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Primerica
PRI

334 hedge funds and large institutions have $4.77B 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.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $4B → $4.77B (+$771M)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.8% more ownership

Funds ownership: 89.49% → 90.3% (+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

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
99
Reduced
137
Closed
39
Calls
$2.64M
Puts
$3.32M
Net Calls
-$683K
Net Calls Change
-$13.8M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$28M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$23.5M
3
VDI
Vaughan David Investments
Illinois
+$23.5M
4
FMI
Fiduciary Management Inc
Wisconsin
+$16.2M
5
Goldman Sachs
Goldman Sachs
New York
+$15.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$23.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$18.3M
3
Man Group
Man Group
United Kingdom
-$15.7M
4
BAMCO Inc
BAMCO Inc
New York
-$8.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$559M +$6.1M +48,571 +1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$515M +$23.5M +187,304 +5%
BlackRock
3
BlackRock
New York
$456M +$2.46M +19,612 +0.6%
BAMCO Inc
4
BAMCO Inc
New York
$300M -$8.98M -71,483 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$245M +$1.06M +8,466 +0.5%
BWA
6
Brave Warrior Advisors
New York
$224M -$366K -2,910 -0.2%
BAM
7
Burgundy Asset Management
Ontario, Canada
$162M +$5.68M +45,184 +4%
CCM
8
Cantillon Capital Management
New York
$140M -$1.34M -10,705 -1%
State Street
9
State Street
Massachusetts
$129M -$787K -6,264 -0.6%
Goldman Sachs
10
Goldman Sachs
New York
$105M +$15.5M +123,363 +19%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$103M -$463K -3,688 -0.5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$102M +$223K +1,773 +0.2%
Wells Fargo
13
Wells Fargo
California
$86.9M -$23.5M -186,699 -22%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$85.2M -$1.29M -10,242 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$71.1M +$3.33M +26,476 +5%
QCMNJ
16
Quantum Capital Management (New Jersey)
New Jersey
$61.9M +$10.8M +85,799 +23%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$55.3M +$28M +222,637 +117%
AII
18
AGF Investments Inc
Ontario, Canada
$55.2M +$2.71M +21,551 +6%
Norges Bank
19
Norges Bank
Norway
$51.6M – – –
Fidelity International
20
Fidelity International
Bermuda
$50.1M – – –
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$43.7M +$818K +6,514 +2%
FMI
22
Fiduciary Management Inc
Wisconsin
$42.1M +$16.2M +128,912 +70%
Northern Trust
23
Northern Trust
Illinois
$42M -$481K -3,831 -1%
Victory Capital Management
24
Victory Capital Management
Texas
$41.7M -$2.16M -17,172 -5%
UBS AM
25
UBS AM
Illinois
$40.2M +$4.53M +36,063 +14%
1
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PRI Hedge Fund Activity: Q4 2020 in Review

334 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2020, worth a combined $4.77B — 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 $4.77B 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.