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Palomar
PLMR

Overview Fund Activity

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M

Top Buyers

1
FGP
Freestone Grove Partners
California
+$15.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$13.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.9M
4
Bessemer Group
Bessemer Group
New Jersey
+$12.8M
5
AIM
Artemis Investment Management
United Kingdom
+$10.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$29.8M
2
BlackRock
BlackRock
New York
-$20.7M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
-$15.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
5
GCM
Geneva Capital Management
Wisconsin
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
226
Baader Bank Aktiengesellschaft
Germany
$322K +$322K +2,392 New
DTL
227
Dynamic Technology Lab
Singapore
$314K +$314K +2,290 New
Fidelity Investments
228
Fidelity Investments
Massachusetts
$306K +$74.7K +545 +32%
ECM
229
Evergreen Capital Management
Washington
$305K +$16.7K +122 +6%
PTC
230
Petrus Trust Company
Texas
$290K +$290K +2,117 New
FFA
231
Florida Financial Advisors
Florida
$285K +$285K +2,071 New
MML Investors Services
232
MML Investors Services
Massachusetts
$279K +$279K +2,033 New
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$276K +$276K +2,017 New
PAS
234
Point72 Asia (Singapore)
Singapore
$275K +$275K +2,009 New
SAI
235
Systematic Alpha Investments
New Jersey
$274K – – –
YMRC
236
Yorktown Management & Research Company
Virginia
$274K +$274K +2,000 New
LBWM
237
Left Brain Wealth Management
Illinois
$274K +$274K +2,000 New
X
238
Xponance
Pennsylvania
$270K +$270K +1,970 New
Wolverine Trading
239
Wolverine Trading
Illinois
$266K -$246K -1,797 -48%
CGH
240
Crossmark Global Holdings
Texas
$264K -$3.98K -29 -1%
Two Sigma Advisers
241
Two Sigma Advisers
New York
$247K -$439K -3,200 -64%
CC
242
Corton Capital
Ontario, Canada
$246K +$246K +1,794 New
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$244K +$244K +1,782 New
IC
244
IEQ Capital
California
$243K +$243K +1,772 New
MWM
245
Mindset Wealth Management
Indiana
$236K +$236K +1,719 New
FIM
246
Freedom Investment Management
Connecticut
$232K -$94.3K -688 -29%
HIS
247
Harvest Investment Services
Illinois
$226K +$226K +1,647 New
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$224K +$224K +1,631 New
USAA
249
United Services Automobile Association
Texas
$223K +$223K +1,629 New
QCM
250
Quantinno Capital Management
New York
$222K +$222K +1,618 New
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