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Primerica

367 hedge funds and large institutions have $6.29B invested in Primerica in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 141 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.85%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
42
Increased
109
Reduced
141
Closed
33
Calls
$5.39M
Puts
$3.45M
Net Calls
+$1.94M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Shares
Change %
CGH
201
Crossmark Global Holdings
Texas
$595K -$17.6K -88 -3%
SAM
202
Securian Asset Management
Minnesota
$588K -$38.4K -198 -6%
M&T Bank
203
M&T Bank
New York
$568K -$13K -67 -2%
Citigroup
204
Citigroup
New York
$566K -$676K -3,484 -54%
MSRPS
205
Maryland State Retirement & Pension System
Maryland
$562K
CI
206
Cavalier Investments
Georgia
$552K +$20.4K +105 +4%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$545K +$14.6K +75 +3%
DADC
208
D.A. Davidson & Co
Montana
$538K -$14.9K -77 -3%
AG
209
Algert Global
California
$524K
BRWA
210
B. Riley Wealth Advisors
Florida
$514K +$95.1K +490 +23%
WBC
211
Westpac Banking Corp
Australia
$504K +$504K +2,600 New
MM
212
MQS Management
New York
$504K +$504K +2,598 New
Envestnet Portfolio Solutions
213
Envestnet Portfolio Solutions
Illinois
$492K +$492K +2,535 New
STA
214
Summit Trail Advisors
New York
$490K +$776 +4 +0.2%
SG Americas Securities
215
SG Americas Securities
New York
$490K -$334K -1,723 -41%
CP
216
CenterBook Partners
Connecticut
$488K -$148K -762 -23%
KWM
217
Kolinsky Wealth Management
New Jersey
$486K +$5.43K +28 +1%
MF
218
Magnetar Financial
Illinois
$481K +$481K +2,479 New
KPWS
219
Kestra Private Wealth Services
Texas
$475K -$1.94K -10 -0.4%
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$459K +$14.5K +75 +3%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$441K +$27.8K +143 +7%
PAM
222
Panagora Asset Management
Massachusetts
$439K +$5.82K +30 +1%
AIM
223
Ausbil Investment Management
Australia
$439K +$439K +2,295 New
CCM
224
Coldstream Capital Management
Washington
$436K -$4.27K -22 -1%
BCM
225
BTC Capital Management
Iowa
$435K -$39.2K -202 -8%