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Primerica

400 hedge funds and large institutions have $7.97B invested in Primerica in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

22% more capital invested

Capital invested by funds: $6.56B → $7.97B (+$1.41B)

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

1% more funds holding

Funds holding: 395400 (+5)

0.56% less ownership

Funds ownership: 90.96%90.4% (-0.56%)

12% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 144

55% less call options, than puts

Call options by funds: $1.31M | Put options by funds: $2.9M

Holders
400
Holders Change
+5
Holders Change %
+1.27%
% of All Funds
5.76%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
47
Increased
127
Reduced
144
Closed
39
Calls
$1.31M
Puts
$2.9M
Net Calls
-$1.58M
Net Calls Change
-$287K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$921M -$7.76M -32,800 -0.9%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$919M -$13M -55,001 -1%
BlackRock
3
BlackRock
New York
$821M +$7.25M +30,646 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$792M +$32.1M +135,554 +5%
BWA
5
Brave Warrior Advisors
New York
$510M -$23.3M -98,674 -5%
BAMCO Inc
6
BAMCO Inc
New York
$482M -$1.03M -4,370 -0.2%
BAM
7
Burgundy Asset Management
Ontario, Canada
$309M +$3.47M +14,662 +1%
State Street
8
State Street
Massachusetts
$280M +$6.6M +27,919 +3%
LAM
9
Lyrical Asset Management
New York
$169M +$1.46M +6,161 +0.9%
AM
10
AGF Management
Ontario, Canada
$168M +$25.9M +109,354 +20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$163M +$8.08M +34,153 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$156M -$9.54M -40,344 -6%
FMI
13
Fiduciary Management Inc
Wisconsin
$120M +$946K +4,000 +0.9%
Wells Fargo
14
Wells Fargo
California
$101M -$4.56M -19,293 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$94.4M -$5.77M -24,389 -6%
Charles Schwab
16
Charles Schwab
California
$85.8M +$1.66M +6,999 +2%
Invesco
17
Invesco
Georgia
$80.2M -$8.12M -34,317 -10%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$72M -$1.36M -5,765 -2%
QCMNJ
19
Quantum Capital Management (New Jersey)
New Jersey
$68.2M -$2.99M -12,658 -4%
Northern Trust
20
Northern Trust
Illinois
$63.6M -$8.09M -34,217 -12%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$57.8M -$103K -434 -0.2%
N
22
Nuveen
North Carolina
$56.6M -$4.33M -18,300 -8%
Morgan Stanley
23
Morgan Stanley
New York
$56.2M -$46M -194,355 -47%
Principal Financial Group
24
Principal Financial Group
Iowa
$55.2M +$2.45M +10,354 +5%
Royal London Asset Management
25
Royal London Asset Management
United Kingdom
$54.9M +$3.73M +15,786 +8%

PRI Hedge Fund Activity: Q1 2024 in Review

400 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2024, worth a combined $7.97B — up 22% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PRI positions and 39 closed out — a net gain of 8 holders — while 127 added to existing stakes and 144 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $33M. The largest seller was Morgan Stanley, cutting an estimated $46M.

  • 400 institutional investors held Primerica (PRI) as of Q1 2024, up from 395 in Q4 2023.
  • Funds reported $7.97B of Primerica stock for Q1 2024, up 22% quarter-over-quarter.
  • 47 funds opened new Primerica positions in Q1 2024 and 39 closed out, a net change of +8 holders.
  • The largest Primerica buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $33M added.
  • The largest Primerica seller in Q1 2024 was Morgan Stanley, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2024.