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Palomar

160 hedge funds and large institutions have $1.83B invested in Palomar in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $3.36M | Put options by funds: $1.2M

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

60% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 45

6% more funds holding

Funds holding: 151160 (+9)

6% more capital invested

Capital invested by funds: $1.74B → $1.83B (+$99.4M)

0.32% less ownership

Funds ownership: 89.64%89.33% (-0.32%)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
72
Reduced
45
Closed
9
Calls
$3.36M
Puts
$1.2M
Net Calls
+$2.16M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Summit Creek Advisors
Minnesota
$14.9M +$1.2M +14,513 +9%
Norges Bank
27
Norges Bank
Norway
$14.3M +$5.84M +70,753 +67%
American Century Companies
28
American Century Companies
Missouri
$14.2M -$2.65M -32,145 -15%
Principal Financial Group
29
Principal Financial Group
Iowa
$13.7M +$1.25M +15,141 +10%
Charles Schwab
30
Charles Schwab
California
$13.7M +$1.03M +12,502 +8%
ZCM
31
Ziegler Capital Management
Illinois
$12.5M +$8.61M +104,297 +208%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$12.4M +$72.3K +875 +0.6%
SAM
33
Silvercrest Asset Management
New York
$11.8M -$692K -8,383 -5%
Fidelity International
34
Fidelity International
Bermuda
$10.5M -$4.21M -51,038 -28%
GGHC
35
Gilder Gagnon Howe & Co
New York
$10M -$37.1K -449 -0.4%
AAMU
36
AEGON Asset Management (UK)
United Kingdom
$8.25M -$2.56K -31 -0%
Ameriprise
37
Ameriprise
Minnesota
$8.14M +$515K +6,232 +7%
Bank of America
38
Bank of America
North Carolina
$7.72M +$1.1M +13,365 +16%
N
39
Natixis
France
$7.37M +$3.65M +44,187 +94%
N
40
Nuveen
North Carolina
$6.99M -$126K -1,525 -2%
HRCM
41
Hood River Capital Management
Florida
$6.92M -$19.8M -239,843 -74%
Morgan Stanley
42
Morgan Stanley
New York
$6.69M -$6.62M -80,164 -49%
SBH
43
Segall Bryant & Hamill
Illinois
$5.82M +$163K +1,970 +3%
NC
44
NBW Capital
Massachusetts
$5.58M +$1.92M +23,196 +51%
Legal & General Group
45
Legal & General Group
United Kingdom
$5.24M +$909K +11,011 +20%
Man Group
46
Man Group
United Kingdom
$4.72M -$29.2K -354 -0.6%
Luther King Capital Management (LKCM)
47
Luther King Capital Management (LKCM)
Texas
$4.43M -$3.05M -36,900 -40%
ORI
48
Oak Ridge Investments
Illinois
$4.4M -$131K -1,583 -3%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$4.39M -$430K -5,209 -9%
Swiss National Bank
50
Swiss National Bank
Switzerland
$4.34M +$16.5K +200 +0.4%

PLMR Hedge Fund Activity: Q3 2021 in Review

160 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2021, worth a combined $1.83B — up 5.7% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PLMR positions and 9 closed out — a net gain of 11 holders — while 72 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $12.2M. The largest seller was Hood River Capital Management, cutting an estimated $19.8M.

  • 160 institutional investors held Palomar (PLMR) as of Q3 2021, up from 151 in Q2 2021.
  • Funds reported $1.83B of Palomar stock for Q3 2021, up 5.7% quarter-over-quarter.
  • 20 funds opened new Palomar positions in Q3 2021 and 9 closed out, a net change of +11 holders.
  • The largest Palomar buyer in Q3 2021 was BlackRock, an estimated $12.2M added.
  • The largest Palomar seller in Q3 2021 was Hood River Capital Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2021.