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Palomar
PLMR

98 hedge funds and large institutions have $512M invested in Palomar in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

231% more capital invested

Capital invested by funds: $154M → $512M (+$358M)

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

48% more funds holding

Funds holding: 66 → 98 (+32)

28.63% more ownership

Funds ownership: 26.46% → 55.09% (+29%)

Holders
98
Holders Change
+32
Holders Change %
+48.48%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
33
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$39.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$24.1M
3
SIMG
Stephens Investment Management Group
Texas
+$17.1M
4
PCM
Peregrine Capital Management
Minnesota
+$14.1M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$5.04M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.41M
3
ClearBridge Investments
ClearBridge Investments
New York
-$1.81M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.78M
5
OTIP
One Tusk Investment Partners
New York
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
76
Wells Fargo
California
$276K +$217K +6,947 +16,156%
Jane Street
77
Jane Street
New York
$249K -$208K -6,667 -51%
Citadel Advisors
78
Citadel Advisors
Florida
$234K -$102K -3,253 -35%
Federated Hermes
79
Federated Hermes
Pennsylvania
$201K +$159K +5,097 New
UBS Group
80
UBS Group
Switzerland
$197K +$124K +3,963 +387%
AIG
81
American International Group
New York
$146K +$3.4K +109 +3%
Barclays
82
Barclays
United Kingdom
$114K -$25.6K -821 -22%
CSS
83
Cubist Systematic Strategies
Connecticut
$90K -$223K -7,146 -76%
Deutsche Bank
84
Deutsche Bank
Germany
$79K -$71.2K -2,279 -52%
Victory Capital Management
85
Victory Capital Management
Texas
$63K +$50.1K +1,606 New
SO
86
STRS Ohio
Ohio
$59K – – –
AP
87
Atwood & Palmer
Missouri
$39K +$31.2K +1,000 New
Legal & General Group
88
Legal & General Group
United Kingdom
$37K – – –
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$33K +$25.6K +820 +5,125%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$28.2K +$21.9K +701 +4,673%
AIP
91
Ameritas Investment Partners
Nebraska
$20K – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$20K +$1.31K +42 +9%
CCA
93
Catalyst Capital Advisors
New York
$14K – – –
GRP
94
Global Retirement Partners
California
$14K – – –
Citigroup
95
Citigroup
New York
$12K -$88.4K -2,830 -91%
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$8K +$6.71K +215 New
Marshall Wace
97
Marshall Wace
United Kingdom
$6K +$4.71K +151 New
FHA
98
First Horizon Advisors
Tennessee
$4K +$3.22K +103 New
Alyeska Investment Group
99
Alyeska Investment Group
Illinois
– -$2.41M -100,153 Closed
DIM
100
DC Investments Management
Virginia
– -$760K -31,596 Closed
1 2 3
4
5

PLMR Hedge Fund Activity: Q3 2019 in Review

98 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2019, worth a combined $512M — up 231% from $154M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PLMR positions and 6 closed out — a net gain of 32 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $39.6M. The largest seller was Ameriprise, cutting an estimated $5.04M.

  • 98 institutional investors held Palomar (PLMR) as of Q3 2019, up from 66 in Q2 2019.
  • Funds reported $512M of Palomar stock for Q3 2019, up 231% quarter-over-quarter.
  • 38 funds opened new Palomar positions in Q3 2019 and 6 closed out, a net change of +32 holders.
  • The largest Palomar buyer in Q3 2019 was T. Rowe Price Associates, an estimated $39.6M added.
  • The largest Palomar seller in Q3 2019 was Ameriprise, an estimated $5.04M sold.

Based on aggregated 13F filings for Q3 2019.