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Primerica

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
Name Holding Trade Value Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$1.01B -$1.21M -4,249 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$994M +$10.8M +37,994 +1%
BlackRock
3
BlackRock
New York
$881M -$8.62M -30,291 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$840M -$13.4M -47,072 -2%
BAMCO Inc
5
BAMCO Inc
New York
$456M -$14.7M -51,617 -3%
BAM
6
Burgundy Asset Management
Ontario, Canada
$373M +$6.13M +21,546 +2%
State Street
7
State Street
Massachusetts
$315M +$458K +1,611 +0.1%
BWA
8
Brave Warrior Advisors
New York
$237M -$5.47M -19,210 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$233M +$11.5M +40,525 +5%
AM
10
AGF Management
Ontario, Canada
$181M -$1.76M -6,174 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$174M +$4.65M +16,350 +3%
LAM
12
Lyrical Asset Management
New York
$165M -$1.97M -6,909 -1%
FMI
13
Fiduciary Management Inc
Wisconsin
$140M +$3.81M +13,402 +3%
Wells Fargo
14
Wells Fargo
California
$96.6M -$2.93M -10,301 -3%
Northern Trust
15
Northern Trust
Illinois
$96.1M -$2.59M -9,116 -3%
First Trust Advisors
16
First Trust Advisors
Illinois
$91.7M +$85.1M +299,219 +1,304%
Charles Schwab
17
Charles Schwab
California
$91.5M -$1.67M -5,860 -2%
AQR Capital Management
18
AQR Capital Management
Connecticut
$89.9M +$56.8M +199,715 +172%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$89.8M -$1.45M -5,103 -2%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$78.6M +$10.3M +36,095 +15%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$75.1M +$9.41M +33,055 +14%
QCMNJ
22
Quantum Capital Management (New Jersey)
New Jersey
$74.1M -$1.31M -4,588 -2%
NL
23
Nuveen LLC
North Carolina
$57.3M +$57.3M +548,340 New
Morgan Stanley
24
Morgan Stanley
New York
$53.6M -$4.33M -15,222 -7%
T. Rowe Price Investment Management
25
T. Rowe Price Investment Management
Maryland
$52.3M +$6.81M +23,925 +15%