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Palomar
PLMR

Overview Fund Activity

176 hedge funds and large institutions have $1.25B invested in Palomar in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 32 closing their positions.

Holders
176
Holders Change
-16
Holders Change %
-8.33%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
78
Reduced
64
Closed
32
Calls
$1.03M
Puts
$1.6M
Net Calls
-$568K
Net Calls Change
-$1.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$41.3M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$14M
3
SIMG
3
Stephens Investment Management Group
Texas
$47.2M
4
CIP
4
Champlain Investment Partners
Vermont
$54.8M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$57.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$996K
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$9.42M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
EA
4
Emerald Advisers
Pennsylvania
$23.7M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$3.81K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$10.4M 188,260 +2,565 +1%
KCM
27
Kornitzer Capital Management
Kansas
$10.3M 186,463 +1,300 +0.7%
Morgan Stanley
28
Morgan Stanley
New York
$9.71M 175,911 +1,835 +1%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$9.42M 170,701 -184,878 -52%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$9.07M 164,257 -21,366 -12%
Principal Financial Group
31
Principal Financial Group
Iowa
$9.04M 163,851 -13,552 -8%
PCM
32
Peregrine Capital Management
Minnesota
$8.81M 159,626 +4,792 +3%
ZCM
33
Ziegler Capital Management
Illinois
$8.42M 152,493 +6,905 +5%
SAM
34
Silvercrest Asset Management
New York
$6.92M 125,382 +676 +0.5%
Axa
35
Axa
France
$6.06M 109,738 -43,262 -28%
Ameriprise
36
Ameriprise
Minnesota
$5.76M 104,429 +7,463 +8%
SBH
37
Segall Bryant & Hamill
Illinois
$5.43M 98,452 +1,224 +1%
NC
38
NBW Capital
Massachusetts
$5.2M 94,128 +33,053 +54%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$5.09M 92,151 -7,535 -8%
Bank of America
40
Bank of America
North Carolina
$4.64M 84,090 +3,703 +5%
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$4.12M 74,651 +5,598 +8%
Legal & General Group
42
Legal & General Group
United Kingdom
$4.03M 72,923 +1,720 +2%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.91M 70,852 +3,641 +5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.41M 61,832 -28,864 -32%
Invesco
45
Invesco
Georgia
$3.38M 61,224 +6,101 +11%
SEI Investments
46
SEI Investments
Pennsylvania
$3.35M 60,706 +493 +0.8%
B
47
Bellecapital
Switzerland
$3.33M 60,280 -258 -0.4%
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.01M 54,500 -6,400 -11%
ORI
49
Oak Ridge Investments
Illinois
$2.93M 53,074 +5,403 +11%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$2.81M 50,942 +19,168 +60%
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