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Primerica
PRI

318 hedge funds and large institutions have $5.45B invested in Primerica in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.26B → $5.45B (+$195M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.13% less ownership

Funds ownership: 90.58% → 90.45% (-0.13%)

1% less funds holding

Funds holding: 321 → 318 (-3)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 117

53% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $3.8M

Holders
318
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
5.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
100
Reduced
117
Closed
30
Calls
$1.79M
Puts
$3.8M
Net Calls
-$2.01M
Net Calls Change
-$274K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.1M
2
FMI
Fiduciary Management Inc
Wisconsin
+$29.1M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$20.6M
4
State Street
State Street
Massachusetts
+$17.3M
5
AII
AGF Investments Inc
Ontario, Canada
+$15.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$35.9M
2
Macquarie Group
Macquarie Group
Australia
-$22.8M
3
Wells Fargo
Wells Fargo
California
-$16.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.7M
5
Lazard Asset Management
Lazard Asset Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$694M +$5.68M +35,957 +0.8%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$634M +$20.6M +130,160 +3%
BlackRock
3
BlackRock
New York
$502M -$35.9M -227,116 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$383M +$94.1M +595,992 +31%
BAMCO Inc
5
BAMCO Inc
New York
$323M -$2.48M -15,737 -0.7%
BWA
6
Brave Warrior Advisors
New York
$287M -$2.47M -15,621 -0.8%
BAM
7
Burgundy Asset Management
Ontario, Canada
$187M +$1.28M +8,120 +0.7%
State Street
8
State Street
Massachusetts
$164M +$17.3M +109,815 +11%
CCM
9
Cantillon Capital Management
New York
$153M -$1.75M -11,060 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$118M +$386K +2,442 +0.3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$112M -$2.62M -16,600 -2%
Goldman Sachs
12
Goldman Sachs
New York
$100M -$10.1M -64,156 -9%
AII
13
AGF Investments Inc
Ontario, Canada
$96.1M +$15.9M +100,427 +19%
Wells Fargo
14
Wells Fargo
California
$88.9M -$16.6M -105,318 -15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$83.5M -$6.91M -43,762 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$74.8M -$3.78M -23,946 -5%
FMI
17
Fiduciary Management Inc
Wisconsin
$70.7M +$29.1M +184,067 +66%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$70.4M +$142K +897 +0.2%
QCMNJ
19
Quantum Capital Management (New Jersey)
New Jersey
$62.8M +$657K +4,158 +1%
Fidelity International
20
Fidelity International
Bermuda
$59M +$1.76M +11,150 +3%
Norges Bank
21
Norges Bank
Norway
$51.4M -$3.41M -21,606 -6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$50.3M +$2.19M +13,866 +4%
Northern Trust
23
Northern Trust
Illinois
$49.2M -$1.99M -12,605 -4%
Charles Schwab
24
Charles Schwab
California
$47.5M +$1.27M +8,043 +3%
Brown Advisory
25
Brown Advisory
Maryland
$47.2M -$501K -3,175 -1%
1
2 3 4 5

PRI Hedge Fund Activity: Q2 2021 in Review

318 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2021, worth a combined $5.45B — up 3.7% from $5.26B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PRI and 29 opened new positions — a net loss of 1 holder — while 117 trimmed existing stakes and 100 added.

The largest buyer was Fidelity Investments, adding an estimated $94.1M. The largest seller was BlackRock, cutting an estimated $35.9M.

  • 318 institutional investors held Primerica (PRI) as of Q2 2021, down from 321 in Q1 2021.
  • Funds reported $5.45B of Primerica stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 29 funds opened new Primerica positions in Q2 2021 and 30 closed out, a net change of -1 holder.
  • The largest Primerica buyer in Q2 2021 was Fidelity Investments, an estimated $94.1M added.
  • The largest Primerica seller in Q2 2021 was BlackRock, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2021.