Primerica
196 hedge funds and large institutions have $2.42B invested in Primerica in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 71 reducing their positions, and 28 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 71
8.93% more ownership
Funds ownership: 99.39% → 108.32% (+8.9%)
4% more capital invested
Capital invested by funds: $2.33B → $2.42B (+$88.6M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2% less funds holding
Funds holding: 200 → 196 (-4)
11% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 28
87% less call options, than puts
Call options by funds: $1.2M | Put options by funds: $9.56M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$55.7M |
| 2 |
Bank of New York Mellon
New York
|
+$44.7M |
| 3 |
RIM
RS Investment Management
San Francisco,
California
|
+$27.4M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$18.5M |
| 5 |
BWA
Brave Warrior Advisors
New York
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$31.6M |
| 2 |
FCM
Force Capital Management
New York
|
-$16.4M |
| 3 |
Pzena Investment Management
New York
|
-$15.5M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$14M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$10.9M |
PRI Hedge Fund Activity: Q3 2015 in Review
196 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2015, worth a combined $2.42B — up 3.8% from $2.33B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of PRI and 25 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 85 added.
The largest buyer was Virtus Fund Advisers, adding an estimated $55.7M. The largest seller was Citadel Advisors, cutting an estimated $31.6M.
- 196 institutional investors held Primerica (PRI) as of Q3 2015, down from 200 in Q2 2015.
- Funds reported $2.42B of Primerica stock for Q3 2015, up 3.8% quarter-over-quarter.
- 25 funds opened new Primerica positions in Q3 2015 and 28 closed out, a net change of -3 holders.
- The largest Primerica buyer in Q3 2015 was Virtus Fund Advisers, an estimated $55.7M added.
- The largest Primerica seller in Q3 2015 was Citadel Advisors, an estimated $31.6M sold.
Based on aggregated 13F filings for Q3 2015.