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Primerica

351 hedge funds and large institutions have $5.73B invested in Primerica in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.09M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more capital invested

Capital invested by funds: $4.62B → $5.73B (+$1.11B)

10% more funds holding

Funds holding: 320351 (+31)

0.42% more ownership

Funds ownership: 90.91%91.33% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
351
Holders Change
+31
Holders Change %
+9.69%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
101
Reduced
125
Closed
31
Calls
$6.78M
Puts
$3.09M
Net Calls
+$3.69M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$676M +$3.89M +23,751 +0.6%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$673M +$3.95M +24,125 +0.6%
BlackRock
3
BlackRock
New York
$565M +$2.13M +12,990 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$560M -$11M -67,258 -2%
BWA
5
Brave Warrior Advisors
New York
$371M -$1.56M -9,511 -0.4%
BAMCO Inc
6
BAMCO Inc
New York
$335M -$554K -3,380 -0.2%
BAM
7
Burgundy Asset Management
Ontario, Canada
$215M -$30.6K -187 -0%
State Street
8
State Street
Massachusetts
$185M -$245K -1,494 -0.1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$139M -$839K -5,119 -0.6%
Victory Capital Management
10
Victory Capital Management
Texas
$123M -$16.4M -100,312 -12%
LAM
11
Lyrical Asset Management
New York
$120M +$114M +697,636 +46,478%
FMI
12
Fiduciary Management Inc
Wisconsin
$107M -$2.57M -15,697 -2%
AM
13
AGF Management
Ontario, Canada
$98.8M +$20.2M +123,518 +27%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$89.1M +$2.71M +16,561 +3%
Wells Fargo
15
Wells Fargo
California
$85.3M -$6.26M -38,196 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$76.4M +$939K +5,728 +1%
Norges Bank
17
Norges Bank
Norway
$63.8M +$1.78M +10,858 +3%
Charles Schwab
18
Charles Schwab
California
$58M -$338K -2,060 -0.6%
QCMNJ
19
Quantum Capital Management (New Jersey)
New Jersey
$53M -$8.82M -53,798 -15%
Northern Trust
20
Northern Trust
Illinois
$49.9M +$576K +3,512 +1%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$48.3M -$2.43M -14,810 -5%
N
22
Nuveen
North Carolina
$47.7M +$7.59M +46,307 +20%
Principal Financial Group
23
Principal Financial Group
Iowa
$43.2M -$1.25M -7,652 -3%
Invesco
24
Invesco
Georgia
$37M -$10.8M -65,783 -23%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$36.9M +$5.48M +33,418 +18%

PRI Hedge Fund Activity: Q1 2023 in Review

351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2023, worth a combined $5.73B — up 24% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRI positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Lyrical Asset Management, adding an estimated $114M. The largest seller was Millennium Management, cutting an estimated $38.7M.

  • 351 institutional investors held Primerica (PRI) as of Q1 2023, up from 320 in Q4 2022.
  • Funds reported $5.73B of Primerica stock for Q1 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Primerica positions in Q1 2023 and 31 closed out, a net change of +34 holders.
  • The largest Primerica buyer in Q1 2023 was Lyrical Asset Management, an estimated $114M added.
  • The largest Primerica seller in Q1 2023 was Millennium Management, an estimated $38.7M sold.

Based on aggregated 13F filings for Q1 2023.