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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
UBS Group
51
UBS Group
Switzerland
$18.6M -$14.8M -57,327 -44%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$18.4M +$18.6M +71,965 +2,668%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$18M -$5.19M -20,134 -22%
Principal Financial Group
54
Principal Financial Group
Iowa
$17.8M +$658K +2,553 +4%
CFM
55
Capricorn Fund Managers
United Kingdom
$17M +$17.5M +68,041 New
AA
56
ALPS Advisors
Colorado
$16.6M -$833K -3,230 -5%
SEI Investments
57
SEI Investments
Pennsylvania
$16.3M -$481K -1,867 -3%
Swiss National Bank
58
Swiss National Bank
Switzerland
$15.8M -$196K -760 -1%
Ameriprise
59
Ameriprise
Minnesota
$15.5M -$91.6K -355 -0.6%
Victory Capital Management
60
Victory Capital Management
Texas
$15.4M +$5.86M +22,729 +59%
WCM Investment Management
61
WCM Investment Management
California
$15.3M -$358K -1,389 -2%
ROC
62
Running Oak Capital
Minnesota
$14.2M -$382K -1,482 -3%
GCM
63
Gator Capital Management
Florida
$14.2M +$11.7M +45,426 +407%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$13.6M +$5.92M +22,949 +73%
Renaissance Technologies
65
Renaissance Technologies
New York
$13.2M +$13.6M +52,820 New
ACA
66
Aptus Capital Advisors
Alabama
$13.1M +$128K +498 +1%
BA
67
Bridgewater Associates
Connecticut
$12.9M -$3.12M -12,091 -19%
Mackenzie Financial
68
Mackenzie Financial
Ontario, Canada
$12.7M +$13.1M +50,825 New
Public Sector Pension Investment Board (PSP Investments)
69
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.6M +$3.29M +12,756 +34%
GAM
70
Gotham Asset Management
New York
$12.4M +$3.33M +12,913 +35%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$11.5M -$478K -1,855 -4%
DB
72
Danske Bank
Denmark
$11.5M -$16.4M -63,423 -58%
Bank of America
73
Bank of America
North Carolina
$11.3M -$1.49M -5,788 -11%
AllianceBernstein
74
AllianceBernstein
Tennessee
$11.2M -$803K -3,114 -7%
Legal & General Group
75
Legal & General Group
United Kingdom
$10.6M -$1.9M -7,377 -15%