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Palomar

219 hedge funds and large institutions have $1.87B invested in Palomar in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.18M

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

48% more capital invested

Capital invested by funds: $1.26B → $1.87B (+$609M)

8% more funds holding

Funds holding: 202219 (+17)

7% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 73

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.06% less ownership

Funds ownership: 91.68%89.62% (-2.1%)

Holders
219
Holders Change
+17
Holders Change %
+8.42%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
78
Reduced
73
Closed
26
Calls
$3.91M
Puts
$1.18M
Net Calls
+$2.73M
Net Calls Change
+$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kornitzer Capital Management
Kansas
$17.3M
N
27
Nuveen
North Carolina
$15.7M +$115K +1,682 +0.9%
Marshall Wace
28
Marshall Wace
United Kingdom
$15M +$8.12M +118,403 +194%
Prudential Financial
29
Prudential Financial
New Jersey
$14.7M -$2.89M -42,149 -19%
William Blair & Company
30
William Blair & Company
Illinois
$13.5M +$356K +5,189 +3%
Goldman Sachs
31
Goldman Sachs
New York
$13.3M +$1.96M +28,598 +22%
Handelsbanken Fonder
32
Handelsbanken Fonder
Sweden
$13.2M +$10.3M +150,705 +2,070%
T. Rowe Price Investment Management
33
T. Rowe Price Investment Management
Maryland
$12.4M -$20.6K -300 -0.2%
ZCM
34
Ziegler Capital Management
Illinois
$12.4M +$6.32M +92,139 +165%
Principal Financial Group
35
Principal Financial Group
Iowa
$11.9M +$272K +3,963 +3%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$11.8M -$1.43M -20,867 -13%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$11M +$6.2M +90,433 +221%
PCM
38
Peregrine Capital Management
Minnesota
$10.5M -$913K -13,316 -10%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$10.4M -$3.96M -57,752 -32%
Ameriprise
40
Ameriprise
Minnesota
$9.72M +$933K +13,609 +13%
JP Morgan Chase
41
JP Morgan Chase
New York
$9.17M -$4.94M -72,057 -40%
Bank of America
42
Bank of America
North Carolina
$9.09M +$617K +8,996 +9%
NC
43
NBW Capital
Massachusetts
$7.98M +$30.7K +448 +0.5%
Citadel Advisors
44
Citadel Advisors
Florida
$7.35M +$4.6M +67,089 +326%
SAM
45
Silvercrest Asset Management
New York
$7.23M +$41.4K +604 +0.7%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$7.07M +$265K +3,869 +5%
KCM
47
Kennedy Capital Management
Missouri
$6.24M -$198K -2,894 -4%
SEI Investments
48
SEI Investments
Pennsylvania
$6.16M +$85K +1,240 +2%
Invesco
49
Invesco
Georgia
$5.81M +$73.3K +1,069 +2%
Legal & General Group
50
Legal & General Group
United Kingdom
$5.8M +$6.51K +95 +0.1%

PLMR Hedge Fund Activity: Q1 2024 in Review

219 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2024, worth a combined $1.87B — up 48% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PLMR positions and 26 closed out — a net gain of 18 holders — while 78 added to existing stakes and 73 trimmed.

The largest buyer was Artemis Investment Management, opening a new position worth an estimated $17.1M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $48.5M sold.

  • 219 institutional investors held Palomar (PLMR) as of Q1 2024, up from 202 in Q4 2023.
  • Funds reported $1.87B of Palomar stock for Q1 2024, up 48% quarter-over-quarter.
  • 44 funds opened new Palomar positions in Q1 2024 and 26 closed out, a net change of +18 holders.
  • The largest Palomar buyer in Q1 2024 was Artemis Investment Management, an estimated $17.1M added.
  • The largest Palomar seller in Q1 2024 was Nordea Investment Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2024.