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Primerica

395 hedge funds and large institutions have $6.56B invested in Primerica in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+28
Holders Change %
+7.63%
% of All Funds
5.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
65
Increased
107
Reduced
154
Closed
30
Calls
$864K
Puts
$2.16M
Net Calls
-$1.3M
Net Calls Change
-$3.24M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
251
AXQ Capital
New Jersey
$366K +$366K +1,781 New
IWC
252
Integrated Wealth Concepts
Massachusetts
$353K -$5.56K -27 -2%
BRWA
253
B. Riley Wealth Advisors
Florida
$352K -$193K -940 -35%
AIM
254
Aigen Investment Management
New York
$351K +$351K +1,708 New
STA
255
Summit Trail Advisors
New York
$350K -$169K -823 -33%
P
256
Pitcairn
Pennsylvania
$348K
SRL
257
Scientech Research LLC
New Jersey
$346K +$346K +1,679 New
TPI
258
Trust Point Inc
Wisconsin
$339K +$339K +1,646 New
YIH
259
Y-Intercept (HK)
Hong Kong
$338K -$68.1K -331 -17%
HI
260
Handelsinvest Investeringsforvaltning
Denmark
$334K +$334K +1,621 New
EFG
261
Everhart Financial Group
Ohio
$332K +$14.2K +69 +4%
SPIA
262
Steward Partners Investment Advisory
New York
$330K +$30.7K +149 +10%
RCM
263
Radnor Capital Management
Pennsylvania
$329K
SEC
264
Seven Eight Capital
New York
$314K +$314K +1,525 New
PA
265
PFW Advisors
Georgia
$313K +$11.5K +56 +4%
SCM
266
Shelton Capital Management
Colorado
$311K -$45.9K -223 -13%
UB
267
UMB Bank
Missouri
$307K -$4.94K -24 -2%
LAM
268
LECAP Asset Management
United Kingdom
$305K +$305K +1,481 New
SWP
269
Stratos Wealth Partners
Ohio
$301K
HSBC Holdings
270
HSBC Holdings
United Kingdom
$301K -$2.88K -14 -0.9%
EWA
271
EP Wealth Advisors
California
$300K -$349K -1,697 -54%
HWM
272
HB Wealth Management
Georgia
$299K +$2.47K +12 +0.8%
AWS
273
Atria Wealth Solutions
New York
$290K +$26.8K +130 +10%
IFS
274
Ifrah Financial Services
Arkansas
$286K -$26.3K -128 -8%
MCM
275
MAI Capital Management
Ohio
$277K +$59.3K +288 +27%