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Palomar
PLMR

Overview Fund Activity

179 hedge funds and large institutions have $1.12B invested in Palomar in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+3
Holders Change %
+1.7%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
64
Reduced
74
Closed
16
Calls
$1.53M
Puts
$2.35M
Net Calls
-$827K
Net Calls Change
-$588K

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.3M
3
CIP
Champlain Investment Partners
Vermont
$56.9M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22M
5
Millennium Management
Millennium Management
New York
$3.98M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$17.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.52M
3
ACA
Atlas Capital Advisors
Wyoming
$6.86M
4
American Century Companies
American Century Companies
Missouri
$14.4M
5
SDJVC
St. Denis J. Villere & Co
Louisiana
$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$2.94M -$6.24K -123 -0.2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.77M – – –
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$2.75M +$1.87M +36,907 +214%
Axa
54
Axa
France
$2.72M +$69K +1,360 +3%
AG
55
Algert Global
California
$2.61M +$203K +4,000 +8%
ORI
56
Oak Ridge Investments
Illinois
$2.54M -$70.7K -1,394 -3%
Macquarie Group
57
Macquarie Group
Australia
$1.98M +$38.7K +762 +2%
First Trust Advisors
58
First Trust Advisors
Illinois
$1.87M +$818K +16,114 +78%
ONPI
59
Owls Nest Partners IA
Pennsylvania
$1.8M +$812K +16,000 +82%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.55M -$687K -13,542 -31%
Prudential Financial
61
Prudential Financial
New Jersey
$1.49M -$81.7K -1,610 -5%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$1.46M -$893K -17,600 -38%
Allianz Asset Management
63
Allianz Asset Management
Germany
$1.46M – – –
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$1.4M +$13K +256 +0.9%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.39M -$138K -2,711 -9%
CCA
66
Conestoga Capital Advisors
Pennsylvania
$1.32M – – –
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$1.26M +$277K +5,452 +28%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$1.23M +$19.7K +388 +2%
CS
69
Credit Suisse
Switzerland
$1.22M -$42.9K -845 -3%
UBS AM
70
UBS AM
Illinois
$1.19M – – –
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$1.16M -$10.1K -200 -0.9%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$1.15M -$58.2K -1,146 -5%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$1.08M -$514K -10,129 -32%
TPSF
74
Texas Permanent School Fund
Texas
$1.07M -$44.4K -874 -4%
Canada Life
75
Canada Life
Manitoba, Canada
$1.06M -$44.2K -871 -4%
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