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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
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M +$2.5M +18,230 +28%
PCM
52
Peregrine Capital Management
Minnesota
$10.3M -$2.3M -16,804 -18%
UBS AM
53
UBS AM
Illinois
$9.96M +$1.06M +7,754 +12%
Legal & General Group
54
Legal & General Group
United Kingdom
$9.92M -$200K -1,460 -2%
MAP
55
Moody Aldrich Partners
Massachusetts
$9.66M +$1.12M +8,169 +13%
Cerity Partners
56
Cerity Partners
New York
$9.66M +$9.33M +68,041 +2,826%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$9.58M +$112K +816 +1%
NC
58
NBW Capital
Massachusetts
$9.57M -$2.95M -21,556 -24%
WA
59
Waverly Advisors
Alabama
$9.57M +$9.57M +69,781 New
Universal-Beteiligungs- und Servicegesellschaft
60
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.48M +$2.15M +15,654 +29%
RG
61
Renaissance Group
Kentucky
$9.43M +$1.8M +13,146 +24%
Barclays
62
Barclays
United Kingdom
$8.8M -$1.23M -8,938 -12%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$8.8M -$9.63M -70,235 -52%
SEI Investments
64
SEI Investments
Pennsylvania
$8.73M -$1.88M -13,719 -18%
First Trust Advisors
65
First Trust Advisors
Illinois
$8.44M +$907K +6,620 +12%
LCG
66
Lisanti Capital Growth
New York
$7.93M +$7.93M +57,870 New
ORI
67
Oak Ridge Investments
Illinois
$7.48M -$28.1K -205 -0.4%
FMI
68
F/M Investments
District of Columbia
$7.06M -$104K -757 -1%
Swiss National Bank
69
Swiss National Bank
Switzerland
$7.03M -$27.4K -200 -0.4%
BHWA
70
Beacon Harbor Wealth Advisors
Virginia
$6.94M +$6.94M +50,650 New
HCA
71
Harbor Capital Advisors
Illinois
$6.93M +$1.05M +7,675 +18%
CCMG
72
Clark Capital Management Group
Pennsylvania
$6.88M +$6.88M +50,209 New
Comerica Bank
73
Comerica Bank
Texas
$6.83M +$249K +1,818 +4%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$6.1M +$526K +3,835 +9%
TAM
75
Trillium Asset Management
Massachusetts
$5.93M -$44K -321 -0.7%