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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 %
TFM
276
TFC Financial Management
Massachusetts
$106 – – –
GFPC
277
Global Financial Private Client
Florida
$106 +$106 +1 New
PWM
278
Parkworth Wealth Management
California
$106 +$106 +1 New
SFM
279
Soros Fund Management
New York
– -$9.47M -100,000 Closed
IAIM
280
International Assets Investment Management
Florida
– -$609 -57,654 Closed
Jane Street
281
Jane Street
New York
– -$2.48M -26,207 Closed
SGM
282
Seven Grand Managers
New York
– -$2.37M -25,000 Closed
Renaissance Technologies
283
Renaissance Technologies
New York
– -$1.94M -20,500 Closed
JCIA
284
Jackson Creek Investment Advisors
Colorado
– -$1.73M -18,250 Closed
BHCM
285
Brevan Howard Capital Management
Jersey
– -$675K -7,128 Closed
DTL
286
Dynamic Technology Lab
Singapore
– -$543K -5,735 Closed
DM
287
Deerfield Management
New York
– -$501K -5,292 Closed
Connor, Clark & Lunn Investment Management (CC&L)
288
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$371K -3,917 Closed
AAS
289
Ameritas Advisory Services
Nebraska
– -$365K -3,854 Closed
ECM
290
Everence Capital Management
Indiana
– -$364K -3,850 Closed
IP
291
Interval Partners
New York
– -$315K -3,331 Closed
DFCM
292
Dark Forest Capital Management
Puerto Rico
– -$309K -3,267 Closed
PTC
293
Petrus Trust Company
Texas
– -$273K -2,880 Closed
SG Americas Securities
294
SG Americas Securities
New York
– -$265K -2,798 Closed
EGM
295
Engineers Gate Manager
New York
– -$262K -2,769 Closed
CWP
296
Cyndeo Wealth Partners
Florida
– -$254K -2,684 Closed
BBA
297
Baader Bank Aktiengesellschaft
Germany
– -$227K -2,400 Closed
MNBTD
298
Moody National Bank Trust Division
Texas
– -$222K -2,350 Closed
OSAM
299
O'Shaughnessy Asset Management
Connecticut
– -$228K -2,333 Closed
CC
300
Corton Capital
Ontario, Canada
– -$213K -2,249 Closed
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