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Palomar

196 hedge funds and large institutions have $2.43B invested in Palomar in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $4.71M | Put options by funds: $1.47M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more capital invested

Capital invested by funds: $1.98B → $2.43B (+$454M)

6% more funds holding

Funds holding: 185196 (+11)

0.37% more ownership

Funds ownership: 91.28%91.66% (+0.37%)

8% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 74

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
37
Increased
68
Reduced
74
Closed
26
Calls
$4.71M
Puts
$1.47M
Net Calls
+$3.24M
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
RI
51
Redwood Investments
Massachusetts
$9.37M -$9.3M -94,822 -51%
Axa
52
Axa
France
$9.32M -$19.6K -200 -0.2%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$8.96M +$3.38M +34,490 +67%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$8.62M
Bank of America
55
Bank of America
North Carolina
$8.41M +$1.5M +15,320 +23%
Morgan Stanley
56
Morgan Stanley
New York
$8.38M +$498K +5,078 +7%
Wells Fargo
57
Wells Fargo
California
$8.19M -$844K -8,611 -10%
Blackstone Inc
58
Blackstone Inc
New York
$7.82M -$45.1M -460,085 -86%
NC
59
NBW Capital
Massachusetts
$7.68M -$212K -2,159 -3%
ZCM
60
Ziegler Capital Management
Illinois
$7.53M +$7.09M +72,269 New
Russell Investments Group
61
Russell Investments Group
United Kingdom
$7.48M -$862K -8,791 -11%
Federated Hermes
62
Federated Hermes
Pennsylvania
$7.22M -$3.38M -34,510 -33%
Invesco
63
Invesco
Georgia
$6.7M +$1.54M +15,681 +32%
PCM
64
Penserra Capital Management
California
$6.65M -$2.49M -25,439 -29%
First Trust Advisors
65
First Trust Advisors
Illinois
$5.94M -$705K -7,192 -11%
NIP
66
Nicholas Investment Partners
California
$5.88M -$656K -6,694 -11%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$5.77M +$190K +1,935 +4%
ORI
68
Oak Ridge Investments
Illinois
$5.63M -$336K -3,428 -6%
AI
69
Axiom Investors
Connecticut
$5.21M -$1.68M -17,170 -26%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$5.18M +$339K +3,460 +7%
Public Sector Pension Investment Board (PSP Investments)
71
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5M +$817K +8,330 +21%
PPA
72
Parametric Portfolio Associates
Washington
$4.87M +$1.19M +12,156 +35%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$4.79M +$3.31M +33,763 +276%
Man Group
74
Man Group
United Kingdom
$4.61M +$4.34M +44,264 New
PFM
75
Premier Fund Managers
United Kingdom
$4.49M +$392K +4,000 +10%

PLMR Hedge Fund Activity: Q3 2020 in Review

196 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2020, worth a combined $2.43B — up 23% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PLMR positions and 26 closed out — a net gain of 11 holders — while 68 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $70.3M. The largest seller was Blackstone Inc, cutting an estimated $45.1M.

  • 196 institutional investors held Palomar (PLMR) as of Q3 2020, up from 185 in Q2 2020.
  • Funds reported $2.43B of Palomar stock for Q3 2020, up 23% quarter-over-quarter.
  • 37 funds opened new Palomar positions in Q3 2020 and 26 closed out, a net change of +11 holders.
  • The largest Palomar buyer in Q3 2020 was BlackRock, an estimated $70.3M added.
  • The largest Palomar seller in Q3 2020 was Blackstone Inc, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2020.