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Palomar

342 hedge funds and large institutions have $2.95B invested in Palomar in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $586K

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

13% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 112

1.41% more ownership

Funds ownership: 90.89%92.3% (+1.4%)

1% more funds holding

Funds holding: 339342 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $3.25B → $2.95B (-$301M)

Holders
342
Holders Change
+3
Holders Change %
+0.88%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
126
Reduced
112
Closed
45
Calls
$2.34M
Puts
$586K
Net Calls
+$1.76M
Net Calls Change
+$597K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$10.8M -$949K -7,601 -8%
RG
52
Renaissance Group
Kentucky
$10.7M +$2.82M +22,567 +34%
UBS Group
53
UBS Group
Switzerland
$10.4M +$7.28M +58,336 +206%
FAM
54
Fred Alger Management
New York
$10.1M -$11.5M -92,109 -52%
A
55
AustralianSuper
Australia
$9.49M -$20.2M -162,092 -67%
JP Morgan Chase
56
JP Morgan Chase
New York
$9.25M -$1.18M -9,456 -11%
PCM
57
Peregrine Capital Management
Minnesota
$8.58M -$384K -3,080 -4%
WA
58
Waverly Advisors
Alabama
$8.43M -$287K -2,296 -3%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$8.38M +$246K +1,975 +3%
UBS AM
60
UBS AM
Illinois
$8.16M +$214K +1,712 +3%
OCM
61
Osterweis Capital Management
California
$8.14M +$1.32M +10,580 +18%
KCM
62
Kornitzer Capital Management
Kansas
$7.75M
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.66M -$1.18M -9,431 -13%
Victory Capital Management
64
Victory Capital Management
Texas
$7.54M +$3.31M +26,538 +73%
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
$7.45M +$357K +2,862 +5%
Legal & General Group
66
Legal & General Group
United Kingdom
$7.39M -$853K -6,835 -10%
Ameriprise
67
Ameriprise
Minnesota
$7.37M -$949K -7,603 -11%
AllianceBernstein
68
AllianceBernstein
Tennessee
$6.72M -$295K -2,363 -5%
Cerity Partners
69
Cerity Partners
New York
$6.67M +$43.4K +348 +0.6%
First Trust Advisors
70
First Trust Advisors
Illinois
$6.46M +$4.72M +37,813 +232%
Swiss National Bank
71
Swiss National Bank
Switzerland
$6.27M -$49.9K -400 -0.8%
EIA
72
Emerald Investment Advisers
Pennsylvania
$5.58M +$5.83M +46,682 New
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$5.56M +$3.42M +27,420 +143%
FCM
74
FJ Capital Management
Virginia
$5.43M +$5.19M +41,569 +1,076%
Prudential Financial
75
Prudential Financial
New Jersey
$4.79M -$4.19M -33,580 -46%