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Primerica

501 hedge funds and large institutions have $7.43B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $7.76B → $7.43B (-$326M)

2% less funds holding

Funds holding: 509501 (-8)

83% less call options, than puts

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

Holders
501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.58M
Puts
$9.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
201
OneDigital Investment Advisors
Kansas
$1.36M
CG
202
Caprock Group
Idaho
$1.34M
CGH
203
Crossmark Global Holdings
Texas
$1.32M
TC
204
TownSquare Capital
Utah
$1.31M
AC
205
Allstate Corporation
Illinois
$1.31M
VT
206
Vise Technologies
New York
$1.31M
FCBT
207
First Citizens Bank & Trust
North Carolina
$1.27M
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$1.27M
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$1.27M
OQS
210
Occudo Quantitative Strategies
Florida
$1.25M
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$1.23M
DFS
212
Dixon Fnancial Services
California
$1.22M
IWC
213
Integrated Wealth Concepts
Massachusetts
$1.2M
SWM
214
Sendero Wealth Management
Texas
$1.15M
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$1.12M
JIR
216
James Investment Research
Ohio
$1.12M
QPW
217
Quantum Private Wealth
Florida
$1.12M
GLA
218
Great Lakes Advisors
Illinois
$1.12M
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$1.12M
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$1.1M
SG Americas Securities
221
SG Americas Securities
New York
$1.05M
NAAA
222
New Age Alpha Advisors
New York
$1.02M
VPIM
223
Vanguard Personalized Indexing Management
California
$1.01M
EM
224
ELCO Management
New York
$1M
ICP
225
Impact Capital Partners
Colorado
$996K