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Palomar
PLMR

Overview Fund Activity

202 hedge funds and large institutions have $1.26B invested in Palomar in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+23
Holders Change %
+12.85%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
68
Reduced
76
Closed
14
Calls
$2.16M
Puts
$2.71M
Net Calls
-$555K
Net Calls Change
+$272K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$32.6M
2
BlackRock
BlackRock
New York
$223M
3
Prudential Financial
Prudential Financial
New Jersey
$12.1M
4
CIP
Champlain Investment Partners
Vermont
$70.6M
5
American Century Companies
American Century Companies
Missouri
$23.7M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.5M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$48.5M
3
RI
Redwood Investments
Massachusetts
$3.42M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$10.3M -$107K -1,921 -1%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$10.1M -$7.71M -138,968 -43%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$10.1M -$6.23M -112,252 -38%
Norges Bank
29
Norges Bank
Norway
$9.73M -$1.44M -25,875 -13%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$8.94M +$398K +7,179 +5%
William Blair & Company
31
William Blair & Company
Illinois
$8.65M -$806K -14,519 -9%
T. Rowe Price Investment Management
32
T. Rowe Price Investment Management
Maryland
$8.23M – – –
DCM
33
Driehaus Capital Management
Illinois
$7.87M +$7.87M +141,741 New
PCM
34
Peregrine Capital Management
Minnesota
$7.67M -$1.32M -23,738 -15%
Principal Financial Group
35
Principal Financial Group
Iowa
$7.65M -$44.9K -809 -0.6%
Goldman Sachs
36
Goldman Sachs
New York
$7.2M -$1.34M -24,066 -16%
Ameriprise
37
Ameriprise
Minnesota
$5.68M +$225K +4,055 +4%
Bank of America
38
Bank of America
North Carolina
$5.52M +$515K +9,278 +10%
NC
39
NBW Capital
Massachusetts
$5.26M +$5.61K +101 +0.1%
PFMOSF
40
Philadelphia Financial Management of San Francisco
California
$5.18M +$5.18M +93,339 New
SAM
41
Silvercrest Asset Management
New York
$4.76M -$2.79M -50,219 -37%
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$4.47M +$110K +1,985 +3%
KCM
43
Kennedy Capital Management
Missouri
$4.29M +$4.29M +77,383 New
SEI Investments
44
SEI Investments
Pennsylvania
$4.01M +$10.4K +188 +0.3%
Legal & General Group
45
Legal & General Group
United Kingdom
$3.84M -$36.1K -650 -0.9%
Invesco
46
Invesco
Georgia
$3.79M -$143K -2,573 -4%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.77M -$94.3K -1,699 -2%
Millennium Management
48
Millennium Management
New York
$3.75M -$603K -10,870 -14%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.64M +$302K +5,434 +9%
ORI
50
Oak Ridge Investments
Illinois
$3.6M +$829K +14,940 +30%
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