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Primerica

495 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 185 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 516495 (-21)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
495
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
$1.25M
Net Calls
Net Calls Change

Top Sellers

1 -$48.5M
2 -$36.6M
3 -$22.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$22.2M
5
BWA
Brave Warrior Advisors
New York
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
226
Brinker Capital Investments
Pennsylvania
$1.07M
DIA
227
Dana Investment Advisors
Wisconsin
$1.03M
X
228
Xponance
Pennsylvania
$1.02M
YIH
229
Y-Intercept (HK)
Hong Kong
$1.02M
WB
230
WesBanco Bank
West Virginia
$1.01M
CGH
231
Crossmark Global Holdings
Texas
$987K
NYLIM
232
New York Life Investment Management
New York
$930K
Deutsche Bank
233
Deutsche Bank
Germany
$917K
AWM
234
Apollon Wealth Management
South Carolina
$911K
COI
235
Connable Office Inc
Michigan
$892K
MAS
236
Meeder Advisory Services
Ohio
$887K
MWM
237
MGB Wealth Management
Texas
$871K
CWP
238
Curated Wealth Partners
California
$844K
EAM
239
Erste Asset Management
Austria
$829K
CG
240
Cynosure Group
Utah
$828K
EFG
241
Everhart Financial Group
Ohio
$827K
EI
242
Ethic Inc
New York
$813K
Federated Hermes
243
Federated Hermes
Pennsylvania
$803K
Osaic Holdings
244
Osaic Holdings
Arizona
$791K
QCG
245
Quadrant Capital Group
Ohio
$785K
DADC
246
D.A. Davidson & Co
Montana
$773K
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$767K
CIBC World Market
248
CIBC World Market
Ontario, Canada
$762K
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$755K
KPWS
250
Kestra Private Wealth Services
Texas
$727K