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Palomar

160 hedge funds and large institutions have $1.44B invested in Palomar in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 160160 (0)

0.67% less ownership

Funds ownership: 89.33%88.65% (-0.67%)

21% less capital invested

Capital invested by funds: $1.83B → $1.44B (-$391M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
160
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
64
Reduced
55
Closed
21
Calls
$1.17M
Puts
Net Calls
+$1.17M
Net Calls Change
-$985K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$11.5M
Millennium Management
27
Millennium Management
New York
$11.4M +$13.7M +175,797 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$11.1M +$1.45M +18,588 +12%
Charles Schwab
29
Charles Schwab
California
$11.1M +$164K +2,105 +1%
Principal Financial Group
30
Principal Financial Group
Iowa
$10.7M -$360K -4,633 -3%
SAM
31
Silvercrest Asset Management
New York
$9.61M +$222K +2,854 +2%
Fidelity International
32
Fidelity International
Bermuda
$8.42M
ZCM
33
Ziegler Capital Management
Illinois
$7.9M -$2.53M -32,580 -21%
Bank of America
34
Bank of America
North Carolina
$7.12M +$1.13M +14,466 +15%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$6.97M +$8.37M +107,664 New
AAMU
36
AEGON Asset Management (UK)
United Kingdom
$6.61M
Morgan Stanley
37
Morgan Stanley
New York
$6.56M +$1.44M +18,516 +22%
Ameriprise
38
Ameriprise
Minnesota
$6.47M -$64.3K -826 -0.8%
SBH
39
Segall Bryant & Hamill
Illinois
$6.23M +$1.89M +24,243 +34%
N
40
Natixis
France
$5.44M -$559K -7,187 -8%
N
41
Nuveen
North Carolina
$4.62M -$520K -6,684 -8%
Legal & General Group
42
Legal & General Group
United Kingdom
$4.55M +$419K +5,383 +8%
GGHC
43
Gilder Gagnon Howe & Co
New York
$4.4M -$4.38M -56,338 -45%
NC
44
NBW Capital
Massachusetts
$4.38M -$104K -1,340 -2%
Renaissance Technologies
45
Renaissance Technologies
New York
$4.36M +$5.24M +67,341 New
Citadel Advisors
46
Citadel Advisors
Florida
$4.23M +$2.73M +35,038 +116%
Luther King Capital Management (LKCM)
47
Luther King Capital Management (LKCM)
Texas
$3.74M +$222K +2,860 +5%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$3.56M +$55.1K +709 +1%
Man Group
49
Man Group
United Kingdom
$3.54M -$287K -3,687 -6%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.44M -$46.7K -600 -1%

PLMR Hedge Fund Activity: Q4 2021 in Review

160 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2021, worth a combined $1.44B — down 21% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PLMR positions and 21 closed out — a net gain of 1 holder — while 64 added to existing stakes and 55 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $19.1M. The largest seller was Fidelity Investments, cutting an estimated $35.6M.

  • 160 institutional investors held Palomar (PLMR) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $1.44B of Palomar stock for Q4 2021, down 21% quarter-over-quarter.
  • 22 funds opened new Palomar positions in Q4 2021 and 21 closed out, a net change of +1 holder.
  • The largest Palomar buyer in Q4 2021 was Point72 Asset Management, an estimated $19.1M added.
  • The largest Palomar seller in Q4 2021 was Fidelity Investments, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2021.