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Palomar
PLMR

Overview Fund Activity

152 hedge funds and large institutions have $1.74B invested in Palomar in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-22
Holders Change %
-12.64%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
64
Reduced
57
Closed
35
Calls
$4.93M
Puts
$1.34M
Net Calls
+$3.59M
Net Calls Change
-$338K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$32.1M
2
SIMG
Stephens Investment Management Group
Texas
$58.2M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$89.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$149M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$66.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.35M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.47M
4
N
Natixis
France
$3.55M
5
AllianceBernstein
AllianceBernstein
Tennessee
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
26
Axa
France
$14.6M -$139K -1,840 -0.9%
Fidelity International
27
Fidelity International
Bermuda
$13.7M +$2.7M +35,785 +25%
B
28
BP
United Kingdom
$13.4M -$1.85M -24,496 -12%
SCA
29
Summit Creek Advisors
Minnesota
$12.8M +$3.53M +46,723 +38%
Morgan Stanley
30
Morgan Stanley
New York
$12.3M +$7.53M +99,726 +158%
Charles Schwab
31
Charles Schwab
California
$11.8M +$880K +11,659 +8%
Principal Financial Group
32
Principal Financial Group
Iowa
$11.6M -$3.56M -47,143 -23%
SAM
33
Silvercrest Asset Management
New York
$11.6M -$1.24M -16,371 -10%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$11.5M +$1.78M +23,589 +18%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$10.6M +$1.7M +22,519 +19%
GGHC
36
Gilder Gagnon Howe & Co
New York
$9.41M -$42.3K -561 -0.4%
ZCM
37
Ziegler Capital Management
Illinois
$9.36M -$6.22M -33,351 -40%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$8.62M – – –
Norges Bank
39
Norges Bank
Norway
$8.01M -$3.73M -49,421 -32%
AAMU
40
AEGON Asset Management (UK)
United Kingdom
$7.7M -$121K -1,602 -2%
Ameriprise
41
Ameriprise
Minnesota
$7.13M -$114K -1,508 -2%
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$6.92M -$13.2K -175 -0.2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$6.56M -$2.85M -37,746 -30%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$6.21M +$767K +10,159 +14%
Bank of America
45
Bank of America
North Carolina
$6.19M -$1.2M -15,948 -16%
JAM
46
Jupiter Asset Management
United Kingdom
$5.69M -$5.19M -68,782 -48%
SBH
47
Segall Bryant & Hamill
Illinois
$5.28M -$308K -4,084 -6%
JSP
48
Jackson Square Partners
California
$4.99M +$3.75M +49,664 +301%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$4.49M +$5.96K +79 +0.1%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$4.47M -$11.5M -152,166 -72%
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