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Primerica

505 hedge funds and large institutions have $7.44B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 165

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

0.16% less ownership

Funds ownership: 93.96%93.81% (-0.16%)

4% less capital invested

Capital invested by funds: $7.76B → $7.44B (-$325M)

1% less funds holding

Funds holding: 511505 (-6)

83% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $9.19M

Holders
505
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
59
Increased
191
Reduced
165
Closed
51
Calls
$1.58M
Puts
$9.19M
Net Calls
-$7.61M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
251
D.A. Davidson & Co
Montana
$698K
Daiwa Securities Group
252
Daiwa Securities Group
Japan
$696K +$150K +580 +26%
M&T Bank
253
M&T Bank
New York
$679K +$7.48K +29 +1%
MAS
254
Meeder Advisory Services
Ohio
$668K -$128K -498 -16%
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$660K +$4.13K +16 +0.6%
HCA
256
Harbor Capital Advisors
Illinois
$658K -$786K -3,049 -54%
MOS
257
MGO One Seven
Ohio
$647K +$56.2K +218 +9%
EC
258
EntryPoint Capital
New York
$634K
AssetMark Inc
259
AssetMark Inc
California
$627K +$56.7K +220 +10%
MA
260
Mutual Advisors
Nebraska
$612K +$11.6K +45 +2%
MWM
261
Maridea Wealth Management
New York
$612K +$82.5K +320 +15%
EFG
262
Everhart Financial Group
Ohio
$593K -$52.1K -202 -8%
HWM
263
HB Wealth Management
Georgia
$585K -$12.6K -49 -2%
Osaic Holdings
264
Osaic Holdings
Arizona
$585K -$20.9K -81 -3%
SAM
265
Securian Asset Management
Minnesota
$582K
CCM
266
Coldstream Capital Management
Washington
$580K +$29.7K +115 +5%
KPWS
267
Kestra Private Wealth Services
Texas
$578K +$2.84K +11 +0.5%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$574K +$10.1K +39 +2%
KCP
269
Kera Capital Partners
California
$572K +$203K +786 +53%
BEAM
270
Baker Ellis Asset Management
Washington
$571K
GI
271
GAMMA Investing
California
$569K +$143K +554 +32%
CP
272
CenterBook Partners
Connecticut
$566K +$582K +2,258 New
Brown Advisory
273
Brown Advisory
Maryland
$550K +$24K +93 +4%
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$534K -$139K -540 -20%
Cerity Partners
275
Cerity Partners
New York
$522K +$537K +2,083 New