargo
California
$28.1M +$15.6M +340,486 +138%
DIA
20
Denver Investment Advisors
Colorado
$28.1M -$633K -13,781 -2%
Victory Capital Management
21
Victory Capital Management
Texas
$28M -$753K -16,411 -3%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$24.4M +$23.4M +510,000 New
WC
23
Walthausen & Co
New York
$21.7M +$4.12M +89,830 +25%
NAP
24
New Amsterdam Partners
New York
$21.3M +$765K +16,676 +4%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$17.7M

PRI Hedge Fund Activity: Q2 2014 in Review

172 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2014, worth a combined $2.5B — up 4.2% from $2.39B a quarter earlier.

Fund positioning in PRI was balanced in Q2 2014: 23 funds opened new positions, 23 closed out, 51 added to existing stakes and 77 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $75.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $9.82M.

  • 172 institutional investors held Primerica (PRI) as of Q2 2014, down from 174 in Q1 2014.
  • Funds reported $2.5B of Primerica stock for Q2 2014, up 4.2% quarter-over-quarter.
  • 23 funds opened new Primerica positions in Q2 2014 and 23 closed out, a net change of 0 holders.
  • The largest Primerica buyer in Q2 2014 was Kayne Anderson Rudnick Investment Management, an estimated $75.9M added.
  • The largest Primerica seller in Q2 2014 was D.E. Shaw & Co, an estimated $9.82M sold.

Based on aggregated 13F filings for Q2 2014.