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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 %
WA
276
Wealth Alliance
New York
$271K -$58K -282 -18%
Verition Fund Management
277
Verition Fund Management
Connecticut
$270K +$270K +1,311 New
FFM
278
Forum Financial Management
Illinois
$261K
MGIA
279
Moneta Group Investment Advisors
Missouri
$260K +$5.35K +26 +2%
VDI
280
Vaughan David Investments
Illinois
$246K -$48.4K -235 -16%
PI
281
PineBridge Investments
New York
$237K -$12.6K -61 -5%
PA
282
Profund Advisors
Maryland
$234K +$234K +1,138 New
TWC
283
TD Waterhouse Canada
Ontario, Canada
$233K
RP
284
Riverwater Partners
Wisconsin
$228K -$109K -532 -32%
EFS
285
Essex Financial Services
Connecticut
$228K -$6.79K -33 -3%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$226K -$15.6K -76 -6%
BPA
287
Beacon Pointe Advisors
California
$222K -$106K -515 -32%
NI
288
NDVR Inc
Massachusetts
$222K +$222K +1,079 New
MML Investors Services
289
MML Investors Services
Massachusetts
$220K +$220K +1,069 New
MAG
290
Mayfair Advisory Group
Alabama
$213K -$1.87K -9 -0.9%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$209K +$209K +1,018 New
VF
292
Virtu Financial
New York
$209K +$209K +1,019 New
MA
293
Mutual Advisors
Nebraska
$206K +$206K +999 New
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$201K +$201K +976 New
PI
295
PEAK6 Investments
Illinois
$191K +$191K +930 New
AssetMark Inc
296
AssetMark Inc
California
$181K +$42.8K +208 +31%
SWM
297
Sugarloaf Wealth Management
Georgia
$177K
UCB
298
United Community Bank
South Carolina
$165K
HFM
299
Harvest Fund Management
China
$165K
Bessemer Group
300
Bessemer Group
New Jersey
$156K -$10.2M -49,659 -98%