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Palomar

279 hedge funds and large institutions have $2.57B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

84% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.49M

30% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 87

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $2.27B → $2.57B (+$294M)

2% more funds holding

Funds holding: 274279 (+5)

0.06% less ownership

Funds ownership: 91.78%91.72% (-0.06%)

Holders
279
Holders Change
+5
Holders Change %
+1.82%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
41
Increased
113
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
251
Rothschild Investment LLC
Illinois
$3.7K +$507 +5 +17%
SCM
252
Sterling Capital Management
North Carolina
$2.85K +$203 +2 +8%
VCM
253
Versant Capital Management
Arizona
$2.53K +$2.43K +24 New
HWM
254
Hemington Wealth Management
Virginia
$2K +$710 +7 +50%
LC
255
Lindbrook Capital
California
$1.9K
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$1.9K
SPIA
257
Steward Partners Investment Advisory
New York
$1.9K +$1.83K +18 New
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$1.79K
CWP
259
Concord Wealth Partners
Virginia
$1.37K
EWA
260
EverSource Wealth Advisors
Alabama
$1.37K +$1.32K +13 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$1.27K
IA
262
IFP Advisors
Florida
$1.27K +$1.22K +12 New
BCMLT
263
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.16K
PMAM
264
Picton Mahoney Asset Management
Ontario, Canada
$1K -$50.7K -500 -98%
CJ
265
Caitlin John
Michigan
$845
PWMG
266
Private Wealth Management Group
New Jersey
$740
AssetMark Inc
267
AssetMark Inc
California
$739 +$710 +7 New
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$634
PWMG
269
Prestige Wealth Management Group
New Jersey
$634
PFBT
270
Parkside Financial Bank & Trust
Missouri
$528
LFG
271
Larson Financial Group
Missouri
$422
CA
272
CoreCap Advisors
Michigan
$422 +$406 +4 New
AF
273
Allworth Financial
California
$324 -$406 -4 -57%
SIC
274
SJS Investment Consulting
Ohio
$317 -$101 -1 -25%
AWM
275
Abound Wealth Management
Tennessee
$212

PLMR Hedge Fund Activity: Q4 2024 in Review

279 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2024, worth a combined $2.57B — up 13% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PLMR positions and 34 closed out — a net gain of 7 holders — while 113 added to existing stakes and 87 trimmed.

The largest buyer was American Century Companies, adding an estimated $21.4M. The largest seller was Champlain Investment Partners, cutting an estimated $37.5M.

  • 279 institutional investors held Palomar (PLMR) as of Q4 2024, up from 274 in Q3 2024.
  • Funds reported $2.57B of Palomar stock for Q4 2024, up 13% quarter-over-quarter.
  • 41 funds opened new Palomar positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Palomar buyer in Q4 2024 was American Century Companies, an estimated $21.4M added.
  • The largest Palomar seller in Q4 2024 was Champlain Investment Partners, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2024.