PRI icon

Primerica
PRI

Overview Fund Activity

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

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$85.1M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$56.8M
3
Bank of America
Bank of America
North Carolina
+$13.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$11.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$36.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$17.8M
3
BAMCO Inc
BAMCO Inc
New York
-$14.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.4M
5
CSS
Cubist Systematic Strategies
Connecticut
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
251
Y-Intercept (HK)
Hong Kong
$875K -$372K -1,308 -30%
CWP
252
Curated Wealth Partners
California
$865K – – –
MGIA
253
Moneta Group Investment Advisors
Missouri
$850K -$5.41K -19 -0.6%
IFU
254
iSAM Funds (UK)
United Kingdom
$843K -$566K -1,988 -40%
SAM
255
Shell Asset Management
Netherlands
$841K -$51.5K -181 -6%
CIBC World Market
256
CIBC World Market
Ontario, Canada
$838K -$4.84K -17 -0.6%
M&T Bank
257
M&T Bank
New York
$820K +$32.2K +113 +4%
SWM
258
Sendero Wealth Management
Texas
$817K +$121K +427 +17%
N
259
Numerai
California
$807K +$807K +2,835 New
EFG
260
Everhart Financial Group
Ohio
$804K +$42.7K +150 +6%
DADC
261
D.A. Davidson & Co
Montana
$788K – – –
II
262
Inspire Investing
Idaho
$768K +$768K +2,700 New
FC
263
Farringdon Capital
United Kingdom
$719K +$719K +2,527 New
SAM
264
Securian Asset Management
Minnesota
$718K – – –
CG
265
Caprock Group
Idaho
$716K +$716K +2,517 New
CG
266
Cynosure Group
Utah
$686K +$45.5K +160 +7%
Brown Advisory
267
Brown Advisory
Maryland
$681K -$51.2K -180 -7%
Osaic Holdings
268
Osaic Holdings
Arizona
$673K +$487K +1,711 +262%
RWM
269
Ritholtz Wealth Management
New York
$673K +$673K +2,366 New
CC
270
Centiva Capital
New York
$669K +$669K +2,351 New
HSBC Holdings
271
HSBC Holdings
United Kingdom
$651K -$563K -1,978 -46%
TWC
272
TD Waterhouse Canada
Ontario, Canada
$644K +$471K +1,634 +271%
CCM
273
Coldstream Capital Management
Washington
$639K -$5.69K -20 -0.9%
KPWS
274
Kestra Private Wealth Services
Texas
$638K +$8.82K +31 +1%
TRCT
275
Tower Research Capital (TRC)
New York
$638K -$29.9K -105 -4%
9 10
11
12 13