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Primerica
PRI

Overview Fund Activity

512 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 183 increasing their positions, 180 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
6.87%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
61
Increased
183
Reduced
180
Closed
52
Calls
$1.31M
Puts
$1.23M
Net Calls
+$83K
Net Calls Change
-$315K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$120M
2
CCM
2
Copeland Capital Management
Pennsylvania
$27.4M
3
Millennium Management
3
Millennium Management
New York
$57.8M
4
UBS AM
4
UBS AM
Illinois
$56.5M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$14.7M

Top Sellers

1
NL
1
Nuveen LLC
North Carolina
$49.9M
2
AM
2
AGF Management
Ontario, Canada
$114M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$953M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$203M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$789M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
226
Deutsche Bank
Germany
$1.14M -$178K -649 -14%
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
$1.13M +$55.8K +204 +5%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$1.12M -$244K -879 -18%
EM
229
ELCO Management
New York
$1.09M – – –
BCI
230
Brinker Capital Investments
Pennsylvania
$1.06M +$12.3K +45 +1%
X
231
Xponance
Pennsylvania
$1.03M -$49.3K -180 -5%
WB
232
WesBanco Bank
West Virginia
$999K – – –
CC
233
Centiva Capital
New York
$987K +$344K +1,256 +53%
DIA
234
Dana Investment Advisors
Wisconsin
$980K – – –
IWC
235
Integrated Wealth Concepts
Massachusetts
$959K +$373K +1,362 +64%
Point72 Asset Management
236
Point72 Asset Management
Connecticut
$958K +$958K +3,500 New
MML Investors Services
237
MML Investors Services
Massachusetts
$949K +$671K +2,450 +241%
NYLIM
238
New York Life Investment Management
New York
$946K -$30.1K -110 -3%
EAM
239
Erste Asset Management
Austria
$940K – – –
MAS
240
Meeder Advisory Services
Ohio
$930K -$10.7K -39 -1%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$895K -$498K -1,821 -36%
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$884K -$78.8K -288 -8%
COI
243
Connable Office Inc
Michigan
$879K – – –
MPM
244
Meritage Portfolio Management
Kansas
$877K +$24.4K +89 +3%
MFS
245
Mirabella Financial Services
United Kingdom
$877K -$2.43M -8,833 -73%
ET
246
Entropy Technologies
New York
$876K +$876K +3,200 New
MWM
247
MGB Wealth Management
Texas
$857K -$90.5K -332 -10%
AWM
248
Apollon Wealth Management
South Carolina
$840K -$18.3K -67 -2%
Federated Hermes
249
Federated Hermes
Pennsylvania
$839K -$25.5K -93 -3%
BPC
250
Bryce Point Capital
New York
$838K +$838K +3,061 New
8 9
10
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