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

Top Sellers

1
NL
Nuveen LLC
North Carolina
$49.9M
2
AM
AGF Management
Ontario, Canada
$114M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$953M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$203M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$789M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
326
Versor Investments
New York
$365K +$105K +382 +40%
KA
327
Klingman & Associates
New York
$362K +$362K +1,322 New
PFBT
328
Parkside Financial Bank & Trust
Missouri
$355K +$328K +1,199 +1,199%
CB
329
Commerce Bank
Missouri
$355K -$2.44M -8,922 -87%
IA
330
IFP Advisors
Florida
$351K +$6.02K +22 +2%
GI
331
GAMMA Investing
California
$349K -$77.2K -282 -18%
AWS
332
Atria Wealth Solutions
New York
$345K +$22.4K +82 +7%
MC
333
Machina Capital
France
$337K -$85.7K -313 -20%
JG
334
Jain Global
New York
$332K +$332K +1,213 New
SCM
335
Shelton Capital Management
Colorado
$328K – – –
Focus Partners Wealth
336
Focus Partners Wealth
Massachusetts
$323K -$59.1K -216 -15%
FFM
337
Forum Financial Management
Illinois
$322K +$547 +2 +0.2%
LIM
338
Leavell Investment Management
Alabama
$320K -$33.7K -123 -10%
CIBC Asset Management
339
CIBC Asset Management
Ontario, Canada
$309K – – –
NI
340
NDVR Inc
Massachusetts
$300K +$3.83K +14 +1%
BCM
341
Brookstone Capital Management
Illinois
$297K – – –
WA
342
Wealth Alliance
New York
$296K +$6.84K +25 +2%
IFS
343
Ifrah Financial Services
Arkansas
$292K -$3.29K -12 -1%
OR
344
Olympiad Research
Connecticut
$290K +$10.9K +40 +4%
IA
345
IFC Advisors
California
$288K -$1.92K -7 -0.7%
BEI
346
Benjamin Edwards Inc
Missouri
$283K +$85.2K +311 +43%
FDP
347
Financiere des Professionnels
Quebec, Canada
$281K +$281K +1,025 New
Baird Financial Group
348
Baird Financial Group
Wisconsin
$277K +$277K +1,012 New
P
349
Pitcairn
Pennsylvania
$275K -$72.5K -265 -21%
RP
350
Riverwater Partners
Wisconsin
$275K +$1.1K +4 +0.4%
12 13
14
15 16