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Palomar
PLMR

Overview Fund Activity

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
Holders
176
Holders Change
-16
Holders Change %
-8.33%
% of All Funds
2.82%
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
$1.6M
Net Calls
-$568K
Net Calls Change
-$1.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$41.3M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$14M
3
SIMG
Stephens Investment Management Group
Texas
$47.2M
4
CIP
Champlain Investment Partners
Vermont
$54.8M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$57.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
$996K
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$9.42M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
4
EA
Emerald Advisers
Pennsylvania
$23.7M
5
CSS
Cubist Systematic Strategies
Connecticut
$3.81K
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$295K +$81.6K +1,478 +38%
MOACM
127
Mutual of America Capital Management
New York
$287K -$5.13K -93 -2%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$286K -$4.53K -82 -2%
Citadel Advisors
129
Citadel Advisors
Florida
$227K -$2.81M -50,888 -93%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$222K -$102K -1,838 -31%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$221K +$221K +4,000 New
Allspring Global Investments
132
Allspring Global Investments
North Carolina
$199K +$40.8K +739 +26%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$130K – – –
BAM
134
Belpointe Asset Management
Nevada
$127K +$91.1K +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 -$12.8K -232 -11%
DFCM
138
Dark Forest Capital Management
Puerto Rico
$102K +$89.4K +1,620 +711%
Osaic Holdings
139
Osaic Holdings
Arizona
$101K +$24.5K +444 +32%
BBHC
140
Brown Brothers Harriman & Co
New York
$99.4K – – –
C
141
Covestor
United Kingdom
$92K +$38.6K +700 +72%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$87K -$138K -2,486 -61%
US Bancorp
143
US Bancorp
Minnesota
$63.8K +$7.89K +143 +14%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$47.7K +$22.6K +409 +90%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$45K -$22.5K -405 -33%
Lazard Asset Management
146
Lazard Asset Management
New York
$44K -$58.8K -1,078 -57%
TRCT
147
Tower Research Capital (TRC)
New York
$33K -$159K -2,875 -83%
S
148
SignatureFD
Georgia
$31.3K +$1.27K +23 +4%
AP
149
Atwood & Palmer
Missouri
$24.8K – – –
SOW
150
State of Wyoming
Wyoming
$16.1K -$7.45K -135 -32%
4 5
6
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