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Palomar

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.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $1.02B → $1.25B (+$228M)

22% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 90.88%90.63% (-0.25%)

8% less funds holding

Funds holding: 192176 (-16)

36% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.59M

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

Holders
176
Holders Change
-16
Holders Change %
-8.33%
% of All Funds
2.8%
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
$1.59M
Net Calls
-$568K
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$10.4M +$137K +2,565 +1%
KCM
27
Kornitzer Capital Management
Kansas
$10.3M +$69.7K +1,300 +0.7%
Morgan Stanley
28
Morgan Stanley
New York
$9.71M +$98.4K +1,835 +1%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$9.42M -$9.91M -184,878 -52%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$9.07M -$1.15M -21,366 -12%
Principal Financial Group
31
Principal Financial Group
Iowa
$9.04M -$726K -13,552 -8%
PCM
32
Peregrine Capital Management
Minnesota
$8.81M +$257K +4,792 +3%
ZCM
33
Ziegler Capital Management
Illinois
$8.42M +$370K +6,905 +5%
SAM
34
Silvercrest Asset Management
New York
$6.92M +$36.2K +676 +0.5%
Axa
35
Axa
France
$6.06M -$2.32M -43,262 -28%
Ameriprise
36
Ameriprise
Minnesota
$5.76M +$400K +7,463 +8%
SBH
37
Segall Bryant & Hamill
Illinois
$5.43M +$65.6K +1,224 +1%
NC
38
NBW Capital
Massachusetts
$5.2M +$1.77M +33,053 +54%
N
39
Nuveen
North Carolina
$5.09M -$404K -7,535 -8%
Bank of America
40
Bank of America
North Carolina
$4.64M +$198K +3,703 +5%
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$4.12M +$300K +5,598 +8%
Legal & General Group
42
Legal & General Group
United Kingdom
$4.03M +$92.2K +1,720 +2%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.91M +$195K +3,641 +5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.41M -$1.55M -28,864 -32%
Invesco
45
Invesco
Georgia
$3.38M +$327K +6,101 +11%
SEI Investments
46
SEI Investments
Pennsylvania
$3.35M +$26.4K +493 +0.8%
B
47
Bellecapital
Switzerland
$3.33M -$13.8K -258 -0.4%
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.01M -$343K -6,400 -11%
ORI
49
Oak Ridge Investments
Illinois
$2.93M +$290K +5,403 +11%
JP Morgan Chase
50
JP Morgan Chase
New York
$2.81M +$1.03M +19,168 +60%

PLMR Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2023, worth a combined $1.25B — up 22% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PLMR and 17 opened new positions — a net loss of 15 holders — while 64 trimmed existing stakes and 78 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $13.7M. The largest seller was Millennium Management, cutting an estimated $10M.

  • 176 institutional investors held Palomar (PLMR) as of Q1 2023, down from 192 in Q4 2022.
  • Funds reported $1.25B of Palomar stock for Q1 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Palomar positions in Q1 2023 and 32 closed out, a net change of -15 holders.
  • The largest Palomar buyer in Q1 2023 was T. Rowe Price Associates, an estimated $13.7M added.
  • The largest Palomar seller in Q1 2023 was Millennium Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.