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Palomar

345 hedge funds and large institutions have $2.77B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 134 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less capital invested

Capital invested by funds: $3.76B → $2.77B (-$991M)

37% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 79

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.06M
Puts
$4.41M
Net Calls
Net Calls Change

Top Sellers

1 -$73.3M
2 -$52.1M
3 -$49.7M
4
Axa
Axa
France
-$37.4M
5
Macquarie Group
Macquarie Group
Australia
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Scholtz & Company
Connecticut
$5.09M
Connor, Clark & Lunn Investment Management (CC&L)
77
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.06M
First Trust Advisors
78
First Trust Advisors
Illinois
$4.93M
FMI
79
F/M Investments
District of Columbia
$4.92M
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$4.63M
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$4.46M
IIM
82
INTECH Investment Management
Florida
$4.32M
YIH
83
Y-Intercept (HK)
Hong Kong
$4.26M
ACM
84
Aquatic Capital Management
Illinois
$4.14M
AG
85
Algert Global
California
$4.13M
Two Sigma Investments
86
Two Sigma Investments
New York
$4.02M
TC
87
TwinBeech Capital
New York
$3.98M
RS
88
Robeco Schweiz
Switzerland
$3.79M
Wells Fargo
89
Wells Fargo
California
$3.63M
AI
90
Axiom Investors
Connecticut
$3.58M
BA
91
Bridgewater Associates
Connecticut
$3.54M
TAM
92
Trillium Asset Management
Massachusetts
$3.54M
EGM
93
Engineers Gate Manager
New York
$3.45M
NIP
94
Nicholas Investment Partners
California
$3.33M
Canada Life
95
Canada Life
Manitoba, Canada
$3.14M
Raymond James Financial
96
Raymond James Financial
Florida
$3.03M
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
$2.93M
QT
98
Quantbot Technologies
New York
$2.9M
Squarepoint
99
Squarepoint
New York
$2.87M
Osaic Holdings
100
Osaic Holdings
Arizona
$2.86M