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Primerica

505 hedge funds and large institutions have $7.44B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 165

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

0.16% less ownership

Funds ownership: 93.96%93.81% (-0.16%)

4% less capital invested

Capital invested by funds: $7.76B → $7.44B (-$325M)

1% less funds holding

Funds holding: 511505 (-6)

83% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $9.19M

Holders
505
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
59
Increased
191
Reduced
165
Closed
51
Calls
$1.58M
Puts
$9.19M
Net Calls
-$7.61M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$769M -$24.2M -94,022 -3%
BlackRock
2
BlackRock
New York
$750M +$10.8M +41,795 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$708M -$9.03M -34,998 -1%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$459M +$472M +1,831,548 New
VCM
5
Vanguard Capital Management
Pennsylvania
$359M +$370M +1,432,793 New
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$315M -$14M -54,236 -4%
State Street
7
State Street
Massachusetts
$251M -$321K -1,246 -0.1%
BWA
8
Brave Warrior Advisors
New York
$220M +$25.6M +99,198 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$218M +$19.8M +76,880 +10%
BAMCO Inc
10
BAMCO Inc
New York
$215M -$70.3M -272,518 -24%
FMI
11
Fiduciary Management Inc
Wisconsin
$173M +$20.8M +80,741 +13%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$163M +$1.97M +7,628 +1%
First Trust Advisors
13
First Trust Advisors
Illinois
$133M +$6.15M +23,850 +5%
LAM
14
Lyrical Asset Management
New York
$127M -$9.1M -35,287 -7%
AM
15
AGF Management
Ontario, Canada
$108M +$2.64M +10,238 +2%
Invesco
16
Invesco
Georgia
$89.6M -$20.9K -81 -0%
Charles Schwab
17
Charles Schwab
California
$81.8M +$2.49M +9,672 +3%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$80M +$8.87M +34,411 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$78.7M +$614K +2,382 +0.8%
Northern Trust
20
Northern Trust
Illinois
$73.2M +$1.5M +5,823 +2%
Wells Fargo
21
Wells Fargo
California
$70.2M -$4.59M -17,782 -6%
AQR Capital Management
22
AQR Capital Management
Connecticut
$66.1M +$11.1M +42,904 +19%
QCMNJ
23
Quantum Capital Management (New Jersey)
New Jersey
$62.8M -$734K -2,847 -1%
LCIP
24
Life Cycle Investment Partners
$61.4M +$22.6M +87,607 +56%
Morgan Stanley
25
Morgan Stanley
New York
$53.8M -$2.36M -9,142 -4%