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Palomar
PLMR

Overview Fund Activity

228 hedge funds and large institutions have $1.83B invested in Palomar in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
92
Reduced
73
Closed
24
Calls
$3.34M
Puts
$787K
Net Calls
+$2.55M
Net Calls Change
-$184K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$29.4M
2
Victory Capital Management
Victory Capital Management
Texas
$14.4M
3
FMI
F/M Investments
District of Columbia
$11.9M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$13.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.9M

Top Sellers

1
SDJVC
St. Denis J. Villere & Co
Louisiana
$34.2M
2
Prudential Financial
Prudential Financial
New Jersey
$3.99M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$25.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$666K
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$17.5M +$592K +7,300 +3%
Norges Bank
27
Norges Bank
Norway
$15.3M -$5.64M -69,463 -27%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$14.9M -$338K -4,167 -2%
Goldman Sachs
29
Goldman Sachs
New York
$14.9M +$2.02M +24,903 +16%
Victory Capital Management
30
Victory Capital Management
Texas
$14.4M +$13.6M +167,435 +1,635%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$13.4M +$9.17M +112,996 +214%
KCM
32
Kornitzer Capital Management
Kansas
$13.1M -$3.59M -44,230 -21%
William Blair & Company
33
William Blair & Company
Illinois
$12.6M -$425K -5,234 -3%
FMI
34
F/M Investments
District of Columbia
$11.9M +$11.9M +147,208 New
Principal Financial Group
35
Principal Financial Group
Iowa
$11.3M -$196K -2,411 -2%
Bank of America
36
Bank of America
North Carolina
$11.3M +$2.47M +30,405 +28%
ACA
37
Atlas Capital Advisors
Wyoming
$11.1M +$6.98M +86,000 +168%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$10.5M -$861K -10,612 -8%
Ameriprise
39
Ameriprise
Minnesota
$10M +$621K +7,656 +7%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$9.83M -$825K -10,171 -8%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$9.5M +$618K +7,615 +7%
T. Rowe Price Investment Management
42
T. Rowe Price Investment Management
Maryland
$9.4M -$2.6M -32,062 -22%
Marshall Wace
43
Marshall Wace
United Kingdom
$8.42M -$6.14M -75,696 -42%
PCM
44
Peregrine Capital Management
Minnesota
$8.05M -$2.09M -25,719 -21%
NC
45
NBW Capital
Massachusetts
$7.62M -$108K -1,329 -1%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$7.11M +$257K +3,171 +4%
SEI Investments
47
SEI Investments
Pennsylvania
$6.68M +$717K +8,837 +12%
Invesco
48
Invesco
Georgia
$5.71M +$84.5K +1,041 +2%
Legal & General Group
49
Legal & General Group
United Kingdom
$5.62M +$5.52K +68 +0.1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$5.56M +$76.8K +947 +1%
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