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Palomar
PLMR

Overview Fund Activity

278 hedge funds and large institutions have $2.56B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
42
Increased
111
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$82.9M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$62.7M
3
BlackRock
3
BlackRock
New York
$456M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.6M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$14.8M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$86.7M
2
SIMG
2
Stephens Investment Management Group
Texas
$71.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.5M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$56.8M
5
FMI
5
F/M Investments
District of Columbia
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$21M -$226K -2,142 -1%
Goldman Sachs
27
Goldman Sachs
New York
$21M +$4.32M +40,903 +26%
Norges Bank
28
Norges Bank
Norway
$20.6M +$20.6M +195,444 New
Invesco
29
Invesco
Georgia
$18.9M +$3.71M +35,127 +24%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$18.6M +$5.11M +48,396 +38%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$18.3M +$229K +2,171 +1%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$17.7M -$3.13M -30,029 -15%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$16.5M +$3.31M +31,310 +25%
Principal Financial Group
34
Principal Financial Group
Iowa
$15.6M +$832K +7,875 +6%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$15.5M +$1.33M +12,633 +9%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$15.1M +$2.86M +27,066 +23%
William Blair & Company
37
William Blair & Company
Illinois
$15.1M -$208K -1,968 -1%
ACA
38
Atlas Capital Advisors
Wyoming
$14.9M +$9.5M +90,000 +175%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$14.8M +$10.1M +95,359 +212%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$14.2M +$9.45M +89,538 +200%
Victory Capital Management
41
Victory Capital Management
Texas
$13.9M -$6.27M -59,402 -31%
KCM
42
Kornitzer Capital Management
Kansas
$13.8M -$3.36M -31,865 -20%
Bank of America
43
Bank of America
North Carolina
$12.6M -$2.13M -20,202 -14%
Ameriprise
44
Ameriprise
Minnesota
$12.5M -$133K -1,258 -1%
FGP
45
Freestone Grove Partners
California
$11.8M +$11.8M +111,503 New
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M +$3.56M +33,697 +45%
JAM
47
Jupiter Asset Management
United Kingdom
$10M -$411K -3,897 -4%
PCM
48
Peregrine Capital Management
Minnesota
$9.68M +$174K +1,645 +2%
NC
49
NBW Capital
Massachusetts
$9.64M -$340K -3,223 -3%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$9.38M +$23.3K +221 +0.2%
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