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Palomar

383 hedge funds and large institutions have $3.76B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 140 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.72% more ownership

Funds ownership: 90.51%91.23% (+0.72%)

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
383
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
Man Group
76
Man Group
United Kingdom
$6.61M
CSS
77
Cubist Systematic Strategies
Connecticut
$6.6M
FMI
78
F/M Investments
District of Columbia
$6.55M
First Trust Advisors
79
First Trust Advisors
Illinois
$6.52M
AI
80
Axiom Investors
Connecticut
$6.51M
Connor, Clark & Lunn Investment Management (CC&L)
81
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.45M
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$6.19M
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$6.17M
Wells Fargo
84
Wells Fargo
California
$6.11M
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$6.03M
ACM
86
Aquatic Capital Management
Illinois
$5.85M
SC
87
Scholtz & Company
Connecticut
$5.8M
OCM
88
Osterweis Capital Management
California
$5.73M
HCA
89
Harbor Capital Advisors
Illinois
$5.64M
TC
90
TwinBeech Capital
New York
$5.64M
EGI
91
EAM Global Investors
California
$5.41M
Raymond James Financial
92
Raymond James Financial
Florida
$5.3M
Deutsche Bank
93
Deutsche Bank
Germany
$5.2M
Two Sigma Investments
94
Two Sigma Investments
New York
$5.17M
RS
95
Robeco Schweiz
Switzerland
$5.01M
Comerica Bank
96
Comerica Bank
Texas
$4.97M
TAM
97
Trillium Asset Management
Massachusetts
$4.77M
AG
98
Algert Global
California
$4.63M
Robeco Institutional Asset Management
99
Robeco Institutional Asset Management
Netherlands
$4.55M
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$4.38M