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Palomar
PLMR

Overview Fund Activity

189 hedge funds and large institutions have $2.09B invested in Palomar in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-7
Holders Change %
-3.57%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
75
Reduced
61
Closed
42
Calls
$14.4M
Puts
$13.8M
Net Calls
+$569K
Net Calls Change
-$2.67M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$51.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$42.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$42M
4
SDJVC
St. Denis J. Villere & Co
Louisiana
+$32.2M
5
N
Natixis
France
+$18.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.4M
3
NCGI
Next Century Growth Investors
Minnesota
-$27.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.3M
5
DCM
Driehaus Capital Management
Illinois
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
51
Nuveen Asset Management
Illinois
$9.28M +$1.29M +14,502 +16%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$8.62M – – –
Ameriprise
53
Ameriprise
Minnesota
$8.17M -$1.33M -14,959 -14%
Bank of America
54
Bank of America
North Carolina
$7.53M +$369K +4,152 +5%
ZCM
55
Ziegler Capital Management
Illinois
$7.32M +$900K +10,126 +14%
Invesco
56
Invesco
Georgia
$6.53M +$823K +9,263 +14%
NC
57
NBW Capital
Massachusetts
$6.49M -$51K -574 -0.8%
Morgan Stanley
58
Morgan Stanley
New York
$6.17M -$968K -10,893 -14%
PMAM
59
Picton Mahoney Asset Management
Ontario, Canada
$6.05M +$4.78M +53,790 +378%
Legal & General Group
60
Legal & General Group
United Kingdom
$5.98M -$8.06M -90,757 -57%
SBH
61
Segall Bryant & Hamill
Illinois
$5.93M +$5.93M +66,718 New
Wells Fargo
62
Wells Fargo
California
$5.64M -$1.34M -15,085 -19%
ORI
63
Oak Ridge Investments
Illinois
$5.32M +$519K +5,840 +11%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$5.1M +$177K +1,988 +4%
ACA
65
Atlas Capital Advisors
Wyoming
$4.56M +$4.56M +51,284 New
Millennium Management
66
Millennium Management
New York
$4.53M +$4.53M +50,985 New
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$4.33M -$80K -900 -2%
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.26M – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$3.87M +$3.87M +43,505 New
B
70
Bellecapital
Switzerland
$3.76M +$3.76M +42,370 New
NIP
71
Nicholas Investment Partners
California
$3.75M -$1.27M -14,259 -25%
Man Group
72
Man Group
United Kingdom
$3.7M -$230K -2,584 -6%
Swiss National Bank
73
Swiss National Bank
Switzerland
$3.58M +$160K +1,800 +5%
Macquarie Group
74
Macquarie Group
Australia
$2.89M +$50.2K +565 +2%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$2.74M +$9.6K +108 +0.4%
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