PLMR icon

Palomar
PLMR

Overview Fund Activity

189 hedge funds and large institutions have $2.09B invested in Palomar in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-7
Holders Change %
-3.57%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
75
Reduced
61
Closed
42
Calls
$14.4M
Puts
$13.8M
Net Calls
+$569K
Net Calls Change
-$2.67M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$51.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$42.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$42M
4
SDJVC
St. Denis J. Villere & Co
Louisiana
+$32.2M
5
N
Natixis
France
+$18.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.4M
3
NCGI
Next Century Growth Investors
Minnesota
-$27.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.3M
5
DCM
Driehaus Capital Management
Illinois
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
BP
United Kingdom
$22.7M +$14.7M +165,253 +182%
SAM
27
Silvercrest Asset Management
New York
$19.6M +$310K +3,484 +2%
AAMU
28
AEGON Asset Management (UK)
United Kingdom
$19.5M -$205K -2,306 -1%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$18.7M +$3.4M +38,287 +22%
N
30
Natixis
France
$18.7M +$18.7M +210,000 New
Fidelity International
31
Fidelity International
Bermuda
$18.3M +$18.3M +206,473 New
Principal Financial Group
32
Principal Financial Group
Iowa
$17.7M +$3.63M +40,826 +26%
Norges Bank
33
Norges Bank
Norway
$17.6M -$2.79M -31,367 -14%
CTA
34
Carillon Tower Advisers
Florida
$16.6M +$1.18M +13,238 +8%
DCM
35
Driehaus Capital Management
Illinois
$16.5M -$19.8M -223,323 -55%
RA
36
Royce & Associates
New York
$16.5M +$4.36M +49,100 +36%
Axa
37
Axa
France
$16.5M +$8.51M +95,750 +107%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$16.3M -$995K -11,200 -6%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M -$1.21M -13,659 -7%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$14.6M +$6.47M +72,808 +80%
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$13.7M -$104K -1,170 -0.8%
TIM
42
Thornburg Investment Management
New Mexico
$13.1M +$13.1M +147,242 New
Charles Schwab
43
Charles Schwab
California
$12.5M +$195K +2,193 +2%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$12.5M +$8.38M +94,337 +205%
KCM
45
Kornitzer Capital Management
Kansas
$11.5M -$139K -1,570 -1%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$11.2M +$3.6M +40,544 +47%
GGHC
47
Gilder Gagnon Howe & Co
New York
$11.2M -$1.64M -18,409 -13%
SCA
48
Summit Creek Advisors
Minnesota
$11M +$7.94M +89,430 +256%
WRF
49
Waddell & Reed Financial
Kansas
$10.6M +$10.6M +118,989 New
PI
50
Putnam Investments
Massachusetts
$9.39M -$5.25M -59,061 -36%
1
2
3 4 5