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Primerica

270 hedge funds and large institutions have $4.77B invested in Primerica in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $6.74M

23% more capital invested

Capital invested by funds: $3.88B → $4.77B (+$896M)

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.17% less ownership

Funds ownership: 92.43%92.26% (-0.17%)

1% less funds holding

Funds holding: 273270 (-3)

27% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 104

Holders
270
Holders Change
-3
Holders Change %
-1.1%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
34
Increased
76
Reduced
104
Closed
33
Calls
$12.3M
Puts
$6.74M
Net Calls
+$5.55M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$604M -$1.21M -10,527 -0.2%
BlackRock
2
BlackRock
New York
$599M +$50.5M +438,672 +10%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$483M +$4.46M +38,742 +1%
BAMCO Inc
4
BAMCO Inc
New York
$304M -$447K -3,884 -0.2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$283M -$15.3M -132,709 -5%
State Street
6
State Street
Massachusetts
$179M +$866K +7,514 +0.5%
BWA
7
Brave Warrior Advisors
New York
$154M -$12.7M -110,643 -8%
BAM
8
Burgundy Asset Management
Ontario, Canada
$141M -$16.5M -143,473 -11%
CCM
9
Cantillon Capital Management
New York
$115M -$432K -3,749 -0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$114M -$12.5M -108,183 -10%
Victory Capital Management
11
Victory Capital Management
Texas
$95.2M -$393K -3,412 -0.4%
Wells Fargo
12
Wells Fargo
California
$92.6M +$1.41M +12,199 +2%
Northern Trust
13
Northern Trust
Illinois
$85.6M +$1.12M +9,755 +1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$85.1M +$806K +7,000 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$80.5M -$2.25M -19,534 -3%
Goldman Sachs
16
Goldman Sachs
New York
$76.5M -$13.9M -120,813 -16%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$75.3M +$13.4M +115,923 +23%
AII
18
AGF Investments Inc
Ontario, Canada
$74.6M -$2.13M -18,450 -3%
Ameriprise
19
Ameriprise
Minnesota
$71.1M +$10.7M +92,556 +19%
Norges Bank
20
Norges Bank
Norway
$55.3M
Charles Schwab
21
Charles Schwab
California
$55.3M +$2.3M +19,996 +5%
Macquarie Group
22
Macquarie Group
Australia
$52.7M -$7.97M -69,194 -14%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$45.8M -$1.57M -13,625 -4%
Brown Advisory
24
Brown Advisory
Maryland
$42.9M -$1.59M -13,833 -4%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$42.1M

PRI Hedge Fund Activity: Q1 2019 in Review

270 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2019, worth a combined $4.77B — up 23% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PRI positions and 33 closed out — a net gain of 1 holder — while 76 added to existing stakes and 104 trimmed.

The largest buyer was BlackRock, adding an estimated $50.5M. The largest seller was JP Morgan Chase, cutting an estimated $22.1M.

  • 270 institutional investors held Primerica (PRI) as of Q1 2019, down from 273 in Q4 2018.
  • Funds reported $4.77B of Primerica stock for Q1 2019, up 23% quarter-over-quarter.
  • 34 funds opened new Primerica positions in Q1 2019 and 33 closed out, a net change of +1 holder.
  • The largest Primerica buyer in Q1 2019 was BlackRock, an estimated $50.5M added.
  • The largest Primerica seller in Q1 2019 was JP Morgan Chase, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2019.