PRI icon

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 %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$953M -$22.1M -80,746 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$947M -$8.92M -32,582 -0.9%
BlackRock
3
BlackRock
New York
$838M -$10M -36,540 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$789M -$18.9M -69,019 -2%
BAMCO Inc
5
BAMCO Inc
New York
$435M -$4.12M -15,056 -0.9%
BAM
6
Burgundy Asset Management
Ontario, Canada
$365M +$6.42M +23,454 +2%
State Street
7
State Street
Massachusetts
$288M -$15M -54,803 -5%
BWA
8
Brave Warrior Advisors
New York
$226M -$2.92M -10,662 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$203M -$21.2M -77,379 -9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$167M -$173K -633 -0.1%
LAM
11
Lyrical Asset Management
New York
$142M -$16.8M -61,318 -11%
FMI
12
Fiduciary Management Inc
Wisconsin
$134M -$503K -1,839 -0.4%
First Trust Advisors
13
First Trust Advisors
Illinois
$120M +$31.7M +115,754 +36%
AM
14
AGF Management
Ontario, Canada
$114M -$59.7M -218,304 -34%
Wells Fargo
15
Wells Fargo
California
$88.9M -$3.99M -14,568 -4%
Charles Schwab
16
Charles Schwab
California
$87.5M -$538K -1,966 -0.6%
Northern Trust
17
Northern Trust
Illinois
$87.2M -$5.26M -19,213 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$87.2M +$828K +3,024 +1%
AQR Capital Management
19
AQR Capital Management
Connecticut
$74.8M -$10.5M -38,965 -12%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$71.9M -$286K -1,045 -0.4%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$68.5M -$7.14M -26,074 -9%
QCMNJ
22
Quantum Capital Management (New Jersey)
New Jersey
$64M -$7.22M -26,364 -10%
Millennium Management
23
Millennium Management
New York
$57.8M +$27.3M +99,695 +90%
UBS AM
24
UBS AM
Illinois
$56.5M +$16.2M +59,216 +40%
Fidelity International
25
Fidelity International
Bermuda
$51.6M +$7.59M +27,717 +17%
1
2 3 4 5