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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
OIA
201
OneDigital Investment Advisors
Kansas
$1.36M -$41.5K -161 -3%
CG
202
Caprock Group
Idaho
$1.34M +$601K +2,329 +78%
CGH
203
Crossmark Global Holdings
Texas
$1.32M +$82.3K +319 +6%
TC
204
TownSquare Capital
Utah
$1.31M +$13.9K +54 +1%
AC
205
Allstate Corporation
Illinois
$1.31M +$1.35M +5,220 New
VT
206
Vise Technologies
New York
$1.31M
FCBT
207
First Citizens Bank & Trust
North Carolina
$1.27M -$183K -708 -12%
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$1.27M +$97.7K +379 +8%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$1.27M +$516 +2 +0%
OQS
210
Occudo Quantitative Strategies
Florida
$1.25M -$1.22M -4,728 -52%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$1.23M -$311K -1,204 -20%
DFS
212
Dixon Fnancial Services
California
$1.22M
IWC
213
Integrated Wealth Concepts
Massachusetts
$1.2M +$494K +1,914 +67%
SWM
214
Sendero Wealth Management
Texas
$1.15M +$148K +575 +14%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$1.12M -$299K -1,159 -21%
JIR
216
James Investment Research
Ohio
$1.12M -$31.7K -123 -3%
QPW
217
Quantum Private Wealth
Florida
$1.12M
GLA
218
Great Lakes Advisors
Illinois
$1.12M +$20.6K +80 +2%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$1.12M -$953K -3,696 -45%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$1.1M +$98.5K +382 +10%
P
221
PensionDanmark
Denmark
$1.09M
SG Americas Securities
222
SG Americas Securities
New York
$1.05M -$177K -685 -14%
NAAA
223
New Age Alpha Advisors
New York
$1.02M -$22.2K -86 -2%
VPIM
224
Vanguard Personalized Indexing Management
California
$1.01M +$58.3K +226 +6%
EM
225
ELCO Management
New York
$1M