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Primerica

447 hedge funds and large institutions have $8.17B invested in Primerica in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 144 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+39
Holders Change %
+9.56%
% of All Funds
6.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
71
Increased
149
Reduced
144
Closed
27
Calls
$848K
Puts
$2.76M
Net Calls
-$1.91M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
276
Great Valley Advisor Group
Delaware
$398K +$398K +1,499 New
RJT
277
Raymond James Trust
Florida
$396K -$265 -1 -0.1%
ProShare Advisors
278
ProShare Advisors
Maryland
$391K -$39K -147 -9%
RSWM
279
Robertson Stephens Wealth Management
California
$388K +$12.5K +47 +3%
AssetMark Inc
280
AssetMark Inc
California
$387K +$40.8K +154 +12%
Verition Fund Management
281
Verition Fund Management
Connecticut
$382K +$382K +1,439 New
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$375K +$48.5K +183 +15%
SCM
283
Shelton Capital Management
Colorado
$364K
CFO
284
Callan Family Office
Pennsylvania
$356K +$59.4K +224 +20%
MA
285
Mutual Advisors
Nebraska
$351K +$19.3K +69 +6%
SCM
286
Sterling Capital Management
North Carolina
$349K +$349K +1,317 New
SWP
287
Stratos Wealth Partners
Ohio
$347K -$12.2K -46 -3%
P
288
Pitcairn
Pennsylvania
$338K -$113K -427 -25%
FFM
289
Forum Financial Management
Illinois
$337K +$530 +2 +0.2%
WSFS
290
Wilmington Savings Fund Society
Delaware
$336K +$336K +1,268 New
IFS
291
Ifrah Financial Services
Arkansas
$320K -$10.9K -41 -3%
Focus Partners Wealth
292
Focus Partners Wealth
Massachusetts
$316K +$316K +1,472 New
ATC
293
Argent Trust Co
Tennessee
$312K +$23.3K +88 +8%
BRWA
294
B. Riley Wealth Advisors
Florida
$309K -$144K -544 -32%
HSBC Holdings
295
HSBC Holdings
United Kingdom
$304K -$11.7K -44 -4%
LIM
296
Leavell Investment Management
Alabama
$299K
WA
297
Wealth Alliance
New York
$296K +$795 +3 +0.3%
IA
298
IFP Advisors
Florida
$288K +$148K +560 +106%
BCM
299
Brookstone Capital Management
Illinois
$286K +$286K +1,080 New
NI
300
NDVR Inc
Massachusetts
$280K