Primerica
334 hedge funds and large institutions have $4.75B invested in Primerica in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 137 reducing their positions, and 39 closing their positions.
19% more capital invested
Capital invested by funds: $4B → $4.75B (+$751M)
5% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 39
0.8% more ownership
Funds ownership: 89.45% → 90.25% (+0.8%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% less funds holding
Funds holding: 335 → 334 (-1)
21% less call options, than puts
Call options by funds: $2.64M | Put options by funds: $3.32M
28% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$28M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$23.5M |
| 3 |
VDI
Vaughan David Investments
Peoria,
Illinois
|
+$23.5M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$16.2M |
| 5 |
Goldman Sachs
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$23.5M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$18.3M |
| 3 |
Man Group
London,
United Kingdom
|
-$15.7M |
| 4 |
BAMCO Inc
New York
|
-$8.98M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.65M |
PRI Hedge Fund Activity: Q4 2020 in Review
334 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2020, worth a combined $4.75B — up 19% from $4B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new PRI positions and 39 closed out — a net gain of 2 holders — while 99 added to existing stakes and 137 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $28M. The largest seller was Wells Fargo, cutting an estimated $23.5M.
- 334 institutional investors held Primerica (PRI) as of Q4 2020, down from 335 in Q3 2020.
- Funds reported $4.75B of Primerica stock for Q4 2020, up 19% quarter-over-quarter.
- 41 funds opened new Primerica positions in Q4 2020 and 39 closed out, a net change of +2 holders.
- The largest Primerica buyer in Q4 2020 was Fuller & Thaler Asset Management, an estimated $28M added.
- The largest Primerica seller in Q4 2020 was Wells Fargo, an estimated $23.5M sold.
Based on aggregated 13F filings for Q4 2020.