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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 %
SCM
251
Sterling Capital Management
North Carolina
$2.85K +$211 +2 +8%
VCM
252
Versant Capital Management
Arizona
$2.53K +$2.53K +24 New
HWM
253
Hemington Wealth Management
Virginia
$2K +$667 +7 +50%
LC
254
Lindbrook Capital
California
$1.9K – – –
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$1.9K – – –
SPIA
256
Steward Partners Investment Advisory
New York
$1.9K +$1.9K +18 New
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$1.8K – – –
CWP
258
Concord Wealth Partners
Virginia
$1.37K – – –
EWA
259
EverSource Wealth Advisors
Alabama
$1.37K +$1.37K +13 New
JWA
260
JFS Wealth Advisors
Pennsylvania
$1.27K – – –
IA
261
IFP Advisors
Florida
$1.27K +$1.27K +12 New
BCMLT
262
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.16K – – –
PMAM
263
Picton Mahoney Asset Management
Ontario, Canada
$1K -$41.7K -500 -98%
CJ
264
Caitlin John
Michigan
$845 – – –
PWMG
265
Private Wealth Management Group
New Jersey
$740 – – –
AssetMark Inc
266
AssetMark Inc
California
$739 +$739 +7 New
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$634 – – –
PWMG
268
Prestige Wealth Management Group
New Jersey
$634 – – –
PFBT
269
Parkside Financial Bank & Trust
Missouri
$528 – – –
LFG
270
Larson Financial Group
Missouri
$422 – – –
CA
271
CoreCap Advisors
Michigan
$422 +$422 +4 New
AF
272
Allworth Financial
California
$324 -$432 -4 -57%
SIC
273
SJS Investment Consulting
Ohio
$317 -$106 -1 -25%
AWM
274
Abound Wealth Management
Tennessee
$212 – – –
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$211 – – –
9 10
11
12 13