We are live on ! Find out more
PRI icon

Primerica

488 hedge funds and large institutions have $8.26B invested in Primerica in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 169 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 30

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

52% more call options, than puts

Call options by funds: $868K | Put options by funds: $570K

11% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 152

9% more funds holding

Funds holding: 449488 (+39)

1% more capital invested

Capital invested by funds: $8.18B → $8.26B (+$81.8M)

0.05% less ownership

Funds ownership: 91.28%91.23% (-0.05%)

Holders
488
Holders Change
+39
Holders Change %
+8.69%
% of All Funds
6.43%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
75
Increased
169
Reduced
152
Closed
30
Calls
$868K
Puts
$570K
Net Calls
+$298K
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$968M -$15.7M -55,327 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$938M -$10.1M -35,573 -1%
BlackRock
3
BlackRock
New York
$849M +$18M +63,542 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$814M -$8.31M -29,313 -1%
BAMCO Inc
5
BAMCO Inc
New York
$449M -$16M -56,464 -3%
BAM
6
Burgundy Asset Management
Ontario, Canada
$350M +$6.01M +21,208 +2%
State Street
7
State Street
Massachusetts
$300M +$5.96M +21,040 +2%
BWA
8
Brave Warrior Advisors
New York
$232M -$172M -606,307 -42%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$212M +$23.5M +82,921 +12%
AM
10
AGF Management
Ontario, Canada
$174M -$7.61M -26,856 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$162M -$6.28M -22,163 -4%
LAM
12
Lyrical Asset Management
New York
$159M -$4.19M -14,774 -2%
FMI
13
Fiduciary Management Inc
Wisconsin
$130M -$1.27M -4,487 -0.9%
Wells Fargo
14
Wells Fargo
California
$94.9M -$7.5M -26,454 -7%
Northern Trust
15
Northern Trust
Illinois
$94.2M +$13.3M +46,935 +16%
Charles Schwab
16
Charles Schwab
California
$88.9M -$1.39M -4,905 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$87.1M -$5.61M -19,797 -6%
QCMNJ
18
Quantum Capital Management (New Jersey)
New Jersey
$71.9M +$179K +632 +0.2%
Millennium Management
19
Millennium Management
New York
$65.2M -$109M -383,053 -61%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$65.2M +$13.1M +46,121 +24%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$62.6M +$824K +2,905 +1%
Morgan Stanley
22
Morgan Stanley
New York
$55.2M +$6.96M +24,543 +14%
N
23
Nuveen
North Carolina
$54.3M -$2.41M -8,493 -4%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$44.6M +$16.2M +56,968 +53%
T. Rowe Price Investment Management
25
T. Rowe Price Investment Management
Maryland
$43.4M +$421K +1,484 +0.9%

PRI Hedge Fund Activity: Q4 2024 in Review

488 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2024, worth a combined $8.26B — up 1% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PRI positions and 30 closed out — a net gain of 45 holders — while 169 added to existing stakes and 152 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.7M. The largest seller was Brave Warrior Advisors, cutting an estimated $172M.

  • 488 institutional investors held Primerica (PRI) as of Q4 2024, up from 449 in Q3 2024.
  • Funds reported $8.26B of Primerica stock for Q4 2024, up 1% quarter-over-quarter.
  • 75 funds opened new Primerica positions in Q4 2024 and 30 closed out, a net change of +45 holders.
  • The largest Primerica buyer in Q4 2024 was AQR Capital Management, an estimated $23.7M added.
  • The largest Primerica seller in Q4 2024 was Brave Warrior Advisors, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2024.