We are live on ! Find out more
PRI icon

Primerica

200 hedge funds and large institutions have $2.33B invested in Primerica in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

26% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 66

5.84% more ownership

Funds ownership: 93.55%99.39% (+5.8%)

3% more funds holding

Funds holding: 195200 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less capital invested

Capital invested by funds: $2.49B → $2.33B (-$159M)

89% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $10.1M

Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
31
Increased
83
Reduced
66
Closed
24
Calls
$1.11M
Puts
$10.1M
Net Calls
-$8.98M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$210M -$8.09M -173,219 -4%
BAMCO Inc
2
BAMCO Inc
New York
$165M +$288K +6,169 +0.2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$163M +$38.6M +826,815 +30%
Vanguard Group
4
Vanguard Group
Pennsylvania
$153M +$2.19M +46,915 +1%
RCG
5
Ruane, Cunniff & Goldfarb
New York
$132M -$34.4M -737,317 -20%
BWA
6
Brave Warrior Advisors
New York
$123M +$27.4M +586,382 +28%
BFA
7
BlackRock Fund Advisors
California
$112M -$4.79M -102,603 -4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$86.2M -$43.7M -935,637 -33%
State Street
9
State Street
Massachusetts
$84.8M -$6.73M -144,119 -7%
BAM
10
Burgundy Asset Management
Ontario, Canada
$84.6M -$155K -3,311 -0.2%
Citadel Advisors
11
Citadel Advisors
Florida
$76.2M +$58.4M +1,249,672 +299%
BIT
12
BlackRock Institutional Trust
California
$66.7M -$4.62M -99,011 -6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$63.9M +$2.61M +55,827 +4%
Northern Trust
14
Northern Trust
Illinois
$59.1M +$2.03M +43,535 +3%
AII
15
AGF Investments Inc
Ontario, Canada
$45M +$2.2M +47,063 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$38.8M +$6.8M +145,523 +21%
Wells Fargo
17
Wells Fargo
California
$37.1M +$8.7M +186,247 +30%
Pzena Investment Management
18
Pzena Investment Management
New York
$32.8M +$124K +2,650 +0.4%
Fisher Asset Management
19
Fisher Asset Management
Washington
$25.1M -$13.1K -280 -0.1%
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$23.3M
Norges Bank
21
Norges Bank
Norway
$23.2M +$1.13M +24,106 +5%
WC
22
Walthausen & Co
New York
$21.8M +$677K +14,500 +3%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$19.1M +$8.54M +182,837 +78%
Principal Financial Group
24
Principal Financial Group
Iowa
$17M +$811K +17,359 +5%
FCM
25
Force Capital Management
New York
$16.4M -$22.4M -478,843 -57%

PRI Hedge Fund Activity: Q2 2015 in Review

200 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2015, worth a combined $2.33B — down 6.4% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PRI positions and 24 closed out — a net gain of 7 holders — while 83 added to existing stakes and 66 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $58.4M. The largest seller was Wellington Management Group, cutting an estimated $43.7M.

  • 200 institutional investors held Primerica (PRI) as of Q2 2015, up from 195 in Q1 2015.
  • Funds reported $2.33B of Primerica stock for Q2 2015, down 6.4% quarter-over-quarter.
  • 31 funds opened new Primerica positions in Q2 2015 and 24 closed out, a net change of +7 holders.
  • The largest Primerica buyer in Q2 2015 was Citadel Advisors, an estimated $58.4M added.
  • The largest Primerica seller in Q2 2015 was Wellington Management Group, an estimated $43.7M sold.

Based on aggregated 13F filings for Q2 2015.