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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
$55M
2
BlackRock
BlackRock
New York
$394M
3
Vanguard Group
Vanguard Group
Pennsylvania
$239M
4
American Century Companies
American Century Companies
Missouri
$54.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$11M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$61M
2
CIP
Champlain Investment Partners
Vermont
$113M
3
SIMG
Stephens Investment Management Group
Texas
$82.7M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
5
ACA
Atlas Capital Advisors
Wyoming
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
251
Lindbrook Capital
California
$1.7K – – –
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$1.7K – – –
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$1.61K – – –
CWP
254
Concord Wealth Partners
Virginia
$1.23K +$1.23K +13 New
JWA
255
JFS Wealth Advisors
Pennsylvania
$1.14K – – –
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04K – – –
HWM
257
Hemington Wealth Management
Virginia
$1K +$1K +14 New
GRP
258
Global Retirement Partners
California
$947 +$947 +10 New
CJ
259
Caitlin John
Michigan
$808 – – –
PWMG
260
Private Wealth Management Group
New Jersey
$663 – – –
AF
261
Allworth Financial
California
$663 +$189 +2 +40%
IAIM
262
International Assets Investment Management
Florida
$609 +$603 +57,045 +9,367%
PWMG
263
Prestige Wealth Management Group
New Jersey
$569 – – –
DPW
264
DiNuzzo Private Wealth
Pennsylvania
$569 +$95 +1 +20%
PFBT
265
Parkside Financial Bank & Trust
Missouri
$474 – – –
HNB
266
Huntington National Bank
Ohio
$473 – – –
LFG
267
Larson Financial Group
Missouri
$379 -$5.78K -61 -94%
SIC
268
SJS Investment Consulting
Ohio
$379 – – –
MFG
269
Mendota Financial Group
Wisconsin
$190 +$190 +2 New
AWM
270
Abound Wealth Management
Tennessee
$190 +$190 +2 New
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$189 – – –
TFM
272
TFC Financial Management
Massachusetts
$95 – – –
Norges Bank
273
Norges Bank
Norway
– -$15.3M -188,684 Closed
T. Rowe Price Investment Management
274
T. Rowe Price Investment Management
Maryland
– -$9.4M -115,873 Closed
EAM
275
Eagle Asset Management
Florida
– -$2.68M -32,237 Closed
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