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Primerica

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $2.85M

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

14% more capital invested

Capital invested by funds: $5.73B → $6.52B (+$785M)

12.57% more ownership

Funds ownership: 91.33%103.9% (+13%)

3% more funds holding

Funds holding: 351363 (+12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 135

Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.5M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$758M -$16.1M -87,511 -2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$750M -$20.8M -113,369 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$649M +$5.86M +31,919 +1%
BlackRock
4
BlackRock
New York
$642M -$6.1M -33,224 -1%
BWA
5
Brave Warrior Advisors
New York
$424M -$1.31M -7,135 -0.3%
BAMCO Inc
6
BAMCO Inc
New York
$385M -$104K -568 -0%
BAM
7
Burgundy Asset Management
Ontario, Canada
$254M +$6.65M +36,193 +3%
State Street
8
State Street
Massachusetts
$210M -$2.19M -11,910 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$148M -$10.9M -59,418 -7%
LAM
10
Lyrical Asset Management
New York
$131M -$6.33M -34,474 -5%
FMI
11
Fiduciary Management Inc
Wisconsin
$131M +$7.14M +38,872 +6%
Victory Capital Management
12
Victory Capital Management
Texas
$126M -$13.9M -75,545 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$117M +$14M +76,509 +15%
AM
14
AGF Management
Ontario, Canada
$113M -$241K -1,310 -0.2%
Wells Fargo
15
Wells Fargo
California
$96.2M -$1.57M -8,574 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$85.3M -$2.15M -11,724 -3%
Norges Bank
17
Norges Bank
Norway
$72.4M -$781K -4,253 -1%
Charles Schwab
18
Charles Schwab
California
$65.1M -$1.33M -7,231 -2%
QCMNJ
19
Quantum Capital Management (New Jersey)
New Jersey
$58.4M -$2.37M -12,899 -4%
Northern Trust
20
Northern Trust
Illinois
$56.1M -$1.13M -6,159 -2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$55.3M -$94.4K -514 -0.2%
N
22
Nuveen
North Carolina
$54.3M -$472K -2,571 -0.9%
Royal London Asset Management
23
Royal London Asset Management
United Kingdom
$49.4M +$10.4M +56,678 +29%
Principal Financial Group
24
Principal Financial Group
Iowa
$47.8M -$1.62M -8,799 -4%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$46.5M +$3.82M +20,816 +10%

PRI Hedge Fund Activity: Q2 2023 in Review

363 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2023, worth a combined $6.52B — up 14% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRI positions and 39 closed out — a net gain of 12 holders — while 105 added to existing stakes and 135 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $835M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.8M.

  • 363 institutional investors held Primerica (PRI) as of Q2 2023, up from 351 in Q1 2023.
  • Funds reported $6.52B of Primerica stock for Q2 2023, up 14% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q2 2023 and 39 closed out, a net change of +12 holders.
  • The largest Primerica buyer in Q2 2023 was EP Wealth Advisors, an estimated $835M added.
  • The largest Primerica seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2023.