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Palomar

383 hedge funds and large institutions have $3.76B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.72% more ownership

Funds ownership: 90.51%91.23% (+0.72%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

44% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $11.9M

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.62M
Puts
$11.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$12.2M
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M
Legal & General Group
53
Legal & General Group
United Kingdom
$11.5M
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$11.3M
Cerity Partners
55
Cerity Partners
New York
$10.8M
PCM
56
Peregrine Capital Management
Minnesota
$10.7M
WA
57
Waverly Advisors
Alabama
$10.6M
NC
58
NBW Capital
Massachusetts
$10.6M
TPSF
59
Texas Permanent School Fund
Texas
$10.6M
RG
60
Renaissance Group
Kentucky
$10.3M
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$9.94M
Arrowstreet Capital
62
Arrowstreet Capital
Massachusetts
$9.69M
Allspring Global Investments
63
Allspring Global Investments
North Carolina
$9.19M
Luther King Capital Management (LKCM)
64
Luther King Capital Management (LKCM)
Texas
$8.86M
SEI Investments
65
SEI Investments
Pennsylvania
$8.75M
Prudential Financial
66
Prudential Financial
New Jersey
$8.62M
Universal-Beteiligungs- und Servicegesellschaft
67
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.54M
CCMG
68
Clark Capital Management Group
Pennsylvania
$8.51M
Voloridge Investment Management
69
Voloridge Investment Management
Florida
$8.51M
MAP
70
Moody Aldrich Partners
Massachusetts
$8.21M
ORI
71
Oak Ridge Investments
Illinois
$8.08M
Swiss National Bank
72
Swiss National Bank
Switzerland
$7.85M
Jane Street
73
Jane Street
New York
$7.76M
NIP
74
Nicholas Investment Partners
California
$7.36M
BHWA
75
Beacon Harbor Wealth Advisors
Virginia
$6.75M