We are live on ! Find out more
PLMR icon

Palomar
PLMR

98 hedge funds and large institutions have $685M invested in Palomar in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $512M → $685M (+$173M)

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

2.49% more ownership

Funds ownership: 55.09% → 57.58% (+2.5%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 98 → 98 (0)

64% less call options, than puts

Call options by funds: $304K | Put options by funds: $834K

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
42
Reduced
33
Closed
18
Calls
$304K
Puts
$834K
Net Calls
-$530K
Net Calls Change
-$530K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$25.8M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$12.3M
3
EA
Emerald Advisers
Pennsylvania
+$11.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.89M
5
SAM
Silvercrest Asset Management
New York
+$7.98M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$11.9M
2
DCM
Driehaus Capital Management
Illinois
-$9.91M
3
ClearBridge Investments
ClearBridge Investments
New York
-$9.6M
4
ZP
Zimmer Partners
New York
-$9.38M
5
Ameriprise
Ameriprise
Minnesota
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWNA
51
Marshall Wace North America
New York
$1.89M +$1.37M +29,227 +352%
PPA
52
Parametric Portfolio Associates
Washington
$1.85M +$1.13M +24,175 +193%
SEI Investments
53
SEI Investments
Pennsylvania
$1.85M -$104K -2,213 -6%
JP Morgan Chase
54
JP Morgan Chase
New York
$1.59M -$121K -2,579 -8%
Allianz Asset Management
55
Allianz Asset Management
Germany
$1.49M +$35.2K +752 +3%
First Trust Advisors
56
First Trust Advisors
Illinois
$1.42M +$698K +14,888 +112%
CS
57
Credit Suisse
Switzerland
$1.28M +$1.19M +25,402 New
TC
58
Telemus Capital
Michigan
$1.14M +$1.05M +22,500 New
PP
59
PDT Partners
New York
$1.11M +$541K +11,549 +111%
Swiss National Bank
60
Swiss National Bank
Switzerland
$1.1M +$1.02M +21,700 New
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$1.06M +$129K +2,748 +15%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$966K +$466K +9,956 +109%
Point72 Asset Management
63
Point72 Asset Management
Connecticut
$964K -$5.11M -109,071 -85%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$878K +$815K +17,389 New
Wells Fargo
65
Wells Fargo
California
$857K +$467K +9,969 +143%
LCG
66
Lisanti Capital Growth
New York
$757K +$702K +14,985 New
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$649K +$602K +12,845 New
UBS Group
68
UBS Group
Switzerland
$637K +$358K +7,638 +153%
Barclays
69
Barclays
United Kingdom
$632K +$451K +9,625 +332%
Squarepoint
70
Squarepoint
New York
$606K +$562K +12,004 New
AC
71
AlphaCore Capital
California
$547K +$507K +10,826 New
Marshall Wace
72
Marshall Wace
United Kingdom
$537K +$492K +10,497 +6,952%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$475K +$440K +9,400 New
SO
74
STRS Ohio
Ohio
$414K +$314K +6,700 +447%
AIG
75
American International Group
New York
$396K +$193K +4,126 +111%
1 2
3
4 5

PLMR Hedge Fund Activity: Q4 2019 in Review

98 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2019, worth a combined $685M — up 34% from $512M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PLMR positions and 18 closed out — a net gain of 1 holder — while 42 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $25.8M. The largest seller was Nuveen, cutting an estimated $11.9M.

  • 98 institutional investors held Palomar (PLMR) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $685M of Palomar stock for Q4 2019, up 34% quarter-over-quarter.
  • 19 funds opened new Palomar positions in Q4 2019 and 18 closed out, a net change of +1 holder.
  • The largest Palomar buyer in Q4 2019 was BlackRock, an estimated $25.8M added.
  • The largest Palomar seller in Q4 2019 was Nuveen, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2019.