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Palomar

274 hedge funds and large institutions have $2.27B invested in Palomar in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 18

235% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.16M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 64

25% more capital invested

Capital invested by funds: $1.82B → $2.27B (+$448M)

20% more funds holding

Funds holding: 228274 (+46)

1.55% more ownership

Funds ownership: 90.23%91.78% (+1.6%)

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% 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
107
Reduced
64
Closed
18
Calls
$3.9M
Puts
$1.16M
Net Calls
+$2.74M
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Sterling Capital Management
North Carolina
$2.37K +$2.3K +25 New
PA
252
Parallel Advisors
California
$1.8K +$645 +7 +58%
LC
253
Lindbrook Capital
California
$1.7K
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$1.7K
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.61K
CWP
256
Concord Wealth Partners
Virginia
$1.23K +$1.2K +13 New
JWA
257
JFS Wealth Advisors
Pennsylvania
$1.14K
BCMLT
258
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04K
HWM
259
Hemington Wealth Management
Virginia
$1K +$1.29K +14 New
GRP
260
Global Retirement Partners
California
$947 +$921 +10 New
CJ
261
Caitlin John
Michigan
$808
PWMG
262
Private Wealth Management Group
New Jersey
$663
AF
263
Allworth Financial
California
$663 +$184 +2 +40%
IAIM
264
International Assets Investment Management
Florida
$609 +$5.26M +57,045 +9,367%
PWMG
265
Prestige Wealth Management Group
New Jersey
$569
DPW
266
DiNuzzo Private Wealth
Pennsylvania
$569 +$92 +1 +20%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$474
HNB
268
Huntington National Bank
Ohio
$473
LFG
269
Larson Financial Group
Missouri
$379 -$5.62K -61 -94%
SIC
270
SJS Investment Consulting
Ohio
$379
AWM
271
Abound Wealth Management
Tennessee
$190 +$184 +2 New
MFG
272
Mendota Financial Group
Wisconsin
$190 +$184 +2 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$189
TFM
274
TFC Financial Management
Massachusetts
$95
T. Rowe Price Investment Management
275
T. Rowe Price Investment Management
Maryland
-$9.4M -115,873 Closed

PLMR Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2024, worth a combined $2.27B — up 25% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLMR positions and 18 closed out — a net gain of 47 holders — while 107 added to existing stakes and 64 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $25.9M. The largest seller was Sumitomo Mitsui Trust Group, cutting an estimated $19.1M.

  • 274 institutional investors held Palomar (PLMR) as of Q3 2024, up from 228 in Q2 2024.
  • Funds reported $2.27B of Palomar stock for Q3 2024, up 25% quarter-over-quarter.
  • 65 funds opened new Palomar positions in Q3 2024 and 18 closed out, a net change of +47 holders.
  • The largest Palomar buyer in Q3 2024 was Driehaus Capital Management, an estimated $25.9M added.
  • The largest Palomar seller in Q3 2024 was Sumitomo Mitsui Trust Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.