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Primerica

399 hedge funds and large institutions have $7.95B invested in Primerica in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
5.78%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
46
Increased
127
Reduced
144
Closed
39
Calls
$1.32M
Puts
$2.9M
Net Calls
-$1.58M
Net Calls Change
-$287K
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
351
Jones Financial Companies
Missouri
$20.5K +$15.9K +63 +350%
FIM
352
Fernwood Investment Management
Massachusetts
$19.7K +$19.7K +78 New
Mitsubishi UFJ Asset Management
353
Mitsubishi UFJ Asset Management
Japan
$17.7K +$12.9K +51 +268%
GRP
354
Global Retirement Partners
California
$14.2K -$506 -2 -3%
NECFA
355
New England Capital Financial Advisors
Connecticut
$12.6K
AIM
356
Anchor Investment Management
South Carolina
$12.6K
PC
357
Promethos Capital
Massachusetts
$12.6K
WWP
358
WR Wealth Planners
Missouri
$12.4K +$12.4K +49 New
PFBT
359
Parkside Financial Bank & Trust
Missouri
$11.1K +$6.07K +24 +120%
SA
360
SRH Advisors
Kansas
$9.61K
JWA
361
JFS Wealth Advisors
Pennsylvania
$9.11K -$253 -1 -3%
IFAM
362
Institutional & Family Asset Management
Colorado
$9.11K
PS
363
Principal Securities
Iowa
$8.35K +$759 +3 +10%
LWCFA
364
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.53K +$6.53K +30 New
VWM
365
Venturi Wealth Management
Texas
$6.07K +$3.54K +14 +140%
CJ
366
Caitlin John
Michigan
$5.82K
BWL
367
Bogart Wealth LLC
Virginia
$5.82K
CTA
368
Colonial Trust Advisors
South Carolina
$5.06K +$5.06K +20 New
PCWA
369
Pacific Capital Wealth Advisors
California
$5.06K +$5.06K +20 New
SAM
370
Smartleaf Asset Management
Massachusetts
$4.87K +$768 +3 +19%
QL
371
Quarry LP
New York
$4.55K +$4.55K +18 New
OLVIG
372
Oliver Lagore Vanvalin Investment Group
Michigan
$4.3K
CAL
373
Capital Advisors Ltd
Ohio
$4K
SIC
374
SJS Investment Consulting
Ohio
$3.8K
AAP
375
Arax Advisory Partners
Colorado
$3.54K