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Palomar

385 hedge funds and large institutions have $3.8B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 142 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

1.09% more ownership

Funds ownership: 90.98%92.07% (+1.1%)

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
385
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
IIM
51
INTECH Investment Management
Florida
$12.6M
JP Morgan Chase
52
JP Morgan Chase
New York
$12.2M
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M
Legal & General Group
54
Legal & General Group
United Kingdom
$11.5M
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$11.3M
Cerity Partners
56
Cerity Partners
New York
$10.8M
PCM
57
Peregrine Capital Management
Minnesota
$10.7M
WA
58
Waverly Advisors
Alabama
$10.6M
NC
59
NBW Capital
Massachusetts
$10.6M
TPSF
60
Texas Permanent School Fund
Texas
$10.6M
RG
61
Renaissance Group
Kentucky
$10.3M
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$9.94M
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$9.69M
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$9.19M
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
$8.86M
SEI Investments
66
SEI Investments
Pennsylvania
$8.75M
Prudential Financial
67
Prudential Financial
New Jersey
$8.62M
Universal-Beteiligungs- und Servicegesellschaft
68
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.54M
CCMG
69
Clark Capital Management Group
Pennsylvania
$8.51M
Voloridge Investment Management
70
Voloridge Investment Management
Florida
$8.51M
MAP
71
Moody Aldrich Partners
Massachusetts
$8.21M
ORI
72
Oak Ridge Investments
Illinois
$8.08M
Swiss National Bank
73
Swiss National Bank
Switzerland
$7.85M
Jane Street
74
Jane Street
New York
$7.76M
NIP
75
Nicholas Investment Partners
California
$7.36M