Palomar
PLMR
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.
34% more capital invested
Capital invested by funds: $512M → $685M (+$173M)
27% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 33
2.49% more ownership
Funds ownership: 55.09% → 57.58% (+2.5%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding
Funds holding: 98 → 98 (0)
64% less call options, than puts
Call options by funds: $304K | Put options by funds: $834K
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$25.8M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$12.3M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$11.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.89M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
+$7.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$11.9M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$9.91M |
| 3 |
ClearBridge Investments
New York
|
-$9.6M |
| 4 |
ZP
Zimmer Partners
New York
|
-$9.38M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.71M |
PLMR Hedge Fund Activity: Q4 2019 in Review
98 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2019, worth a combined $685M — up 34% from $512M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PLMR positions and 18 closed out — a net gain of 1 holder — while 42 added to existing stakes and 33 trimmed.
The largest buyer was BlackRock, adding an estimated $25.8M. The largest seller was Nuveen, cutting an estimated $11.9M.
- 98 institutional investors held Palomar (PLMR) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $685M of Palomar stock for Q4 2019, up 34% quarter-over-quarter.
- 19 funds opened new Palomar positions in Q4 2019 and 18 closed out, a net change of +1 holder.
- The largest Palomar buyer in Q4 2019 was BlackRock, an estimated $25.8M added.
- The largest Palomar seller in Q4 2019 was Nuveen, an estimated $11.9M sold.
Based on aggregated 13F filings for Q4 2019.