PLMR icon

Palomar
PLMR

Overview Fund Activity

186 hedge funds and large institutions have $1.93B invested in Palomar in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+15
Holders Change %
+8.77%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
73
Reduced
59
Closed
19
Calls
$2.11M
Puts
$2.09M
Net Calls
+$16K
Net Calls Change
-$331K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$66.9M
2
DCM
2
Driehaus Capital Management
Illinois
$45.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$17.1M
4
BlackRock
4
BlackRock
New York
$317M
5
RI
5
Redwood Investments
Massachusetts
$6.93M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$45.9M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$24.8M
4
KCM
4
Kornitzer Capital Management
Kansas
$15.2M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$15.8M +$2.22M +26,498 +16%
Axa
27
Axa
France
$15.7M -$4.43M -52,900 -22%
Charles Schwab
28
Charles Schwab
California
$15.3M +$1.01M +12,119 +7%
KCM
29
Kornitzer Capital Management
Kansas
$15.2M -$8.11M -96,890 -35%
ZCM
30
Ziegler Capital Management
Illinois
$15.1M -$314K -3,749 -2%
NCGI
31
Next Century Growth Investors
Minnesota
$14.6M +$5.14M +61,363 +54%
PCM
32
Peregrine Capital Management
Minnesota
$13.4M -$4.21M -50,329 -24%
Principal Financial Group
33
Principal Financial Group
Iowa
$13.1M +$535K +6,390 +4%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$11.9M +$2.44M +29,096 +26%
SAM
35
Silvercrest Asset Management
New York
$11.4M -$722K -8,626 -6%
Ameriprise
36
Ameriprise
Minnesota
$8.55M +$245K +2,928 +3%
Fidelity International
37
Fidelity International
Bermuda
$8.4M +$34.9K +417 +0.4%
SBH
38
Segall Bryant & Hamill
Illinois
$7.58M -$3.92M -46,860 -34%
Goldman Sachs
39
Goldman Sachs
New York
$7.51M -$3.69M -44,068 -33%
Citadel Advisors
40
Citadel Advisors
Florida
$6.97M -$5.17M -61,710 -43%
RI
41
Redwood Investments
Massachusetts
$6.93M +$6.93M +82,809 New
NC
42
NBW Capital
Massachusetts
$6.93M -$118K -1,405 -2%
Prudential Financial
43
Prudential Financial
New Jersey
$6.46M +$2.35M +28,053 +57%
Invesco
44
Invesco
Georgia
$6.4M +$2M +23,844 +45%
Bank of America
45
Bank of America
North Carolina
$6.27M -$495K -5,913 -7%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$6.1M -$372K -4,441 -6%
Legal & General Group
47
Legal & General Group
United Kingdom
$5.95M +$146K +1,742 +3%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$5.54M +$382K +4,568 +7%
B
49
Bellecapital
Switzerland
$5.25M -$26K -310 -0.5%
SEI Investments
50
SEI Investments
Pennsylvania
$5.09M +$3.12M +37,282 +158%
1
2
3 4 5