Palomar
PLMR
PLMR
333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
20% more funds holding
Funds holding: 278 → 333 (+55)
3% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 114
1.16% less ownership
Funds ownership: 91.66% → 90.51% (-1.2%)
Holders
333
Holding in Top 10
9
Calls
$5.69M
Puts
$2.51M
Top Buyers
| 1 | +$15.1M | |
| 2 | +$13.3M | |
| 3 | +$12.9M | |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$12.8M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$10.6M |
Top Sellers
| 1 | -$29.8M | |
| 2 | -$20.7M | |
| 3 | -$15.6M | |
| 4 |
JPMorgan Chase & Co
New York
|
-$12.6M |
| 5 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
-$12.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
351
Venturi Wealth Management
Austin,
Texas
| – |
|
|||
|
LFA
352
LGT Financial Advisors
Dallas,
Texas
| – |
|
|||
|
CWP
353
Concord Wealth Partners
Abingdon,
Virginia
| – |
|
|||
|
CJ
354
Caitlin John
Brighton,
Michigan
| – |
|
|||
355
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – |
|