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Primerica

285 hedge funds and large institutions have $4.22B invested in Primerica in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

65% more call options, than puts

Call options by funds: $7.69M | Put options by funds: $4.65M

16% more capital invested

Capital invested by funds: $3.63B → $4.22B (+$593M)

10% more funds holding

Funds holding: 258285 (+27)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.33% less ownership

Funds ownership: 99.26%93.93% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
285
Holders Change
+27
Holders Change %
+10.47%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
81
Reduced
107
Closed
25
Calls
$7.69M
Puts
$4.65M
Net Calls
+$3.04M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$491M -$14.5M -152,523 -3%
BlackRock
2
BlackRock
New York
$475M +$3.8M +39,870 +0.9%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$368M +$10.6M +111,583 +3%
BAMCO Inc
4
BAMCO Inc
New York
$273M +$700K +7,350 +0.3%
State Street
5
State Street
Massachusetts
$169M -$662K -6,949 -0.4%
BAM
6
Burgundy Asset Management
Ontario, Canada
$158M -$11.7M -122,745 -7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$146M -$10.9M -114,385 -7%
BWA
8
Brave Warrior Advisors
New York
$142M -$8.35M -87,628 -6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$139M -$3.56M -37,386 -3%
RCG
10
Ruane, Cunniff & Goldfarb
New York
$102M -$95.4M -1,000,735 -50%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$98.8M -$9.58M -100,596 -9%
CCM
12
Cantillon Capital Management
New York
$94.2M -$6.52M -68,427 -7%
Goldman Sachs
13
Goldman Sachs
New York
$85.2M -$8.21M -86,202 -9%
Victory Capital Management
14
Victory Capital Management
Texas
$84M -$53.3M -559,829 -40%
Wells Fargo
15
Wells Fargo
California
$83.2M +$441K +4,633 +0.6%
Northern Trust
16
Northern Trust
Illinois
$70.6M -$4.19M -43,928 -6%
AII
17
AGF Investments Inc
Ontario, Canada
$70M +$584K +6,126 +0.9%
Brown Advisory
18
Brown Advisory
Maryland
$64.4M -$1.22M -12,840 -2%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$51M -$15M -157,704 -24%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$50.3M +$10.1M +106,234 +27%
Norges Bank
21
Norges Bank
Norway
$47M
Macquarie Group
22
Macquarie Group
Australia
$47M -$6.89M -72,330 -14%
JP Morgan Chase
23
JP Morgan Chase
New York
$44.7M -$2.81M -29,473 -6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$37.4M -$440K -4,619 -1%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$34.5M -$953K -10,000 -3%

PRI Hedge Fund Activity: Q4 2017 in Review

285 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2017, worth a combined $4.22B — up 16% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 25 closed out — a net gain of 27 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $12.7M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $95.4M.

  • 285 institutional investors held Primerica (PRI) as of Q4 2017, up from 258 in Q3 2017.
  • Funds reported $4.22B of Primerica stock for Q4 2017, up 16% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2017 and 25 closed out, a net change of +27 holders.
  • The largest Primerica buyer in Q4 2017 was Schroder Investment Management Group, an estimated $12.7M added.
  • The largest Primerica seller in Q4 2017 was Ruane, Cunniff & Goldfarb, an estimated $95.4M sold.

Based on aggregated 13F filings for Q4 2017.