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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
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$295K +$79.2K +1,478 +38%
MOACM
127
Mutual of America Capital Management
New York
$287K -$4.99K -93 -2%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$286K -$4.39K -82 -2%
Citadel Advisors
129
Citadel Advisors
Florida
$227K -$2.73M -50,888 -93%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$222K -$98.5K -1,838 -31%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$221K +$214K +4,000 New
Allspring Global Investments
132
Allspring Global Investments
North Carolina
$199K +$39.6K +739 +26%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$130K
BAM
134
Belpointe Asset Management
Nevada
$127K +$88.4K +1,650 +252%
KBC Group
135
KBC Group
Belgium
$118K
AIP
136
Ameritas Investment Partners
Nebraska
$106K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$103K -$12.4K -232 -11%
DFCM
138
Dark Forest Capital Management
Puerto Rico
$102K +$86.8K +1,620 +711%
Osaic Holdings
139
Osaic Holdings
Arizona
$101K +$23.8K +444 +32%
BBHC
140
Brown Brothers Harriman & Co
New York
$99.4K
C
141
Covestor
United Kingdom
$92K +$37.5K +700 +72%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$87K -$133K -2,486 -61%
US Bancorp
143
US Bancorp
Minnesota
$63.8K +$7.67K +143 +14%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$47.7K +$21.9K +409 +90%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$45K -$21.7K -405 -33%
Lazard Asset Management
146
Lazard Asset Management
New York
$44K -$57.8K -1,078 -57%
TRCT
147
Tower Research Capital (TRC)
New York
$33K -$154K -2,875 -83%
S
148
SignatureFD
Georgia
$31.3K +$1.23K +23 +4%
AP
149
Atwood & Palmer
Missouri
$24.8K
SOW
150
State of Wyoming
Wyoming
$16.1K -$7.24K -135 -32%

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.