Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRIMERICA INC (PRI)

480 + Investors. Track Smart Money conviction in PRI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — PRI

Based on 473 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PRI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
473 hedge funds hold PRI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

209 buying254 selling
Last quarter: 254 funds reduced or exited vs 209 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new PRI position: 74 → 60 → 55 → 70. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 20% medium 16% new
303 out of 473 hedge funds have held PRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~70 new funds/quarter

66 → 74 → 60 → 55 → 70 new funds/Q
New funds entering each quarter: 74 → 60 → 55 → 70. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 12% 1-2yr 21% new
Of 480 current holders: 325 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
41 of 473 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PRI

How many hedge funds hold PRI — quarterly history vs. share price
Quarterly hedge fund ownership of PRI vs. share price

Market Analysis: PRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PRI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 3 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: PRI
2026 Q1 Stats Unlock in 14 days 480 + Investors

Track Smart Money conviction in PRI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 480 467 2.78%
13F Shares 30M 30M -0.37%
Total Value $7.61B $8.18B -6.96%
New Positions 70 55 +15
Increased Positions 144 155 -11
Closed Positions 60 73 -13
Reduced Positions 204 187 +17
Total Calls 3 2 50.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.33 1.5 Bearish

Statistics: PRI

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Short % of Float --

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Institutional Holders (2026 Q1)

480 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PRI. Verified SEC 13F-HR filings.

Top 25 institutional holders of PRI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capricorn Fund Managers Ltd 2.66% 68,041 $17.0M
2 VISTA INVESTMENT PARTNERS II, LLC 0.73% 6,517 $1.6M
3 VISTA INVESTMENT PARTNERS LLC 0.72% 10,870 $2.7M
4 Arbejdsmarkedets Tillaegspension 0.63% 100,979 $25.3M
5 JLB & ASSOCIATES INC 0.63% 17,443 $4.4M
6 Marks Group Wealth Management, Inc 0.63% 25,903 $6.5M
7 DIXON FNANCIAL SERVICES, INC. 0.55% 4,857 $1.2M
8 ELCO Management Co., LLC 0.48% 4,000 $1.0M
9 Ellsworth Advisors, LLC 0.48% 10,156 $2.5M
10 Ausbil Investment Management Ltd 0.39% 3,099 $787K
11 Quantum Private Wealth, LLC 0.35% 4,470 $1.1M
12 DIVERSIFIED MANAGEMENT INC 0.33% 7,605 $1.9M
13 Impact Capital Partners LLC 0.30% 3,976 $996K
14 Sylvest Advisors, LLC 0.27% 2,000 $501K
15 Oxbow Advisors, LLC 0.26% 12,430 $3.1M
16 Petros Family Wealth, LLC 0.25% 1,405 $352K
17 Oak Thistle LLC 0.21% 8,776 $2.2M
18 LECAP ASSET MANAGEMENT LTD 0.16% 1,737 $435K
19 NJ State Employees Deferred Compensation Plan 0.15% 5,000 $1.4M
20 NBC SECURITIES, INC. 0.14% 7,549 $1.9M
21 Argos Wealth Advisors, LLC 0.14% 1,963 $492K
22 Sendero Wealth Management, LLC 0.13% 4,572 $1.1M
23 JAMES INVESTMENT RESEARCH, INC. 0.13% 4,476 $1.1M
24 Curated Wealth Partners LLC 0.12% 3,958 $991K
25 PFW Advisors LLC 0.12% 1,521 $381K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PRIMERICA INC (PRI)

What does the Smart Money Trend signal show for PRI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PRI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PRI?

More sellers than buyers — 45% buying: Last quarter: 254 funds reduced or exited vs 209 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PRI holders?

Elite ownership — 45% AUM from top-100 funds: 41 of 473 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PRI?

64% of holders stayed for 2+ years: 303 out of 473 hedge funds have held PRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.