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Primerica

367 hedge funds and large institutions have $6.29B invested in Primerica in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 141 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.85%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
42
Increased
109
Reduced
141
Closed
33
Calls
$5.39M
Puts
$3.45M
Net Calls
+$1.94M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
301
NewEdge Advisors
Louisiana
$70.8K -$6.4K -33 -8%
CWM
302
Compass Wealth Management
Connecticut
$69.1K
BF
303
BOK Financial
Oklahoma
$66.9K
CSB
304
City State Bank
Iowa
$62K
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$52.4K +$3.49K +18 +7%
TSW
306
Thompson Siegel & Walmsley
Virginia
$52K
National Bank of Canada
307
National Bank of Canada
Quebec, Canada
$49.9K -$3.25K -17 -6%
PA
308
Parallel Advisors
California
$44.6K
TPCW
309
TD Private Client Wealth
New York
$43.8K +$8.34K +43 +23%
Nomura Asset Management
310
Nomura Asset Management
Japan
$36.9K
ST
311
Smithfield Trust
Pennsylvania
$33K
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.6K +$4.07K +21 +14%
WT
313
Whittier Trust
California
$30.5K
LAS
314
LWM Advisory Services
Florida
$26.3K +$26.3K +135 New
HNB
315
Huntington National Bank
Ohio
$25.8K
RCM
316
Raleigh Capital Management
North Carolina
$25.5K +$972 +5 +4%
AP
317
Arlington Partners
Alabama
$25.2K
AT
318
Arlington Trust
Alabama
$25.2K +$25.2K +130 New
PTC
319
Private Trust Company
Ohio
$21.3K
C
320
Covestor
United Kingdom
$21K +$9.92K +51 +89%
SIS
321
Sound Income Strategies
Florida
$20.4K
CMBA
322
C.M. Bidwell & Associates
Hawaii
$20K
QC
323
Quent Capital
New York
$18.4K
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$18.2K -$2.72K -14 -13%
LFG
325
Larson Financial Group
Missouri
$18.2K