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Primerica

395 hedge funds and large institutions have $6.56B invested in Primerica in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+28
Holders Change %
+7.63%
% of All Funds
5.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
65
Increased
107
Reduced
154
Closed
30
Calls
$864K
Puts
$2.16M
Net Calls
-$1.3M
Net Calls Change
-$3.24M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
201
Vanguard Personalized Indexing Management
California
$677K +$245K +1,191 +57%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$676K +$676K +3,284 New
MWM
203
MGB Wealth Management
Texas
$673K +$673K +3,270 New
SG Americas Securities
204
SG Americas Securities
New York
$663K +$143K +696 +28%
OAM
205
Oppenheimer Asset Management
New York
$654K -$72.4K -352 -10%
COI
206
Connable Office Inc
Michigan
$638K
AIM
207
Ausbil Investment Management
Australia
$619K +$147K +715 +31%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$608K +$30.5K +148 +5%
VA
209
Vident Advisory
Georgia
$607K +$607K +2,951 New
SAM
210
Securian Asset Management
Minnesota
$603K -$20.6K -100 -3%
M&T Bank
211
M&T Bank
New York
$599K -$3.29K -16 -0.5%
CT
212
ClearAlpha Technologies
Connecticut
$597K +$597K +2,903 New
CI
213
Cavalier Investments
Georgia
$597K +$11.3K +55 +2%
EI
214
Ethic Inc
New York
$597K +$232K +1,129 +64%
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$596K
DADC
216
D.A. Davidson & Co
Montana
$570K -$617 -3 -0.1%
Envestnet Portfolio Solutions
217
Envestnet Portfolio Solutions
Illinois
$550K +$28.4K +138 +5%
DTL
218
Dynamic Technology Lab
Singapore
$545K -$1.2M -5,821 -69%
KWM
219
Kolinsky Wealth Management
New Jersey
$505K -$10.7K -52 -2%
KPWS
220
Kestra Private Wealth Services
Texas
$503K -$412 -2 -0.1%
SWM
221
Sendero Wealth Management
Texas
$503K +$46.3K +225 +10%
Mariner
222
Mariner
Kansas
$497K +$42K +204 +9%
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
$488K -$402K -1,955 -45%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$485K -$285K -1,387 -37%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$482K -$5.15K -25 -1%