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Primerica

449 hedge funds and large institutions have $8.18B invested in Primerica in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 151 increasing their positions, 144 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 25

10% more funds holding

Funds holding: 408449 (+41)

9% more capital invested

Capital invested by funds: $7.49B → $8.18B (+$691M)

5% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 144

0.82% less ownership

Funds ownership: 92.11%91.28% (-0.82%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

69% less call options, than puts

Call options by funds: $848K | Put options by funds: $2.76M

Holders
449
Holders Change
+41
Holders Change %
+10.05%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
71
Increased
151
Reduced
144
Closed
25
Calls
$848K
Puts
$2.76M
Net Calls
-$1.91M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$961M +$4.04M +15,978 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$926M -$17.1M -67,743 -2%
BlackRock
3
BlackRock
New York
$812M -$8.8M -34,835 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$803M -$14M -55,267 -2%
BAMCO Inc
5
BAMCO Inc
New York
$454M -$33.2M -131,301 -7%
BWA
6
Brave Warrior Advisors
New York
$387M -$109M -429,842 -23%
BAM
7
Burgundy Asset Management
Ontario, Canada
$336M +$7.6M +30,101 +2%
State Street
8
State Street
Massachusetts
$287M -$135K -535 -0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$185M +$6.55M +25,951 +4%
AM
10
AGF Management
Ontario, Canada
$177M +$952K +3,768 +0.6%
Millennium Management
11
Millennium Management
New York
$165M -$14.6M -57,701 -8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$164M -$5.18M -20,503 -3%
LAM
13
Lyrical Asset Management
New York
$160M -$10.1M -40,167 -6%
FMI
14
Fiduciary Management Inc
Wisconsin
$128M -$156K -619 -0.1%
Invesco
15
Invesco
Georgia
$111M -$43M -170,100 -29%
Wells Fargo
16
Wells Fargo
California
$99.7M -$3.2M -12,690 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$90.3M -$8.1M -32,076 -9%
Charles Schwab
18
Charles Schwab
California
$88.2M -$598K -2,367 -0.7%
Northern Trust
19
Northern Trust
Illinois
$79.6M +$4.98M +19,738 +7%
QCMNJ
20
Quantum Capital Management (New Jersey)
New Jersey
$70.1M +$493K +1,954 +0.7%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$62.8M -$7.05M -27,927 -11%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$60.4M +$4.53M +17,942 +9%
N
23
Nuveen
North Carolina
$55.3M +$4.73M +18,724 +10%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$51.4M -$17.9M -70,732 -27%
Morgan Stanley
25
Morgan Stanley
New York
$47.4M -$9.52M -37,687 -17%

PRI Hedge Fund Activity: Q3 2024 in Review

449 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2024, worth a combined $8.18B — up 9.2% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PRI positions and 25 closed out — a net gain of 46 holders — while 151 added to existing stakes and 144 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $14.4M. The largest seller was Brave Warrior Advisors, cutting an estimated $109M.

  • 449 institutional investors held Primerica (PRI) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.18B of Primerica stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 71 funds opened new Primerica positions in Q3 2024 and 25 closed out, a net change of +46 holders.
  • The largest Primerica buyer in Q3 2024 was Citadel Advisors, an estimated $14.4M added.
  • The largest Primerica seller in Q3 2024 was Brave Warrior Advisors, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2024.