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Palomar

274 hedge funds and large institutions have $2.27B invested in Palomar in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 18

235% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.16M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 64

25% more capital invested

Capital invested by funds: $1.82B → $2.27B (+$448M)

20% more funds holding

Funds holding: 228274 (+46)

1.55% more ownership

Funds ownership: 90.23%91.78% (+1.6%)

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
107
Reduced
64
Closed
18
Calls
$3.9M
Puts
$1.16M
Net Calls
+$2.74M
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$19M -$2.24M -24,337 -11%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$18.9M +$3.1M +33,599 +20%
Victory Capital Management
28
Victory Capital Management
Texas
$18.1M +$1.2M +13,064 +7%
N
29
Nuveen
North Carolina
$16.2M -$1.16M -12,554 -7%
KCM
30
Kornitzer Capital Management
Kansas
$15.4M +$120K +1,300 +0.8%
Goldman Sachs
31
Goldman Sachs
New York
$15M -$2.33M -25,239 -14%
Marshall Wace
32
Marshall Wace
United Kingdom
$14.5M +$4.56M +49,480 +48%
FMI
33
F/M Investments
District of Columbia
$13.9M -$45.3K -492 -0.3%
William Blair & Company
34
William Blair & Company
Illinois
$13.7M -$1.02M -11,036 -7%
Invesco
35
Invesco
Georgia
$13.6M +$6.74M +73,113 +104%
Principal Financial Group
36
Principal Financial Group
Iowa
$13.2M +$17.8K +193 +0.1%
Bank of America
37
Bank of America
North Carolina
$13.2M +$54.5K +591 +0.4%
Norges Bank
38
Norges Bank
Norway
$13M -$4.73M -51,365 -27%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$12.7M +$378K +4,100 +3%
JP Morgan Chase
40
JP Morgan Chase
New York
$12.1M +$1.03M +11,140 +10%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$11.9M +$6.9M +74,931 +149%
Ameriprise
42
Ameriprise
Minnesota
$11.3M -$352K -3,823 -3%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$11M +$10.7M +116,125 New
SFM
44
Soros Fund Management
New York
$9.47M +$9.21M +100,000 New
JAM
45
Jupiter Asset Management
United Kingdom
$9.35M +$9.1M +98,735 New
NC
46
NBW Capital
Massachusetts
$8.95M +$61.5K +667 +0.7%
PCM
47
Peregrine Capital Management
Minnesota
$8.52M -$849K -9,216 -9%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$8.47M -$2.92M -31,708 -26%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$8.39M +$98.7K +1,071 +1%
GCM
50
Ghisallo Capital Management
Massachusetts
$8.05M +$7.83M +85,000 New

PLMR Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2024, worth a combined $2.27B — up 25% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLMR positions and 18 closed out — a net gain of 47 holders — while 107 added to existing stakes and 64 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $25.9M. The largest seller was Sumitomo Mitsui Trust Group, cutting an estimated $19.1M.

  • 274 institutional investors held Palomar (PLMR) as of Q3 2024, up from 228 in Q2 2024.
  • Funds reported $2.27B of Palomar stock for Q3 2024, up 25% quarter-over-quarter.
  • 65 funds opened new Palomar positions in Q3 2024 and 18 closed out, a net change of +47 holders.
  • The largest Palomar buyer in Q3 2024 was Driehaus Capital Management, an estimated $25.9M added.
  • The largest Palomar seller in Q3 2024 was Sumitomo Mitsui Trust Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.