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Palomar
PLMR

Overview Fund Activity

179 hedge funds and large institutions have $1.12B invested in Palomar in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+3
Holders Change %
+1.7%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
64
Reduced
74
Closed
16
Calls
$1.53M
Puts
$2.35M
Net Calls
-$827K
Net Calls Change
-$588K

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.3M
3
CIP
Champlain Investment Partners
Vermont
$56.9M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22M
5
Millennium Management
Millennium Management
New York
$3.98M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$17.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.52M
3
ACA
Atlas Capital Advisors
Wyoming
$6.86M
4
American Century Companies
American Century Companies
Missouri
$14.4M
5
SDJVC
St. Denis J. Villere & Co
Louisiana
$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$9.94M +$350K +6,903 +4%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$9.54M +$1.57M +30,877 +20%
Morgan Stanley
28
Morgan Stanley
New York
$9.04M -$317K -6,244 -3%
William Blair & Company
29
William Blair & Company
Illinois
$8.64M -$868K -17,110 -9%
PCM
30
Peregrine Capital Management
Minnesota
$8.22M -$512K -10,091 -6%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$7.81M -$462K -9,097 -6%
Goldman Sachs
32
Goldman Sachs
New York
$7.8M -$2.45M -48,317 -24%
ZCM
33
Ziegler Capital Management
Illinois
$7.65M -$216K -4,258 -3%
T. Rowe Price Investment Management
34
T. Rowe Price Investment Management
Maryland
$7.52M -$8.41M -165,674 -53%
Principal Financial Group
35
Principal Financial Group
Iowa
$7.04M -$354K -6,978 -5%
SAM
36
Silvercrest Asset Management
New York
$6.9M +$154K +3,027 +2%
ACA
37
Atlas Capital Advisors
Wyoming
$6.86M -$3.73M -73,517 -35%
Ameriprise
38
Ameriprise
Minnesota
$4.99M -$310K -6,106 -6%
SBH
39
Segall Bryant & Hamill
Illinois
$4.99M -$32.1K -632 -0.6%
NC
40
NBW Capital
Massachusetts
$4.8M +$122K +2,404 +3%
Marshall Wace
41
Marshall Wace
United Kingdom
$4.75M -$1.96M -38,606 -29%
Bank of America
42
Bank of America
North Carolina
$4.57M +$668K +13,161 +17%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
$3.99M +$107K +2,112 +3%
Millennium Management
44
Millennium Management
New York
$3.98M +$3.3M +65,119 +488%
SEI Investments
45
SEI Investments
Pennsylvania
$3.66M +$504K +9,931 +16%
Invesco
46
Invesco
Georgia
$3.59M +$251K +4,947 +8%
Legal & General Group
47
Legal & General Group
United Kingdom
$3.54M -$108K -2,134 -3%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$3.53M -$28.7K -565 -0.8%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.05M +$2.54M +50,134 +501%
B
50
Bellecapital
Switzerland
$3.02M -$144K -2,834 -5%
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