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Palomar
PLMR

Overview Fund Activity

177 hedge funds and large institutions have $1.41B invested in Palomar in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+17
Holders Change %
+10.63%
% 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
32
Increased
77
Reduced
51
Closed
15
Calls
$2.58M
Puts
$1.42M
Net Calls
+$1.16M
Net Calls Change
-$13K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$102M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$28.1M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
$68.5M
4
Citadel Advisors
Citadel Advisors
Florida
$11M
5
SIMG
Stephens Investment Management Group
Texas
$56.3M

Top Sellers

1
Amundi
Amundi
France
$635K
2
Bank of New York Mellon
Bank of New York Mellon
New York
$16.8M
3
Federated Hermes
Federated Hermes
Pennsylvania
$20.1M
4
AAMU
AEGON Asset Management (UK)
United Kingdom
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$11.3M – – –
Charles Schwab
27
Charles Schwab
California
$11.3M +$374K +5,848 +3%
Citadel Advisors
28
Citadel Advisors
Florida
$11M +$6.85M +107,102 +164%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$10.9M -$2.95M -46,093 -21%
Principal Financial Group
30
Principal Financial Group
Iowa
$10.5M -$64.1K -1,002 -0.6%
ZCM
31
Ziegler Capital Management
Illinois
$10M +$2.23M +34,840 +29%
SAM
32
Silvercrest Asset Management
New York
$9.38M -$109K -1,706 -1%
N
33
Natixis
France
$9.05M +$3.67M +57,361 +68%
Bank of America
34
Bank of America
North Carolina
$6.45M -$584K -9,129 -8%
Ameriprise
35
Ameriprise
Minnesota
$6.4M +$2.88K +45 +0%
Fidelity International
36
Fidelity International
Bermuda
$6.3M -$2.02M -31,572 -24%
SBH
37
Segall Bryant & Hamill
Illinois
$6.17M +$14.6K +228 +0.2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$6.02M -$875K -13,668 -13%
Morgan Stanley
39
Morgan Stanley
New York
$5.84M -$643K -10,046 -10%
Goldman Sachs
40
Goldman Sachs
New York
$5.63M +$4.3M +67,213 +323%
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$4.94M +$1.25M +19,520 +34%
PPA
42
Parametric Portfolio Associates
Washington
$4.83M +$2.85M +44,550 +144%
Legal & General Group
43
Legal & General Group
United Kingdom
$4.45M -$43.8K -684 -1%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$4.4M -$75.9K -1,256 -2%
NC
45
NBW Capital
Massachusetts
$4.3M -$31.2K -487 -0.7%
GGHC
46
Gilder Gagnon Howe & Co
New York
$4.28M -$63.9K -998 -1%
B
47
Bellecapital
Switzerland
$4.03M +$1.15M +17,959 +40%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$3.77M +$256K +3,997 +7%
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.65M +$256K +4,000 +8%
ACA
50
Atlas Capital Advisors
Wyoming
$3.28M – – –
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