We are live on ! Find out more
PLMR icon

Palomar
PLMR

98 hedge funds and large institutions have $512M invested in Palomar in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

231% more capital invested

Capital invested by funds: $154M → $512M (+$358M)

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

48% more funds holding

Funds holding: 66 → 98 (+32)

28.63% more ownership

Funds ownership: 26.46% → 55.09% (+29%)

Holders
98
Holders Change
+32
Holders Change %
+48.48%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
33
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$39.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$24.1M
3
SIMG
Stephens Investment Management Group
Texas
+$17.1M
4
PCM
Peregrine Capital Management
Minnesota
+$14.1M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$5.04M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.41M
3
ClearBridge Investments
ClearBridge Investments
New York
-$1.81M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.78M
5
OTIP
One Tusk Investment Partners
New York
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$1.53M +$1.21M +38,863 New
Charles Schwab
52
Charles Schwab
California
$1.35M -$48.2K -1,544 -4%
JP Morgan Chase
53
JP Morgan Chase
New York
$1.34M +$1.02M +32,526 +2,086%
Invesco
54
Invesco
Georgia
$1.15M +$910K +29,153 New
Allianz Asset Management
55
Allianz Asset Management
Germany
$1.13M +$896K +28,701 New
Tudor Investment Corp
56
Tudor Investment Corp
Connecticut
$973K +$770K +24,673 New
EA
57
Emerald Advisers
Pennsylvania
$947K +$750K +24,016 New
EMFAT
58
Emerald Mutual Fund Advisers Trust
Pennsylvania
$831K +$658K +21,080 New
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$722K +$391K +12,513 +216%
MF
60
Magnetar Financial
Illinois
$591K +$468K +15,000 New
First Trust Advisors
61
First Trust Advisors
Illinois
$525K +$416K +13,310 New
PPA
62
Parametric Portfolio Associates
Washington
$493K +$390K +12,506 New
ECM
63
ExodusPoint Capital Management
New York
$476K +$377K +12,084 New
OAC
64
OMERS Administration Corp
Ontario, Canada
$449K +$356K +11,400 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$419K +$332K +10,646 New
PP
66
PDT Partners
New York
$410K +$325K +10,400 New
Goldman Sachs
67
Goldman Sachs
New York
$364K +$288K +9,227 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$362K +$13.6K +434 +5%
OAM
69
Oxford Asset Management
United Kingdom
$361K +$286K +9,153 New
PA
70
Parallel Advisors
California
$350K +$277K +8,875 New
Morgan Stanley
71
Morgan Stanley
New York
$344K -$54.8K -1,756 -17%
QSS
72
Quantitative Systematic Strategies
Florida
$336K +$5.46K +175 +2%
MWNA
73
Marshall Wace North America
New York
$327K -$1.09M -34,870 -81%
LPL Financial
74
LPL Financial
California
$325K -$7.06K -226 -3%
Hudson Bay Capital Management
75
Hudson Bay Capital Management
Connecticut
$296K +$234K +7,500 New
1 2
3
4 5

PLMR Hedge Fund Activity: Q3 2019 in Review

98 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2019, worth a combined $512M — up 231% from $154M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PLMR positions and 6 closed out — a net gain of 32 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $39.6M. The largest seller was Ameriprise, cutting an estimated $5.04M.

  • 98 institutional investors held Palomar (PLMR) as of Q3 2019, up from 66 in Q2 2019.
  • Funds reported $512M of Palomar stock for Q3 2019, up 231% quarter-over-quarter.
  • 38 funds opened new Palomar positions in Q3 2019 and 6 closed out, a net change of +32 holders.
  • The largest Palomar buyer in Q3 2019 was T. Rowe Price Associates, an estimated $39.6M added.
  • The largest Palomar seller in Q3 2019 was Ameriprise, an estimated $5.04M sold.

Based on aggregated 13F filings for Q3 2019.