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Palomar

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

20% more funds holding

Funds holding: 278333 (+55)

3% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 114

1.16% less ownership

Funds ownership: 91.66%90.51% (-1.2%)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.69M
Puts
$2.51M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M
PCM
52
Peregrine Capital Management
Minnesota
$10.3M
UBS AM
53
UBS AM
Illinois
$9.96M
Legal & General Group
54
Legal & General Group
United Kingdom
$9.92M
MAP
55
Moody Aldrich Partners
Massachusetts
$9.66M
Cerity Partners
56
Cerity Partners
New York
$9.66M
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$9.58M
NC
58
NBW Capital
Massachusetts
$9.57M
WA
59
Waverly Advisors
Alabama
$9.57M
Universal-Beteiligungs- und Servicegesellschaft
60
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.48M
RG
61
Renaissance Group
Kentucky
$9.43M
Barclays
62
Barclays
United Kingdom
$8.8M
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$8.8M
SEI Investments
64
SEI Investments
Pennsylvania
$8.73M
First Trust Advisors
65
First Trust Advisors
Illinois
$8.44M
LCG
66
Lisanti Capital Growth
New York
$7.93M
ORI
67
Oak Ridge Investments
Illinois
$7.48M
FMI
68
F/M Investments
District of Columbia
$7.06M
Swiss National Bank
69
Swiss National Bank
Switzerland
$7.03M
BHWA
70
Beacon Harbor Wealth Advisors
Virginia
$6.94M
HCA
71
Harbor Capital Advisors
Illinois
$6.93M
CCMG
72
Clark Capital Management Group
Pennsylvania
$6.88M
Comerica Bank
73
Comerica Bank
Texas
$6.83M
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$6.1M
TAM
75
Trillium Asset Management
Massachusetts
$5.93M