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Palomar

176 hedge funds and large institutions have $1.28B invested in Palomar in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.25B → $1.28B (+$33.9M)

0% more funds holding

Funds holding: 176176 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1.81% less ownership

Funds ownership: 90.63%88.82% (-1.8%)

15% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 73

18% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $1.33M

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
62
Reduced
73
Closed
17
Calls
$1.09M
Puts
$1.33M
Net Calls
-$239K
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$11M +$37.4K +699 +0.4%
William Blair & Company
27
William Blair & Company
Illinois
$10.9M -$724K -13,537 -7%
Federated Hermes
28
Federated Hermes
Pennsylvania
$10.7M -$475K -8,881 -5%
Morgan Stanley
29
Morgan Stanley
New York
$10.7M +$449K +8,389 +5%
PCM
30
Peregrine Capital Management
Minnesota
$9.99M +$666K +12,459 +8%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$9.46M -$64.6K -1,207 -0.7%
N
32
Nuveen
North Carolina
$9.12M +$3.47M +64,896 +70%
ZCM
33
Ziegler Capital Management
Illinois
$8.99M +$129K +2,419 +2%
Principal Financial Group
34
Principal Financial Group
Iowa
$8.46M -$971K -18,144 -11%
SAM
35
Silvercrest Asset Management
New York
$7.71M +$401K +7,505 +6%
Marshall Wace
36
Marshall Wace
United Kingdom
$7.68M +$6.45M +120,630 +1,036%
JP Morgan Chase
37
JP Morgan Chase
New York
$6.76M +$3.51M +65,576 +129%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$6.64M -$3.01M -56,231 -33%
Ameriprise
39
Ameriprise
Minnesota
$6.06M -$2.62K -49 -0%
SBH
40
Segall Bryant & Hamill
Illinois
$5.74M +$23.6K +441 +0.4%
NC
41
NBW Capital
Massachusetts
$5.36M -$99.4K -1,859 -2%
Bank of America
42
Bank of America
North Carolina
$4.47M -$380K -7,109 -8%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
$4.44M +$94.7K +1,771 +2%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.17M -$54.6K -1,021 -1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$4.07M -$38.1K -712 -1%
Invesco
46
Invesco
Georgia
$3.82M +$247K +4,621 +8%
B
47
Bellecapital
Switzerland
$3.62M +$115K +2,157 +4%
SEI Investments
48
SEI Investments
Pennsylvania
$3.61M +$76.8K +1,436 +2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$3.36M -$206K -3,860 -6%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.16M

PLMR Hedge Fund Activity: Q2 2023 in Review

176 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2023, worth a combined $1.28B — up 2.7% from $1.25B a quarter earlier.

Fund positioning in PLMR was balanced in Q2 2023: 17 funds opened new positions, 17 closed out, 62 added to existing stakes and 73 trimmed.

The largest buyer was American Century Companies, adding an estimated $17.9M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $48.5M.

  • 176 institutional investors held Palomar (PLMR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.28B of Palomar stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 17 funds opened new Palomar positions in Q2 2023 and 17 closed out, a net change of 0 holders.
  • The largest Palomar buyer in Q2 2023 was American Century Companies, an estimated $17.9M added.
  • The largest Palomar seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2023.