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Palomar

336 hedge funds and large institutions have $3.24B invested in Palomar in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.03% more ownership

Funds ownership: 88.83%90.86% (+2%)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

4% less funds holding

Funds holding: 350336 (-14)

Holders
336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.36M
Puts
$1.2M
Net Calls
Net Calls Change

Top Sellers

1 -$17.4M
2 -$15.5M
3 -$15.5M
4
Millennium Management
Millennium Management
New York
-$14.7M
5
Jane Street
Jane Street
New York
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Peregrine Capital Management
Minnesota
$10.1M
Prudential Financial
52
Prudential Financial
New Jersey
$9.93M
Man Group
53
Man Group
United Kingdom
$9.92M
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.91M
WA
55
Waverly Advisors
Alabama
$9.81M
Ameriprise
56
Ameriprise
Minnesota
$9.34M
Legal & General Group
57
Legal & General Group
United Kingdom
$9.25M
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$9.18M
RG
59
Renaissance Group
Kentucky
$9.01M
UBS AM
60
UBS AM
Illinois
$8.98M
KCM
61
Kornitzer Capital Management
Kansas
$8.74M
Luther King Capital Management (LKCM)
62
Luther King Capital Management (LKCM)
Texas
$8.02M
OCM
63
Osterweis Capital Management
California
$7.75M
Cerity Partners
64
Cerity Partners
New York
$7.48M
SEI Investments
65
SEI Investments
Pennsylvania
$7.31M
Swiss National Bank
66
Swiss National Bank
Switzerland
$7.13M
AllianceBernstein
67
AllianceBernstein
Tennessee
$7.04M
ORI
68
Oak Ridge Investments
Illinois
$6.78M
FMI
69
F/M Investments
District of Columbia
$6.69M
Victory Capital Management
70
Victory Capital Management
Texas
$4.93M
Wells Fargo
71
Wells Fargo
California
$4.89M
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.4M
RS
73
Robeco Schweiz
Switzerland
$4.38M
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$4.37M
Deutsche Bank
75
Deutsche Bank
Germany
$4.32M