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Palomar
PLMR

Overview Fund Activity

278 hedge funds and large institutions have $2.56B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
42
Increased
111
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$82.9M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$62.7M
3
BlackRock
3
BlackRock
New York
$456M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.6M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$14.8M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$86.7M
2
SIMG
2
Stephens Investment Management Group
Texas
$71.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.5M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$56.8M
5
FMI
5
F/M Investments
District of Columbia
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Smartleaf Asset Management
Massachusetts
$43.2K +$36.5K +349 +537%
GI
227
GAMMA Investing
California
$38.1K -$2.22K -21 -5%
AP
228
Atwood & Palmer
Missouri
$37K – – –
WTC
229
WhitTier Trust Company
Nevada
$30.9K +$2.64K +25 +9%
BTI
230
Blue Trust Inc
Georgia
$26K +$26K +246 New
CAS
231
Coppell Advisory Solutions
Texas
$22.9K – – –
Simplex Trading
232
Simplex Trading
Illinois
$22K -$608K -5,863 -97%
HCM
233
Hollencrest Capital Management
California
$20K – – –
TH
234
TCTC Holdings
Texas
$18.6K +$18.6K +176 New
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$11.5K – – –
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$10.6K +$211 +2 +2%
HNB
237
Huntington National Bank
Ohio
$8.87K +$8.34K +79 +1,580%
HIM
238
Hillsdale Investment Management
Ontario, Canada
$8.45K – – –
SS
239
SBI Securities
Japan
$7.6K +$7.6K +72 New
LI
240
LRI Investments
Florida
$6.31K – – –
UB
241
UMB Bank
Missouri
$6.12K – – –
AAP
242
Arax Advisory Partners
Colorado
$6.02K – – –
PA
243
Parallel Advisors
California
$5.49K +$3.49K +33 +174%
VWM
244
Venturi Wealth Management
Texas
$5.49K +$5.49K +52 New
ME
245
McIlrath & Eck
Washington
$4.96K – – –
MG
246
Mather Group
Illinois
$4.75K +$4.75K +45 New
LFA
247
LGT Financial Advisors
Texas
$4.65K – – –
BWL
248
Bogart Wealth LLC
Virginia
$4.44K +$4.44K +42 New
PS
249
Principal Securities
Iowa
$4.12K +$317 +3 +8%
RIL
250
Rothschild Investment LLC
Illinois
$3.7K +$528 +5 +17%
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