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Primerica

363 hedge funds and large institutions have $6.52B invested in Primerica in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
105
Reduced
135
Closed
39
Calls
$9.35M
Puts
$2.85M
Net Calls
+$6.51M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Shares
Change %
COI
201
Connable Office Inc
Michigan
$613K
M&T Bank
202
M&T Bank
New York
$592K -$25.5K -129 -4%
MSRPS
203
Maryland State Retirement & Pension System
Maryland
$573K
VI
204
Versor Investments
New York
$567K +$567K +2,865 New
DADC
205
D.A. Davidson & Co
Montana
$563K -$34.6K -175 -6%
SWM
206
Sendero Wealth Management
Texas
$559K +$87.2K +441 +18%
CI
207
Cavalier Investments
Georgia
$542K +$542K +2,741 New
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$540K +$6.33K +32 +1%
EAM
209
Erste Asset Management
Austria
$535K
AG
210
Algert Global
California
$534K
STA
211
Summit Trail Advisors
New York
$499K +$11.5K +58 +2%
KWM
212
Kolinsky Wealth Management
New Jersey
$491K +$30.9K +156 +7%
KPWS
213
Kestra Private Wealth Services
Texas
$486K -$3.56K -18 -0.7%
BCM
214
BTC Capital Management
Iowa
$484K +$141K +711 +41%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$453K +$2.17K +11 +0.5%
CCM
216
Coldstream Capital Management
Washington
$449K +$6.92K +35 +2%
Mariner
217
Mariner
Kansas
$444K +$198 +1 +0%
PAM
218
Panagora Asset Management
Massachusetts
$442K
CIM
219
Cambria Investment Management
California
$437K +$437K +2,209 New
IB
220
Intrust Bank
Kansas
$429K -$8.31K -42 -2%
BRWA
221
B. Riley Wealth Advisors
Florida
$427K -$363K -1,838 -46%
Cambridge Investment Research Advisors
222
Cambridge Investment Research Advisors
Iowa
$421K -$27.9K -141 -6%
ProShare Advisors
223
ProShare Advisors
Maryland
$418K -$15.8K -80 -4%
CC
224
Centiva Capital
New York
$405K +$116K +588 +40%
URS
225
Utah Retirement Systems
Utah
$396K