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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 %
Creative Planning
201
Creative Planning
Kansas
$1.58M -$67.9K -248 -4%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$1.58M -$16.7K -61 -1%
OIA
203
OneDigital Investment Advisors
Kansas
$1.55M -$7.12K -26 -0.5%
GCP
204
GSA Capital Partners
United Kingdom
$1.51M +$2.74K +10 +0.2%
VRS
205
Virginia Retirement Systems
Virginia
$1.5M -$137K -500 -8%
TI
206
Tidal Investments
Wisconsin
$1.5M -$40.8K -149 -3%
AIM
207
Ausbil Investment Management
Australia
$1.46M – – –
VT
208
Vise Technologies
New York
$1.45M +$1.45M +5,285 New
VI
209
Vestcor Inc
New Brunswick, Canada
$1.42M – – –
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$1.38M +$4.38K +16 +0.3%
RIM
211
Redwood Investment Management
Arizona
$1.38M +$1.38M +5,029 New
NSEDCP
212
NJ State Employees Deferred Compensation Plan
New Jersey
$1.37M – – –
SPIA
213
Steward Partners Investment Advisory
New York
$1.37M +$189K +692 +16%
DFS
214
Dixon Fnancial Services
California
$1.33M – – –
RWM
215
Ritholtz Wealth Management
New York
$1.33M +$679K +2,480 +105%
Neuberger Berman Group
216
Neuberger Berman Group
New York
$1.32M +$208K +759 +19%
Pictet Asset Management
217
Pictet Asset Management
Switzerland
$1.31M -$49K -179 -4%
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$1.28M – – –
GLA
219
Great Lakes Advisors
Illinois
$1.27M +$10.4K +38 +0.8%
AWM
220
Avior Wealth Management
Nebraska
$1.26M – – –
ICP
221
Impact Capital Partners
Colorado
$1.24M -$14.2K -52 -1%
QPW
222
Quantum Private Wealth
Florida
$1.22M – – –
VPIM
223
Vanguard Personalized Indexing Management
California
$1.2M -$42.4K -155 -3%
Cerity Partners
224
Cerity Partners
New York
$1.18M -$244K -892 -17%
SPS
225
Susquehanna Portfolio Strategies
Pennsylvania
$1.18M +$1.18M +4,303 New
7 8
9
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