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Primerica

508 hedge funds and large institutions have $8.73B 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
Holders
508
Holders Change
+21
Holders Change %
+4.31%
% of All Funds
6.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
76
Increased
178
Reduced
168
Closed
45
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
201
Cerity Partners
New York
$1.48M +$264K +927 +22%
VI
202
Vestcor Inc
New Brunswick, Canada
$1.48M +$24.7K +87 +2%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$1.45M +$528K +1,857 +57%
WIA
204
World Investment Advisors
California
$1.43M +$25.3K +89 +2%
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 -$2.51M -8,805 -64%
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$1.42M +$32.4K +114 +2%
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$439K +1,543 +46%
OAC
210
OMERS Administration Corp
Ontario, Canada
$1.39M +$1.39M +4,900 New
DFS
211
Dixon Fnancial Services
California
$1.38M
Deutsche Bank
212
Deutsche Bank
Germany
$1.37M -$2.44M -8,561 -64%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$1.33M +$1.33M +4,676 New
Verition Fund Management
214
Verition Fund Management
Connecticut
$1.32M -$384K -1,350 -23%
GLA
215
Great Lakes Advisors
Illinois
$1.31M +$21.6K +76 +2%
ICP
216
Impact Capital Partners
Colorado
$1.31M +$116K +409 +10%
AWM
217
Avior Wealth Management
Nebraska
$1.31M
VPIM
218
Vanguard Personalized Indexing Management
California
$1.29M +$40.1K +141 +3%
QPW
219
Quantum Private Wealth
Florida
$1.27M
SPIA
220
Steward Partners Investment Advisory
New York
$1.23M +$643K +2,261 +110%
FCBT
221
First Citizens Bank & Trust
North Carolina
$1.17M -$344K -1,208 -23%
ACM
222
Aquatic Capital Management
Illinois
$1.16M -$2.09M -7,361 -64%
Neuberger Berman Group
223
Neuberger Berman Group
New York
$1.15M +$235K +827 +26%
EM
224
ELCO Management
New York
$1.14M
X
225
Xponance
Pennsylvania
$1.12M +$13.4K +47 +1%