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Palomar
PLMR

Overview Fund Activity

272 hedge funds and large institutions have $2.26B invested in Palomar in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+44
Holders Change %
+19.3%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
106
Reduced
63
Closed
20
Calls
$3.9M
Puts
$1.16M
Net Calls
+$2.74M
Net Calls Change
+$189K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$26.6M
2
BlackRock
BlackRock
New York
+$20.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$14.6M
4
American Century Companies
American Century Companies
Missouri
+$12.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$11M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.6M
2
CIP
Champlain Investment Partners
Vermont
-$13.5M
3
SIMG
Stephens Investment Management Group
Texas
-$11.9M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$9.4M
5
ACA
Atlas Capital Advisors
Wyoming
-$8.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$41.7K – – –
NS
227
NBC Securities
Alabama
$37K – – –
GI
228
GAMMA Investing
California
$36.2K +$11.8K +125 +49%
AP
229
Atwood & Palmer
Missouri
$33.1K -$23.7K -250 -42%
Jones Financial Companies
230
Jones Financial Companies
Missouri
$28.6K +$3.98K +42 +16%
WTC
231
WhitTier Trust Company
Nevada
$25.4K +$25.4K +268 New
CAS
232
Coppell Advisory Solutions
Texas
$20.8K – – –
HCM
233
Hollencrest Capital Management
California
$17.9K – – –
QL
234
Quarry LP
New York
$17.1K +$9.94K +105 +138%
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$10.3K – – –
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$9.28K +$189 +2 +2%
HIM
237
Hillsdale Investment Management
Ontario, Canada
$7.57K – – –
LI
238
LRI Investments
Florida
$6.24K – – –
SAM
239
Smartleaf Asset Management
Massachusetts
$6.16K +$1.99K +21 +48%
CPA
240
Capital Performance Advisors
California
$5.78K +$5.78K +61 New
UB
241
UMB Bank
Missouri
$5.49K +$2.94K +31 +115%
AAP
242
Arax Advisory Partners
Colorado
$5.4K – – –
ACM
243
Aster Capital Management
United Arab Emirates
$4.45K +$4.45K +47 New
ME
244
McIlrath & Eck
Washington
$4.45K +$4.45K +47 New
LFA
245
LGT Financial Advisors
Texas
$4.17K – – –
JIP
246
Jaffetilchin Investment Partners
Florida
$3.6K +$3.6K +38 New
PS
247
Principal Securities
Iowa
$3.41K +$568 +6 +20%
RIL
248
Rothschild Investment LLC
Illinois
$2.84K +$1.42K +15 +100%
SCM
249
Sterling Capital Management
North Carolina
$2.37K +$2.37K +25 New
PA
250
Parallel Advisors
California
$1.8K +$663 +7 +58%
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