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Palomar

98 hedge funds and large institutions have $685M invested in Palomar in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
42
Reduced
33
Closed
18
Calls
$304K
Puts
$834K
Net Calls
-$530K
Net Calls Change
-$530K
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$7.6M +$3.69M +73,167 +94%
Luther King Capital Management (LKCM)
27
Luther King Capital Management (LKCM)
Texas
$7.35M -$5.05K -100 -0.1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$6.73M -$5.9M -116,921 -47%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$6.31M
KCM
30
Kornitzer Capital Management
Kansas
$6.21M -$1.33M -26,408 -18%
HRCM
31
Hood River Capital Management
Florida
$5.76M -$553K -10,946 -9%
Ameriprise
32
Ameriprise
Minnesota
$5.53M -$7.23M -143,131 -57%
AI
33
Axiom Investors
Connecticut
$5.35M -$1.11M -21,945 -17%
BPIM
34
Brant Point Investment Management
New York
$5.12M -$1.43M -28,308 -22%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$5.11M -$12.8M -253,016 -71%
William Blair & Company
36
William Blair & Company
Illinois
$5.07M +$757K +14,998 +18%
GGHC
37
Gilder Gagnon Howe & Co
New York
$4.94M -$63.3K -1,254 -1%
PAM
38
Panagora Asset Management
Massachusetts
$4.85M -$38.1K -755 -0.8%
LCP
39
LGT Capital Partners
Switzerland
$4.44M -$30.3K -601 -0.7%
NC
40
NBW Capital
Massachusetts
$4.17M -$132K -2,611 -3%
Charles Schwab
41
Charles Schwab
California
$3.9M +$2.17M +42,977 +126%
EI
42
EAM Investors
California
$3.43M -$829K -16,421 -19%
Federated Hermes
43
Federated Hermes
Pennsylvania
$3.22M +$2.96M +58,654 +1,151%
Morgan Stanley
44
Morgan Stanley
New York
$3.15M +$2.71M +53,679 +614%
Millennium Management
45
Millennium Management
New York
$2.38M -$4.38M -86,660 -65%
Invesco
46
Invesco
Georgia
$2.35M +$876K +17,348 +60%
Macquarie Group
47
Macquarie Group
Australia
$2.32M +$76.8K +1,522 +3%
EGI
48
EAM Global Investors
California
$2.32M -$753K -14,926 -25%
Deutsche Bank
49
Deutsche Bank
Germany
$2.2M +$2.1M +41,569 +2,014%
Bank of America
50
Bank of America
North Carolina
$2.1M -$682K -13,500 -25%