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Palomar
PLMR

Overview Fund Activity

192 hedge funds and large institutions have $1.02B invested in Palomar in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
73
Reduced
70
Closed
27
Calls
$926K
Puts
$95K
Net Calls
+$831K
Net Calls Change
+$815K

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$16.1M
2
ACA
2
Atlas Capital Advisors
Wyoming
$16.5M
3
Millennium Management
3
Millennium Management
New York
$9.26M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$54.2M
5
RI
5
Redwood Investments
Massachusetts
$8.44M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$4.1M
3
NCGI
3
Next Century Growth Investors
Minnesota
$0
4
SIMG
4
Stephens Investment Management Group
Texas
$32.9M
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$8.39M +$123K +2,716 +1%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$8.38M -$2.01M -44,473 -19%
KCM
28
Kornitzer Capital Management
Kansas
$8.36M +$153K +3,390 +2%
Principal Financial Group
29
Principal Financial Group
Iowa
$8.01M +$942K +20,870 +13%
Morgan Stanley
30
Morgan Stanley
New York
$7.86M -$678K -15,010 -8%
Goldman Sachs
31
Goldman Sachs
New York
$7.42M +$3.37M +74,589 +83%
PCM
32
Peregrine Capital Management
Minnesota
$6.99M -$215K -4,758 -3%
Axa
33
Axa
France
$6.91M -$1.54M -34,100 -18%
ZCM
34
Ziegler Capital Management
Illinois
$6.58M -$1.59M -35,227 -19%
SAM
35
Silvercrest Asset Management
New York
$5.63M -$533K -11,801 -9%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$4.5M -$1.91M -42,363 -30%
SBH
37
Segall Bryant & Hamill
Illinois
$4.39M +$304K +6,738 +7%
Ameriprise
38
Ameriprise
Minnesota
$4.38M -$233K -5,151 -5%
Marshall Wace
39
Marshall Wace
United Kingdom
$4.28M +$2.74M +60,635 +178%
AllianceBernstein
40
AllianceBernstein
Tennessee
$4.1M -$32M -708,673 -89%
CSS
41
Cubist Systematic Strategies
Connecticut
$4.01M +$3.49M +77,215 +671%
Bank of America
42
Bank of America
North Carolina
$3.63M +$247K +5,471 +7%
PFM
43
Premier Fund Managers
United Kingdom
$3.45M +$3.21M +72,197 +1,313%
Legal & General Group
44
Legal & General Group
United Kingdom
$3.22M +$4.38K +97 +0.1%
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$3.12M -$171K -3,796 -5%
Two Sigma Investments
46
Two Sigma Investments
New York
$3.04M +$1.13M +24,928 +59%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.04M +$47.3K +1,048 +2%
NC
48
NBW Capital
Massachusetts
$2.76M -$980K -21,711 -26%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.75M +$45.2K +1,000 +2%
B
50
Bellecapital
Switzerland
$2.73M -$99.1K -2,194 -3%
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