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Palomar
PLMR

Overview Fund Activity

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
Holders
176
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
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

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$20.4M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.68M
3
SIMG
Stephens Investment Management Group
Texas
$56M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.76M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$9.12M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$18.2M
2
ACA
Atlas Capital Advisors
Wyoming
$12.1M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$55.2M
4
Axa
Axa
France
$3.03M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$11M +$40.6K +699 +0.4%
William Blair & Company
27
William Blair & Company
Illinois
$10.9M -$786K -13,537 -7%
Federated Hermes
28
Federated Hermes
Pennsylvania
$10.7M -$515K -8,881 -5%
Morgan Stanley
29
Morgan Stanley
New York
$10.7M +$487K +8,389 +5%
PCM
30
Peregrine Capital Management
Minnesota
$9.99M +$723K +12,459 +8%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$9.46M -$70.1K -1,207 -0.7%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$9.12M +$3.77M +64,896 +70%
ZCM
33
Ziegler Capital Management
Illinois
$8.99M +$140K +2,419 +2%
Principal Financial Group
34
Principal Financial Group
Iowa
$8.46M -$1.05M -18,144 -11%
SAM
35
Silvercrest Asset Management
New York
$7.71M +$436K +7,505 +6%
Marshall Wace
36
Marshall Wace
United Kingdom
$7.68M +$7M +120,630 +1,036%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$6.76M +$3.81M +65,576 +129%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$6.64M -$3.26M -56,231 -33%
Ameriprise
39
Ameriprise
Minnesota
$6.06M -$2.84K -49 -0%
SBH
40
Segall Bryant & Hamill
Illinois
$5.74M +$25.6K +441 +0.4%
NC
41
NBW Capital
Massachusetts
$5.36M -$108K -1,859 -2%
Bank of America
42
Bank of America
North Carolina
$4.47M -$413K -7,109 -8%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
$4.44M +$103K +1,771 +2%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.17M -$59.3K -1,021 -1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$4.07M -$41.3K -712 -1%
Invesco
46
Invesco
Georgia
$3.82M +$268K +4,621 +8%
B
47
Bellecapital
Switzerland
$3.62M +$125K +2,157 +4%
SEI Investments
48
SEI Investments
Pennsylvania
$3.61M +$83.3K +1,436 +2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$3.36M -$224K -3,860 -6%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.16M – – –
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