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Primerica

258 hedge funds and large institutions have $3.63B invested in Primerica in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

18% more call options, than puts

Call options by funds: $3.74M | Put options by funds: $3.16M

7% more capital invested

Capital invested by funds: $3.38B → $3.63B (+$241M)

3% more funds holding

Funds holding: 251258 (+7)

1.05% more ownership

Funds ownership: 98.21%99.26% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

17% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 101

Holders
258
Holders Change
+7
Holders Change %
+2.79%
% of All Funds
6.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
28
Increased
84
Reduced
101
Closed
19
Calls
$3.74M
Puts
$3.16M
Net Calls
+$580K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M -$7.47M -95,688 -2%
BlackRock
2
BlackRock
New York
$378M +$16M +204,862 +5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$286M +$6.37M +81,603 +2%
BAMCO Inc
4
BAMCO Inc
New York
$218M -$21.7K -278 -0%
RCG
5
Ruane, Cunniff & Goldfarb
New York
$164M
BAM
6
Burgundy Asset Management
Ontario, Canada
$137M +$3.4M +43,558 +3%
State Street
7
State Street
Massachusetts
$136M -$8.69M -111,230 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$126M +$754K +9,657 +0.6%
BWA
9
Brave Warrior Advisors
New York
$121M -$2.6M -33,248 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$114M -$5.33M -68,228 -5%
Victory Capital Management
11
Victory Capital Management
Texas
$113M -$2.36M -30,213 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$87.6M -$2.48M -31,746 -3%
CCM
13
Cantillon Capital Management
New York
$81.2M -$1.84M -23,585 -2%
Goldman Sachs
14
Goldman Sachs
New York
$75.5M -$185K -2,363 -0.3%
Wells Fargo
15
Wells Fargo
California
$66.4M +$517K +6,624 +0.8%
Northern Trust
16
Northern Trust
Illinois
$60.3M -$1.48M -19,014 -3%
AII
17
AGF Investments Inc
Ontario, Canada
$55.7M -$2.28M -29,222 -4%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$53.8M +$8.72M +111,624 +20%
Brown Advisory
19
Brown Advisory
Maryland
$52.7M +$77.5K +992 +0.2%
Macquarie Group
20
Macquarie Group
Australia
$43.6M -$3.9M -49,924 -9%
JP Morgan Chase
21
JP Morgan Chase
New York
$38.5M -$2.5M -32,035 -6%
Norges Bank
22
Norges Bank
Norway
$37.8M +$7.76M +99,414 +27%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$31.7M +$6.01M +76,903 +25%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$30.4M +$1.26M +16,193 +5%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$28.5M

PRI Hedge Fund Activity: Q3 2017 in Review

258 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2017, worth a combined $3.63B — up 7.1% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PRI positions and 19 closed out — a net gain of 9 holders — while 84 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $16M. The largest seller was Jupiter Investment Management, cutting an estimated $16.8M.

  • 258 institutional investors held Primerica (PRI) as of Q3 2017, up from 251 in Q2 2017.
  • Funds reported $3.63B of Primerica stock for Q3 2017, up 7.1% quarter-over-quarter.
  • 28 funds opened new Primerica positions in Q3 2017 and 19 closed out, a net change of +9 holders.
  • The largest Primerica buyer in Q3 2017 was BlackRock, an estimated $16M added.
  • The largest Primerica seller in Q3 2017 was Jupiter Investment Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2017.