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Palomar

185 hedge funds and large institutions have $1.98B invested in Palomar in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

838% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 8

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

112% more call options, than puts

Call options by funds: $5.74M | Put options by funds: $2.7M

75% more capital invested

Capital invested by funds: $1.13B → $1.98B (+$847M)

57% more funds holding

Funds holding: 118185 (+67)

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

11.18% more ownership

Funds ownership: 80.1%91.28% (+11%)

Holders
185
Holders Change
+67
Holders Change %
+56.78%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
75
Increased
62
Reduced
42
Closed
8
Calls
$5.74M
Puts
$2.7M
Net Calls
+$3.04M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.1M +$961K +14,487 +6%
JP Morgan Chase
27
JP Morgan Chase
New York
$21.9M +$16.2M +243,702 +2,144%
AAMU
28
AEGON Asset Management (UK)
United Kingdom
$19.5M +$15.1M +227,263 New
American Century Companies
29
American Century Companies
Missouri
$19.4M -$6.27M -94,502 -29%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$19.3M -$5.6M -84,352 -27%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$17.2M +$46.4K +700 +0.4%
Millennium Management
32
Millennium Management
New York
$17.1M +$5.82M +87,743 +78%
RI
33
Redwood Investments
Massachusetts
$15.8M +$20.3K +306 +0.2%
PI
34
Putnam Investments
Massachusetts
$15.6M -$1.64M -24,681 -12%
GCM
35
Geneva Capital Management
Wisconsin
$15.1M +$11.6M +175,583 New
Allianz Asset Management
36
Allianz Asset Management
Germany
$14.5M -$2.87M -43,266 -20%
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$13.6M +$294K +4,435 +3%
KCM
38
Kornitzer Capital Management
Kansas
$13.4M -$90.2K -1,360 -0.9%
GGHC
39
Gilder Gagnon Howe & Co
New York
$12.6M -$3.86M -58,233 -28%
Principal Financial Group
40
Principal Financial Group
Iowa
$11.6M +$8.98M +135,432 New
AIM
41
Artemis Investment Management
United Kingdom
$11.4M +$8.79M +132,542 New
Charles Schwab
42
Charles Schwab
California
$10.4M +$514K +7,751 +7%
N
43
Nuveen
North Carolina
$9.62M -$2.37M -35,753 -24%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$9.42M -$5.35M -80,626 -42%
LCG
45
Lisanti Capital Growth
New York
$9.26M +$3.02M +45,580 +73%
Federated Hermes
46
Federated Hermes
Pennsylvania
$8.9M +$3.37M +50,737 +96%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$8.62M
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$8.33M +$6.45M +97,163 New
MWNA
49
Marshall Wace North America
New York
$8M -$6.53M -98,443 -51%
Calamos Advisors
50
Calamos Advisors
Illinois
$7.88M +$943K +14,215 +18%

PLMR Hedge Fund Activity: Q2 2020 in Review

185 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2020, worth a combined $1.98B — up 75% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PLMR positions and 8 closed out — a net gain of 67 holders — while 62 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $67.6M. The largest seller was Driehaus Capital Management, cutting an estimated $8.86M.

  • 185 institutional investors held Palomar (PLMR) as of Q2 2020, up from 118 in Q1 2020.
  • Funds reported $1.98B of Palomar stock for Q2 2020, up 75% quarter-over-quarter.
  • 75 funds opened new Palomar positions in Q2 2020 and 8 closed out, a net change of +67 holders.
  • The largest Palomar buyer in Q2 2020 was BlackRock, an estimated $67.6M added.
  • The largest Palomar seller in Q2 2020 was Driehaus Capital Management, an estimated $8.86M sold.

Based on aggregated 13F filings for Q2 2020.