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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
Canada Life
101
Canada Life
Manitoba, Canada
$4.15M
UBS Group
102
UBS Group
Switzerland
$3.96M
Citigroup
103
Citigroup
New York
$3.87M
EI
104
EAM Investors
California
$3.82M
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$3.73M
QT
106
Quantbot Technologies
New York
$3.66M
Los Angeles Capital Management
107
Los Angeles Capital Management
California
$3.54M
Russell Investments Group
108
Russell Investments Group
United Kingdom
$3.53M
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$3.5M
Norges Bank
110
Norges Bank
Norway
$3.44M
LPL Financial
111
LPL Financial
California
$3.43M
Millennium Management
112
Millennium Management
New York
$3.33M
Allianz Asset Management
113
Allianz Asset Management
Germany
$3.28M
Amundi
114
Amundi
France
$3.21M
BA
115
Bridgewater Associates
Connecticut
$3.09M
NVIM
116
New Vernon Investment Management
Illinois
$3.06M
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$2.93M
CIA
118
Concurrent Investment Advisors
Florida
$2.84M
WG
119
Winton Group
United Kingdom
$2.81M
HighTower Advisors
120
HighTower Advisors
Illinois
$2.8M
RP
121
Riverwater Partners
Wisconsin
$2.78M
AQR Capital Management
122
AQR Capital Management
Connecticut
$2.62M
CAG
123
Crestwood Advisors Group
Massachusetts
$2.53M
SOADOR
124
State of Alaska Department of Revenue
Alaska
$2.45M
FCM
125
FJ Capital Management
Virginia
$2.44M