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Primerica

408 hedge funds and large institutions have $7.49B invested in Primerica in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 141 increasing their positions, 145 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

2% more funds holding

Funds holding: 400408 (+8)

1.71% more ownership

Funds ownership: 90.4%92.11% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 145

6% less capital invested

Capital invested by funds: $7.97B → $7.49B (-$475M)

69% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $6.81M

Holders
408
Holders Change
+8
Holders Change %
+2%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
57
Increased
141
Reduced
145
Closed
44
Calls
$2.08M
Puts
$6.81M
Net Calls
-$4.73M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$853M -$6.34M -27,963 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$842M -$18.2M -80,070 -2%
BlackRock
3
BlackRock
New York
$733M -$33.1M -145,742 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$730M -$11M -48,468 -2%
BWA
5
Brave Warrior Advisors
New York
$447M -$28.4M -125,039 -6%
BAMCO Inc
6
BAMCO Inc
New York
$436M -$13.9M -61,166 -3%
BAM
7
Burgundy Asset Management
Ontario, Canada
$293M +$3.88M +17,095 +1%
State Street
8
State Street
Massachusetts
$256M -$4.85M -21,407 -2%
Millennium Management
9
Millennium Management
New York
$161M +$154M +678,752 +30,727%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$159M +$5.84M +25,772 +4%
AM
11
AGF Management
Ontario, Canada
$157M -$157K -693 -0.1%
LAM
12
Lyrical Asset Management
New York
$152M -$6.22M -27,436 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$151M +$4.95M +21,836 +4%
Invesco
14
Invesco
Georgia
$139M +$61.8M +272,414 +86%
FMI
15
Fiduciary Management Inc
Wisconsin
$114M +$2.09M +9,238 +2%
Wells Fargo
16
Wells Fargo
California
$92M -$2.73M -12,060 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$88.2M -$94.8K -418 -0.1%
Charles Schwab
18
Charles Schwab
California
$79.2M -$1M -4,410 -1%
Northern Trust
19
Northern Trust
Illinois
$66.3M +$6.59M +29,075 +12%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$62.7M -$4.44M -19,576 -7%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$62.6M +$8.18M +36,091 +16%
QCMNJ
22
Quantum Capital Management (New Jersey)
New Jersey
$62.1M -$1.66M -7,341 -3%
Morgan Stanley
23
Morgan Stanley
New York
$51.3M -$1.24M -5,458 -2%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$49.7M +$13.9M +61,311 +41%
N
25
Nuveen
North Carolina
$44.9M -$7.65M -33,743 -15%

PRI Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2024, worth a combined $7.49B — down 6% from $7.97B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PRI positions and 44 closed out — a net gain of 13 holders — while 141 added to existing stakes and 145 trimmed.

The largest buyer was Millennium Management, adding an estimated $154M. The largest seller was BlackRock, cutting an estimated $33.1M.

  • 408 institutional investors held Primerica (PRI) as of Q2 2024, up from 400 in Q1 2024.
  • Funds reported $7.49B of Primerica stock for Q2 2024, down 6% quarter-over-quarter.
  • 57 funds opened new Primerica positions in Q2 2024 and 44 closed out, a net change of +13 holders.
  • The largest Primerica buyer in Q2 2024 was Millennium Management, an estimated $154M added.
  • The largest Primerica seller in Q2 2024 was BlackRock, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2024.