PLMR icon

Palomar
PLMR

Overview Fund Activity

171 hedge funds and large institutions have $1.41B invested in Palomar in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
71
Reduced
67
Closed
18
Calls
$1.25M
Puts
$904K
Net Calls
+$347K
Net Calls Change
-$812K

Top Buyers

1
DCM
1
Driehaus Capital Management
Illinois
$16.2M
2
NCGI
2
Next Century Growth Investors
Minnesota
$7.27M
3
CIP
3
Champlain Investment Partners
Vermont
$58M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.5M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$62M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.25M
2
N
2
Natixis
France
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$19.8M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$3.18M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$12M +$588K +9,123 +5%
ZCM
27
Ziegler Capital Management
Illinois
$11.9M +$1.79M +27,810 +18%
Charles Schwab
28
Charles Schwab
California
$11M -$388K -6,022 -3%
Morgan Stanley
29
Morgan Stanley
New York
$10.5M +$4.59M +71,312 +78%
Principal Financial Group
30
Principal Financial Group
Iowa
$9.67M -$881K -13,683 -8%
SAM
31
Silvercrest Asset Management
New York
$9.35M -$95K -1,475 -1%
Citadel Advisors
32
Citadel Advisors
Florida
$9.33M -$1.77M -27,537 -16%
SBH
33
Segall Bryant & Hamill
Illinois
$8.85M +$2.63M +40,881 +42%
Goldman Sachs
34
Goldman Sachs
New York
$8.61M +$2.94M +45,668 +52%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$7.27M +$2.58M +40,096 +55%
NCGI
36
Next Century Growth Investors
Minnesota
$7.27M +$7.27M +112,842 New
Fidelity International
37
Fidelity International
Bermuda
$6.43M +$93.9K +1,458 +1%
Ameriprise
38
Ameriprise
Minnesota
$6.39M -$48.8K -757 -0.8%
NC
39
NBW Capital
Massachusetts
$5.42M +$1.1M +17,003 +25%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$5.3M -$751K -11,668 -12%
Bank of America
41
Bank of America
North Carolina
$5.21M -$1.29M -19,960 -20%
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$4.98M +$3.22K +50 +0.1%
Legal & General Group
43
Legal & General Group
United Kingdom
$4.47M -$10.9K -169 -0.2%
Millennium Management
44
Millennium Management
New York
$4.25M -$9.81M -152,366 -70%
B
45
Bellecapital
Switzerland
$4.06M +$4.12K +64 +0.1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$3.97M +$169K +2,626 +4%
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.86M +$180K +2,800 +5%
GGHC
48
Gilder Gagnon Howe & Co
New York
$3.43M -$878K -13,638 -20%
Invesco
49
Invesco
Georgia
$3.38M +$222K +3,441 +7%
ACA
50
Atlas Capital Advisors
Wyoming
$3.3M – – –
1
2
3 4 5