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Primerica

505 hedge funds and large institutions have $7.44B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 165

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

0.16% less ownership

Funds ownership: 93.96%93.81% (-0.16%)

4% less capital invested

Capital invested by funds: $7.76B → $7.44B (-$325M)

1% less funds holding

Funds holding: 511505 (-6)

83% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $9.19M

Holders
505
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
59
Increased
191
Reduced
165
Closed
51
Calls
$1.58M
Puts
$9.19M
Net Calls
-$7.61M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
401
McIlrath & Eck
Washington
$68.9K -$5.67K -22 -7%
HPC
402
HM Payson & Co
Maine
$66.4K
CI
403
CX Institutional
Indiana
$52K +$53.1K +206 +10,300%
BF
404
BOK Financial
Oklahoma
$50.1K
SAM
405
Smartleaf Asset Management
Massachusetts
$49.2K +$5.16K +20 +11%
SC
406
Steph & Co
Wisconsin
$49.1K +$13.9K +54 +38%
BBHC
407
Brown Brothers Harriman & Co
New York
$48.3K
Nomura Asset Management
408
Nomura Asset Management
Japan
$47.6K
RFP
409
Root Financial Partners
California
$44.3K +$15.7K +61 +53%
MCM
410
MAI Capital Management
Ohio
$41.6K +$14.2K +55 +50%
Mitsubishi UFJ Asset Management
411
Mitsubishi UFJ Asset Management
Japan
$39.3K +$22.4K +87 +124%
AF
412
Align Financial
Minnesota
$29.8K -$7.9M -30,626 -100%
VSQM
413
V-Square Quantitative Management
Illinois
$29.1K
SIC
414
SJS Investment Consulting
Ohio
$29.1K +$19.1K +74 +176%
HNB
415
Hilltop National Bank
Wyoming
$28.3K
CFB
416
Cullen/Frost Bankers
Texas
$27.9K +$3.61K +14 +14%
PWA
417
Physician Wealth Advisors
Utah
$25.8K +$5.93K +23 +29%
CMBA
418
C.M. Bidwell & Associates
Hawaii
$25.8K
IAIM
419
International Assets Investment Management
Florida
$23.1K
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$22.8K +$2.32K +9 +11%
QC
421
Quent Capital
New York
$22K -$4.38K -17 -16%
TWD
422
True Wealth Design
Ohio
$19K +$7.48K +29 +62%
BCWM
423
Bartlett & Co Wealth Management
Ohio
$18.4K
AUB
424
Atlantic Union Bankshares
Virginia
$17.8K +$18.3K +71 New
CA
425
Centerpoint Advisors
Massachusetts
$17K