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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 %
PWM
501
Parkworth Wealth Management
California
$547 – – –
PWA
502
Principia Wealth Advisory
Texas
$547 +$274 +1 +100%
HFS
503
Hughes Financial Services
Virginia
$534 +$534 +2 New
CPG
504
Cornerstone Planning Group
New Jersey
$528 +$528 +2 New
DF
505
DecisionPoint Financial
Arizona
$279 +$279 +1 New
RCM
506
Raleigh Capital Management
North Carolina
$275 +$275 +1 New
SS
507
SBI Securities
Japan
$274 – – –
CA
508
CoreCap Advisors
Michigan
$274 – – –
SC
509
SouthState Corp
Florida
$274 – – –
CIAS
510
CBIZ Investment Advisory Services
Ohio
$274 +$274 +1 New
QWM
511
Quaker Wealth Management
New Jersey
$274 +$274 +1 New
SC
512
Stephens Consulting
Michigan
$274 +$274 +1 New
CF
513
Corebridge Financial
Texas
– -$10.5M -36,859 Closed
LIP
514
Lighthouse Investment Partners
Florida
– -$8.52M -29,953 Closed
TC
515
TwinBeech Capital
New York
– -$6.59M -23,148 Closed
IC
516
IEQ Capital
California
– -$3.15M -11,069 Closed
LS
517
Livforsakringsbolaget Skandia
Sweden
– -$2.73M -9,600 Closed
OIAM
518
OFI Invest Asset Management
France
– -$1.95M -7,400 Closed
LCM
519
LRT Capital Management
Texas
– -$1.42M -4,995 Closed
OAC
520
OMERS Administration Corp
Ontario, Canada
– -$1.39M -4,900 Closed
PMAM
521
Picton Mahoney Asset Management
Ontario, Canada
– -$1.1M -3,844 Closed
LAM
522
LECAP Asset Management
United Kingdom
– -$1.03M -3,614 Closed
Allspring Global Investments
523
Allspring Global Investments
North Carolina
– -$972K -3,375 Closed
YIH
524
Y-Intercept (HK)
Hong Kong
– -$875K -3,075 Closed
IFU
525
iSAM Funds (UK)
United Kingdom
– -$843K -2,962 Closed
19 20
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