We are live on ! Find out more
PRI icon

Primerica

337 hedge funds and large institutions have $5.44B invested in Primerica in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

9% more funds holding

Funds holding: 308337 (+29)

0.31% less ownership

Funds ownership: 90.25%89.94% (-0.31%)

1% less capital invested

Capital invested by funds: $5.47B → $5.44B (-$36.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

69% less call options, than puts

Call options by funds: $720K | Put options by funds: $2.35M

Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
114
Reduced
98
Closed
22
Calls
$720K
Puts
$2.35M
Net Calls
-$1.63M
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$690M -$3.56M -22,428 -0.5%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$615M -$8.86M -55,847 -1%
BlackRock
3
BlackRock
New York
$508M +$4.73M +29,802 +0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$497M +$48.3M +304,380 +10%
BAMCO Inc
5
BAMCO Inc
New York
$320M -$1.04M -6,528 -0.3%
BWA
6
Brave Warrior Advisors
New York
$296M +$4.38M +27,591 +1%
BAM
7
Burgundy Asset Management
Ontario, Canada
$194M +$2.6M +16,379 +1%
State Street
8
State Street
Massachusetts
$160M +$1.25M +7,858 +0.8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$117M -$1.23M -7,739 -1%
CCM
10
Cantillon Capital Management
New York
$111M -$39.3M -248,028 -25%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$105M +$8.84M +55,776 +9%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$103M -$5.38M -33,927 -5%
AII
13
AGF Investments Inc
Ontario, Canada
$94M -$2.5M -15,776 -3%
Wells Fargo
14
Wells Fargo
California
$83.4M -$4.33M -27,291 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$73.7M -$1.23M -7,729 -2%
FMI
16
Fiduciary Management Inc
Wisconsin
$70.2M -$2.41M -15,191 -3%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$69.8M +$2.08M +13,109 +3%
QCMNJ
18
Quantum Capital Management (New Jersey)
New Jersey
$63.1M +$301K +1,899 +0.5%
Fidelity International
19
Fidelity International
Bermuda
$59.1M
Goldman Sachs
20
Goldman Sachs
New York
$58.6M -$8.63M -54,444 -12%
Victory Capital Management
21
Victory Capital Management
Texas
$53.3M +$6.44M +40,622 +13%
Norges Bank
22
Norges Bank
Norway
$51.4M +$1.82M +11,500 +4%
Charles Schwab
23
Charles Schwab
California
$50M +$1.3M +8,214 +3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$49.3M -$14.6K -92 -0%
Northern Trust
25
Northern Trust
Illinois
$48.9M +$282K +1,777 +0.6%

PRI Hedge Fund Activity: Q4 2021 in Review

337 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2021, worth a combined $5.44B — down 0.67% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PRI positions and 22 closed out — a net gain of 33 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Cantillon Capital Management, cutting an estimated $39.3M.

  • 337 institutional investors held Primerica (PRI) as of Q4 2021, up from 308 in Q3 2021.
  • Funds reported $5.44B of Primerica stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 55 funds opened new Primerica positions in Q4 2021 and 22 closed out, a net change of +33 holders.
  • The largest Primerica buyer in Q4 2021 was Fidelity Investments, an estimated $48.3M added.
  • The largest Primerica seller in Q4 2021 was Cantillon Capital Management, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2021.