We are live on ! Find out more
PLMR icon

Palomar

176 hedge funds and large institutions have $1.25B invested in Palomar in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $1.02B → $1.25B (+$228M)

22% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 90.88%90.63% (-0.25%)

8% less funds holding

Funds holding: 192176 (-16)

36% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.59M

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

Holders
176
Holders Change
-16
Holders Change %
-8.33%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
78
Reduced
64
Closed
32
Calls
$1.03M
Puts
$1.59M
Net Calls
-$568K
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$616K +$598K +11,163 New
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$590K +$15.7K +292 +3%
PAM
103
Panagora Asset Management
Massachusetts
$571K
YC
104
Yarbrough Capital
Tennessee
$567K
DA
105
Duality Advisers
Florida
$562K -$169K -3,158 -24%
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$561K -$14.8K -276 -3%
CIA
107
Capital Impact Advisors
Massachusetts
$543K -$145K -2,697 -22%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$542K +$2.31K +43 +0.4%
Stifel Financial
109
Stifel Financial
Missouri
$525K -$3.54K -66 -0.7%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$487K +$152K +2,844 +48%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$477K
TI
112
Trexquant Investment
Connecticut
$473K -$500K -9,327 -52%
SG Americas Securities
113
SG Americas Securities
New York
$463K +$449K +8,385 New
Victory Capital Management
114
Victory Capital Management
Texas
$456K -$47.4K -884 -10%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$446K -$15.9K -296 -4%
PFO
116
Pathstone Family Office
New Jersey
$440K +$426K +7,948 New
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$427K
UBS Group
118
UBS Group
Switzerland
$419K +$354K +6,605 +666%
ASRS
119
Arizona State Retirement System
Arizona
$404K +$10.1K +188 +3%
HAIM
120
Hunter Associates Investment Management
Pennsylvania
$397K +$388K +7,232 New
AQR Capital Management
121
AQR Capital Management
Connecticut
$397K +$385K +7,188 New
First Trust Advisors
122
First Trust Advisors
Illinois
$391K -$2.05M -38,301 -84%
Wells Fargo
123
Wells Fargo
California
$366K +$277K +5,166 +353%
Los Angeles Capital Management
124
Los Angeles Capital Management
California
$343K +$333K +6,207 New
DT
125
Diversified Trust
Tennessee
$324K +$38.9K +725 +14%

PLMR Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2023, worth a combined $1.25B — up 22% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PLMR and 17 opened new positions — a net loss of 15 holders — while 64 trimmed existing stakes and 78 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $13.7M. The largest seller was Millennium Management, cutting an estimated $10M.

  • 176 institutional investors held Palomar (PLMR) as of Q1 2023, down from 192 in Q4 2022.
  • Funds reported $1.25B of Palomar stock for Q1 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Palomar positions in Q1 2023 and 32 closed out, a net change of -15 holders.
  • The largest Palomar buyer in Q1 2023 was T. Rowe Price Associates, an estimated $13.7M added.
  • The largest Palomar seller in Q1 2023 was Millennium Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.