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Primerica

447 hedge funds and large institutions have $8.17B invested in Primerica in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 144 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+39
Holders Change %
+9.56%
% of All Funds
6.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
71
Increased
149
Reduced
144
Closed
27
Calls
$848K
Puts
$2.76M
Net Calls
-$1.91M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
X
201
Xponance
Pennsylvania
$980K -$6.63K -25 -0.7%
DIA
202
Dana Investment Advisors
Wisconsin
$977K +$58.9K +222 +6%
Osaic Holdings
203
Osaic Holdings
Arizona
$973K -$140K -529 -13%
WB
204
WesBanco Bank
West Virginia
$968K
LAM
205
LECAP Asset Management
United Kingdom
$929K +$929K +3,505 New
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$922K -$16.4K -62 -2%
EAM
207
Erste Asset Management
Austria
$921K
Federated Hermes
208
Federated Hermes
Pennsylvania
$885K +$78.8K +297 +10%
I
209
InceptionR
California
$874K +$544K +2,053 +165%
MWM
210
MGB Wealth Management
Texas
$865K
COI
211
Connable Office Inc
Michigan
$852K +$29.7K +112 +4%
AWM
212
Apollon Wealth Management
South Carolina
$841K +$795 +3 +0.1%
SAM
213
Shell Asset Management
Netherlands
$833K +$833K +3,140 New
Tudor Investment Corp
214
Tudor Investment Corp
Connecticut
$826K +$826K +3,116 New
OAM
215
Oppenheimer Asset Management
New York
$807K -$36.9K -139 -4%
CWP
216
Curated Wealth Partners
California
$806K
MOS
217
MGO One Seven
Ohio
$805K +$108K +409 +16%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$804K -$202K -760 -20%
MGIA
219
Moneta Group Investment Advisors
Missouri
$803K -$6.89K -26 -0.9%
CG
220
Cynosure Group
Utah
$802K +$364K +1,372 +83%
OTL
221
Oak Thistle LLC
New York
$794K +$794K +2,993 New
EI
222
Ethic Inc
New York
$788K -$23.5K -93 -3%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$775K +$22.3K +84 +3%
MPM
224
Meritage Portfolio Management
Kansas
$765K +$392K +1,478 +105%
ETC
225
Exchange Traded Concepts
Oklahoma
$758K +$758K +2,859 New