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Palomar
PLMR

Overview Fund Activity

381 hedge funds and large institutions have $3.75B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
88
Increased
139
Reduced
123
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M

Top Buyers

1
Invesco
Invesco
Georgia
$123M
2
AllianceBernstein
AllianceBernstein
Tennessee
$76.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$38.6M
4
A
AustralianSuper
Australia
$37.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$51.3M
2
AIM
Artemis Investment Management
United Kingdom
$49.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$62.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
FGP
Freestone Grove Partners
California
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
376
Tortoise Investment Management
New York
$309 +$309 +2 New
HIA
377
HFM Investment Advisors
New Jersey
$308 +$154 +1 +100%
BHWM
378
Bay Harbor Wealth Management
Maryland
$308 +$308 +2 New
TFM
379
TFC Financial Management
Massachusetts
$155 – – –
PWM
380
Parkworth Wealth Management
California
$154 – – –
Point72 Asset Management
381
Point72 Asset Management
Connecticut
– -$22.1M -160,976 Closed
Balyasny Asset Management
382
Balyasny Asset Management
Illinois
– -$8.8M -64,162 Closed
LCG
383
Lisanti Capital Growth
New York
– -$7.93M -57,870 Closed
LIP
384
Lighthouse Investment Partners
Florida
– -$2.29M -16,708 Closed
SSA
385
Schonfeld Strategic Advisors
New York
– -$1.88M -13,709 Closed
CF
386
Corebridge Financial
Texas
– -$1.86M -13,591 Closed
N
387
Numerai
California
– -$1.34M -9,739 Closed
PCM
388
Penserra Capital Management
California
– -$1.33M -9,683 Closed
CAS
389
Coppell Advisory Solutions
Texas
– -$1.64M -8,787 Closed
SWM
390
Spire Wealth Management
Virginia
– -$916K -6,682 Closed
GCM
391
Graham Capital Management
Connecticut
– -$836K -6,101 Closed
KCM
392
Kennedy Capital Management
Missouri
– -$793K -5,787 Closed
FRM
393
Fox Run Management
Connecticut
– -$666K -4,862 Closed
DFCM
394
Dark Forest Capital Management
Puerto Rico
– -$447K -3,260 Closed
Lido Advisors
395
Lido Advisors
California
– -$394K -2,876 Closed
HWM
396
Hohimer Wealth Management
Washington
– -$359K -2,617 Closed
JFG
397
Jefferies Financial Group
New York
– -$350K -2,555 Closed
TC
398
TownSquare Capital
Utah
– -$350K -2,555 Closed
PAS
399
Point72 Asia (Singapore)
Singapore
– -$275K -2,009 Closed
IC
400
IEQ Capital
California
– -$243K -1,772 Closed
13 14 15
16
17