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Palomar

279 hedge funds and large institutions have $2.57B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

84% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.49M

30% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 87

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $2.27B → $2.57B (+$294M)

2% more funds holding

Funds holding: 274279 (+5)

0.06% less ownership

Funds ownership: 91.78%91.72% (-0.06%)

Holders
279
Holders Change
+5
Holders Change %
+1.82%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
41
Increased
113
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$21M -$217K -2,142 -1%
Goldman Sachs
27
Goldman Sachs
New York
$21M +$4.15M +40,903 +26%
Norges Bank
28
Norges Bank
Norway
$20.6M +$5.89M +58,125 +42%
Invesco
29
Invesco
Georgia
$18.9M +$3.56M +35,127 +24%
JP Morgan Chase
30
JP Morgan Chase
New York
$18.6M +$4.91M +48,396 +38%
N
31
Nuveen
North Carolina
$18.3M +$220K +2,171 +1%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$17.7M -$3.05M -30,029 -15%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$16.5M +$3.18M +31,310 +25%
Principal Financial Group
34
Principal Financial Group
Iowa
$15.6M +$799K +7,875 +6%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$15.5M +$1.28M +12,633 +9%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$15.1M +$2.74M +27,066 +23%
William Blair & Company
37
William Blair & Company
Illinois
$15.1M -$200K -1,968 -1%
ACA
38
Atlas Capital Advisors
Wyoming
$14.9M +$9.13M +90,000 +175%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$14.8M +$9.67M +95,359 +212%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$14.2M +$9.08M +89,538 +200%
Victory Capital Management
41
Victory Capital Management
Texas
$13.9M -$6.02M -59,402 -31%
KCM
42
Kornitzer Capital Management
Kansas
$13.8M -$3.23M -31,865 -20%
Bank of America
43
Bank of America
North Carolina
$12.6M -$2.05M -20,202 -14%
Ameriprise
44
Ameriprise
Minnesota
$12.5M -$128K -1,258 -1%
FGP
45
Freestone Grove Partners
California
$11.8M +$11.3M +111,503 New
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M +$3.42M +33,697 +45%
JAM
47
Jupiter Asset Management
United Kingdom
$10M -$395K -3,897 -4%
PCM
48
Peregrine Capital Management
Minnesota
$9.68M +$167K +1,645 +2%
NC
49
NBW Capital
Massachusetts
$9.64M -$327K -3,223 -3%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$9.38M +$22.4K +221 +0.2%

PLMR Hedge Fund Activity: Q4 2024 in Review

279 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2024, worth a combined $2.57B — up 13% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PLMR positions and 34 closed out — a net gain of 7 holders — while 113 added to existing stakes and 87 trimmed.

The largest buyer was American Century Companies, adding an estimated $21.4M. The largest seller was Champlain Investment Partners, cutting an estimated $37.5M.

  • 279 institutional investors held Palomar (PLMR) as of Q4 2024, up from 274 in Q3 2024.
  • Funds reported $2.57B of Palomar stock for Q4 2024, up 13% quarter-over-quarter.
  • 41 funds opened new Palomar positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Palomar buyer in Q4 2024 was American Century Companies, an estimated $21.4M added.
  • The largest Palomar seller in Q4 2024 was Champlain Investment Partners, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2024.