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Primerica

487 hedge funds and large institutions have $8.25B invested in Primerica in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 168 increasing their positions, 151 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+40
Holders Change %
+8.95%
% of All Funds
6.48%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
76
Increased
168
Reduced
151
Closed
30
Calls
$868K
Puts
$570K
Net Calls
+$298K
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
426
Colonial Trust
South Carolina
$24.7K +$24.7K +91 New
LFA
427
LGT Financial Advisors
Texas
$23.9K
BCWM
428
Bartlett & Co Wealth Management
Ohio
$23.9K
GWM
429
Geneos Wealth Management
Colorado
$23.3K
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$23.1K +$271 +1 +1%
CIM
431
Contravisory Investment Management
Massachusetts
$22K
PWA
432
Physician Wealth Advisors
Utah
$21.7K +$21.7K +80 New
PS
433
Principal Securities
Iowa
$20.4K +$7.33K +27 +56%
BIG
434
Brooklyn Investment Group
New York
$20.4K +$7.6K +28 +60%
LC
435
Lindbrook Capital
California
$19.5K -$271 -1 -1%
Mitsubishi UFJ Asset Management
436
Mitsubishi UFJ Asset Management
Japan
$19.3K
WWP
437
WR Wealth Planners
Missouri
$17.6K
HIM
438
Hillsdale Investment Management
Ontario, Canada
$16.3K +$16.3K +60 New
SAM
439
Smartleaf Asset Management
Massachusetts
$15.6K +$2.43K +9 +18%
NECFA
440
New England Capital Financial Advisors
Connecticut
$13.6K
AIM
441
Anchor Investment Management
South Carolina
$13.6K
PC
442
Promethos Capital
Massachusetts
$13.6K
GRP
443
Global Retirement Partners
California
$11.4K -$1.63K -6 -13%
SA
444
SRH Advisors
Kansas
$10.3K
JWA
445
JFS Wealth Advisors
Pennsylvania
$10K
GM
446
GeoWealth Management
Illinois
$10K +$10K +37 New
AAP
447
Arax Advisory Partners
Colorado
$9.23K +$543 +2 +6%
CAL
448
Capital Advisors Ltd
Ohio
$9K
BBHC
449
Brown Brothers Harriman & Co
New York
$8.14K -$6.79K -25 -45%
FDW
450
Fourth Dimension Wealth
Ohio
$8.14K +$8.14K +30 New