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Primerica

321 hedge funds and large institutions have $5.26B invested in Primerica in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $4.77B → $5.26B (+$490M)

0.28% more ownership

Funds ownership: 90.3%90.58% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 334321 (-13)

23% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 48

23% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 128

51% less call options, than puts

Call options by funds: $1.69M | Put options by funds: $3.42M

Holders
321
Holders Change
-13
Holders Change %
-3.89%
% of All Funds
5.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
98
Reduced
128
Closed
48
Calls
$1.69M
Puts
$3.42M
Net Calls
-$1.73M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$665M +$46.1M +321,422 +8%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$593M +$23.9M +166,973 +4%
BlackRock
3
BlackRock
New York
$518M +$14.5M +100,932 +3%
BAMCO Inc
4
BAMCO Inc
New York
$314M -$17.2M -119,617 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$282M +$11M +76,571 +4%
BWA
6
Brave Warrior Advisors
New York
$279M +$31.3M +218,581 +13%
BAM
7
Burgundy Asset Management
Ontario, Canada
$179M +$599K +4,178 +0.3%
CCM
8
Cantillon Capital Management
New York
$149M -$5.04M -35,144 -3%
State Street
9
State Street
Massachusetts
$142M -$814K -5,674 -0.6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$113M +$1.04M +7,222 +1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$110M -$3.26M -22,705 -3%
Goldman Sachs
12
Goldman Sachs
New York
$106M -$9.03M -62,951 -8%
Wells Fargo
13
Wells Fargo
California
$101M +$5.37M +37,470 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$87.1M -$6.8M -47,433 -7%
AII
15
AGF Investments Inc
Ontario, Canada
$77.9M +$16.4M +114,296 +28%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$75.7M -$2.62M -18,270 -3%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$67.8M +$6.55M +45,681 +11%
QCMNJ
18
Quantum Capital Management (New Jersey)
New Jersey
$60M -$8.07M -56,306 -12%
Fidelity International
19
Fidelity International
Bermuda
$55.3M +$7.46K +52 +0%
Norges Bank
20
Norges Bank
Norway
$52.8M -$4.02M -28,050 -7%
Northern Trust
21
Northern Trust
Illinois
$49.3M +$2.82M +19,678 +6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$46.5M -$1.64M -11,418 -4%
Brown Advisory
23
Brown Advisory
Maryland
$46M +$1.68M +11,689 +4%
Charles Schwab
24
Charles Schwab
California
$44.7M +$1.14M +7,976 +3%
Victory Capital Management
25
Victory Capital Management
Texas
$44.1M -$1.94M -13,517 -4%

PRI Hedge Fund Activity: Q1 2021 in Review

321 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2021, worth a combined $5.26B — up 10% from $4.77B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PRI and 37 opened new positions — a net loss of 11 holders — while 128 trimmed existing stakes and 98 added.

The largest buyer was Vanguard Group, adding an estimated $46.1M. The largest seller was BAMCO Inc, cutting an estimated $17.2M.

  • 321 institutional investors held Primerica (PRI) as of Q1 2021, down from 334 in Q4 2020.
  • Funds reported $5.26B of Primerica stock for Q1 2021, up 10% quarter-over-quarter.
  • 37 funds opened new Primerica positions in Q1 2021 and 48 closed out, a net change of -11 holders.
  • The largest Primerica buyer in Q1 2021 was Vanguard Group, an estimated $46.1M added.
  • The largest Primerica seller in Q1 2021 was BAMCO Inc, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2021.