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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 %
National Bank of Canada
326
National Bank of Canada
Quebec, Canada
$54.2K
CWM
327
Compass Wealth Management
Connecticut
$52.7K -$20.6K -100 -28%
TPCW
328
TD Private Client Wealth
New York
$49.2K +$2.68K +13 +6%
SIS
329
Sound Income Strategies
Florida
$47.9K +$26.3K +128 +122%
PA
330
Parallel Advisors
California
$44.9K -$2.47K -12 -5%
Nomura Asset Management
331
Nomura Asset Management
Japan
$39.1K
ST
332
Smithfield Trust
Pennsylvania
$36K
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.6K
WT
334
Whittier Trust
California
$32.3K
HNB
335
Huntington National Bank
Ohio
$30K +$2.68K +13 +10%
OP
336
ORG Partners
Indiana
$25.9K +$25.9K +126 New
CIM
337
Contravisory Investment Management
Massachusetts
$24.5K +$24.5K +119 New
RCM
338
Raleigh Capital Management
North Carolina
$24K -$3.1K -15 -11%
PTC
339
Private Trust Company
Ohio
$22.6K
CMBA
340
C.M. Bidwell & Associates
Hawaii
$21.2K
SIC
341
Salem Investment Counselors
North Carolina
$20.6K +$20.6K +100 New
LC
342
Lindbrook Capital
California
$20.4K +$9.67K +47 +90%
QC
343
Quent Capital
New York
$19.5K
LFG
344
Larson Financial Group
Missouri
$19.3K
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$19.1K -$206 -1 -1%
WB
346
Webster Bank
Connecticut
$18.9K
BCWM
347
Bartlett & Co Wealth Management
Ohio
$18.2K
LFA
348
LGT Financial Advisors
Texas
$18.1K
BC
349
Bartlett & Co
Ohio
$18K
BTI
350
Blue Trust Inc
Georgia
$18K +$9.39K +48 +109%