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Primerica

508 hedge funds and large institutions have $8.74B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 178 increasing their positions, 168 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.26% more ownership

Funds ownership: 91.13%93.39% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 168

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22M
Puts
$825K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
201
Cerity Partners
New York
$1.48M
VI
202
Vestcor Inc
New Brunswick, Canada
$1.48M
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$1.45M
WIA
204
World Investment Advisors
California
$1.43M
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$1.43M
NSEDCP
206
NJ State Employees Deferred Compensation Plan
New Jersey
$1.42M
LCM
207
LRT Capital Management
Texas
$1.42M
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$1.42M
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$1.4M
OAC
210
OMERS Administration Corp
Ontario, Canada
$1.39M
DFS
211
Dixon Fnancial Services
California
$1.38M
Deutsche Bank
212
Deutsche Bank
Germany
$1.37M
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$1.33M
Verition Fund Management
214
Verition Fund Management
Connecticut
$1.32M
GLA
215
Great Lakes Advisors
Illinois
$1.31M
ICP
216
Impact Capital Partners
Colorado
$1.31M
AWM
217
Avior Wealth Management
Nebraska
$1.31M
VPIM
218
Vanguard Personalized Indexing Management
California
$1.29M
QPW
219
Quantum Private Wealth
Florida
$1.27M
SPIA
220
Steward Partners Investment Advisory
New York
$1.23M
FCBT
221
First Citizens Bank & Trust
North Carolina
$1.17M
ACM
222
Aquatic Capital Management
Illinois
$1.16M
Neuberger Berman Group
223
Neuberger Berman Group
New York
$1.15M
EM
224
ELCO Management
New York
$1.14M
X
225
Xponance
Pennsylvania
$1.12M