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Palomar

175 hedge funds and large institutions have $1.53B invested in Palomar in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $2.08M

2.81% less ownership

Funds ownership: 92.18%89.36% (-2.8%)

8% less funds holding

Funds holding: 190175 (-15)

27% less capital invested

Capital invested by funds: $2.09B → $1.53B (-$556M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
175
Holders Change
-15
Holders Change %
-7.89%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
53
Reduced
82
Closed
37
Calls
$6.01M
Puts
$2.08M
Net Calls
+$3.93M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$13.5M +$245K +2,732 +1%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$13.5M +$1.61M +18,000 +10%
AIM
28
Artemis Investment Management
United Kingdom
$13.2M -$5.26M -58,661 -23%
Axa
29
Axa
France
$13.1M +$922K +10,280 +6%
N
30
Natixis
France
$12.5M -$2.06M -23,000 -11%
SAM
31
Silvercrest Asset Management
New York
$11.4M -$4.48M -49,931 -23%
AllianceBernstein
32
AllianceBernstein
Tennessee
$11.1M -$42.8M -476,799 -74%
Norges Bank
33
Norges Bank
Norway
$10.4M -$3.78M -42,152 -21%
Fidelity International
34
Fidelity International
Bermuda
$9.74M -$5.49M -61,220 -30%
Charles Schwab
35
Charles Schwab
California
$9.71M +$389K +4,334 +3%
JAM
36
Jupiter Asset Management
United Kingdom
$9.67M -$19.2M -213,743 -60%
American Century Companies
37
American Century Companies
Missouri
$8.91M +$11.9M +132,887 New
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$8.63M +$201K +2,241 +2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$8.62M
GGHC
40
Gilder Gagnon Howe & Co
New York
$8.4M -$36.5K -407 -0.3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$8.36M -$3.55M -39,558 -24%
SCA
42
Summit Creek Advisors
Minnesota
$8.21M -$163K -1,813 -1%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$7.91M -$2M -22,282 -16%
Millennium Management
44
Millennium Management
New York
$7.29M +$5.18M +57,779 +113%
AAMU
45
AEGON Asset Management (UK)
United Kingdom
$6.96M -$10.4M -115,505 -53%
Bank of America
46
Bank of America
North Carolina
$6.57M +$1.19M +13,225 +16%
Ameriprise
47
Ameriprise
Minnesota
$6.43M +$361K +4,019 +4%
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$6.16M -$5.58M -62,140 -40%
ZCM
49
Ziegler Capital Management
Illinois
$5.6M +$103K +1,153 +1%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.16M -$9.34M -104,138 -58%

PLMR Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2021, worth a combined $1.53B — down 27% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PLMR and 24 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 53 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $92.1M. The largest seller was AllianceBernstein, cutting an estimated $42.8M.

  • 175 institutional investors held Palomar (PLMR) as of Q1 2021, down from 190 in Q4 2020.
  • Funds reported $1.53B of Palomar stock for Q1 2021, down 27% quarter-over-quarter.
  • 24 funds opened new Palomar positions in Q1 2021 and 37 closed out, a net change of -13 holders.
  • The largest Palomar buyer in Q1 2021 was Nordea Investment Management, an estimated $92.1M added.
  • The largest Palomar seller in Q1 2021 was AllianceBernstein, an estimated $42.8M sold.

Based on aggregated 13F filings for Q1 2021.