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Primerica

320 hedge funds and large institutions have $4.62B invested in Primerica in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,168% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $170K

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more capital invested

Capital invested by funds: $4.2B → $4.62B (+$421M)

6% more funds holding

Funds holding: 301320 (+19)

0.31% less ownership

Funds ownership: 91.22%90.91% (-0.31%)

10% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 103

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
52
Increased
93
Reduced
103
Closed
28
Calls
$2.15M
Puts
$170K
Net Calls
+$1.99M
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$553M -$9.12M -65,493 -2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$551M -$21.8M -156,279 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$470M -$6.95M -49,870 -1%
BlackRock
4
BlackRock
New York
$463M +$8.63M +61,962 +2%
BWA
5
Brave Warrior Advisors
New York
$306M -$5.37M -38,569 -2%
BAMCO Inc
6
BAMCO Inc
New York
$277M -$3.52M -25,268 -1%
BAM
7
Burgundy Asset Management
Ontario, Canada
$177M -$653K -4,691 -0.4%
State Street
8
State Street
Massachusetts
$152M +$1.32M +9,444 +0.9%
Victory Capital Management
9
Victory Capital Management
Texas
$115M +$24.4M +174,822 +27%
FMI
10
Fiduciary Management Inc
Wisconsin
$90.6M -$1.7M -12,215 -2%
Wells Fargo
11
Wells Fargo
California
$75.7M -$1.72M -12,365 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$71M +$2.37M +17,034 +4%
AM
13
AGF Management
Ontario, Canada
$63.8M +$62.7M +450,113 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$62.1M -$1.74M -12,504 -3%
QCMNJ
15
Quantum Capital Management (New Jersey)
New Jersey
$51.3M -$1.82M -13,066 -3%
Norges Bank
16
Norges Bank
Norway
$51M +$1.58M +11,324 +3%
Charles Schwab
17
Charles Schwab
California
$48M +$894K +6,420 +2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$41.8M -$14.2M -101,597 -26%
Northern Trust
19
Northern Trust
Illinois
$40.6M -$191K -1,369 -0.5%
Invesco
20
Invesco
Georgia
$39.8M +$8.73M +62,681 +29%
Millennium Management
21
Millennium Management
New York
$38.6M -$23.9M -171,629 -39%
Brown Advisory
22
Brown Advisory
Maryland
$37.3M -$1.24M -8,917 -3%
Principal Financial Group
23
Principal Financial Group
Iowa
$36.6M +$8.27M +59,394 +30%
N
24
Nuveen
North Carolina
$32.7M +$2.3M +16,541 +8%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$31.2M +$9.47K +68 +0%

PRI Hedge Fund Activity: Q4 2022 in Review

320 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2022, worth a combined $4.62B — up 10% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRI positions and 28 closed out — a net gain of 24 holders — while 93 added to existing stakes and 103 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $24.4M. The largest seller was Millennium Management, cutting an estimated $23.9M.

  • 320 institutional investors held Primerica (PRI) as of Q4 2022, up from 301 in Q3 2022.
  • Funds reported $4.62B of Primerica stock for Q4 2022, up 10% quarter-over-quarter.
  • 52 funds opened new Primerica positions in Q4 2022 and 28 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2022 was Victory Capital Management, an estimated $24.4M added.
  • The largest Primerica seller in Q4 2022 was Millennium Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2022.