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Primerica

408 hedge funds and large institutions have $7.49B invested in Primerica in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 144 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+9
Holders Change %
+2.26%
% of All Funds
5.93%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
57
Increased
142
Reduced
144
Closed
42
Calls
$2.08M
Puts
$6.81M
Net Calls
-$4.73M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
351
LGT Financial Advisors
Texas
$20.8K
BCWM
352
Bartlett & Co Wealth Management
Ohio
$20.8K
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$19.4K -$2.37K -10 -11%
CIM
354
Contravisory Investment Management
Massachusetts
$19.2K -$8.99K -38 -32%
C
355
Covestor
United Kingdom
$19K -$235 -1 -1%
UB
356
UMB Bank
Missouri
$18.5K -$187K -791 -91%
LC
357
Lindbrook Capital
California
$17.3K -$6.39K -27 -27%
PFBT
358
Parkside Financial Bank & Trust
Missouri
$17K +$6.62K +28 +64%
Mitsubishi UFJ Asset Management
359
Mitsubishi UFJ Asset Management
Japan
$16.6K
OWA
360
Opal Wealth Advisors
New York
$16.1K +$16.1K +68 New
ATPW
361
Ashton Thomas Private Wealth
Arizona
$15.9K +$15.9K +67 New
PG
362
Proffitt & Goodson
Tennessee
$13.2K +$13.2K +56 New
GRP
363
Global Retirement Partners
California
$13K -$237 -1 -2%
WWP
364
WR Wealth Planners
Missouri
$12.8K +$1.18K +5 +10%
NECFA
365
New England Capital Financial Advisors
Connecticut
$11.8K
PC
366
Promethos Capital
Massachusetts
$11.8K
AIM
367
Anchor Investment Management
South Carolina
$11.8K
QL
368
Quarry LP
New York
$11.4K +$7.1K +30 +167%
DF
369
Dunhill Financial
United Kingdom
$10.4K +$10.4K +44 New
VCM
370
Versant Capital Management
Arizona
$10.2K +$7.81K +33 +330%
SA
371
SRH Advisors
Kansas
$8.99K
SAM
372
Smartleaf Asset Management
Massachusetts
$8.98K +$4.49K +19 +100%
JWA
373
JFS Wealth Advisors
Pennsylvania
$8.52K
IFAM
374
Institutional & Family Asset Management
Colorado
$8.52K
PS
375
Principal Securities
Iowa
$8.52K +$710 +3 +9%