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Palomar
PLMR

Overview Fund Activity

176 hedge funds and large institutions have $1.28B invested in Palomar in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
62
Reduced
73
Closed
17
Calls
$1.09M
Puts
$1.33M
Net Calls
-$239K
Net Calls Change
+$329K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$20.4M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.68M
3
SIMG
Stephens Investment Management Group
Texas
$56M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.76M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$9.12M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$18.2M
2
ACA
Atlas Capital Advisors
Wyoming
$12.1M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$55.2M
4
Axa
Axa
France
$3.03M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$313K +$11.5K +198 +4%
ECM
127
ExodusPoint Capital Management
New York
$311K +$311K +5,356 New
Bessemer Group
128
Bessemer Group
New Jersey
$296K +$293K +5,057 +8,428%
MOACM
129
Mutual of America Capital Management
New York
$282K -$19.7K -340 -7%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$275K +$65.5K +1,129 +31%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$269K +$269K +4,507 New
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$232K – – –
Walleye Capital
133
Walleye Capital
New York
$224K +$224K +3,857 New
ProShare Advisors
134
ProShare Advisors
Maryland
$222K +$222K +3,823 New
ECM
135
Everence Capital Management
Indiana
$210K – – –
QT
136
Quantbot Technologies
New York
$204K +$204K +3,521 New
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$137K – – –
Osaic Holdings
138
Osaic Holdings
Arizona
$130K +$24K +413 +23%
KBC Group
139
KBC Group
Belgium
$117K -$7.63K -131 -6%
AIP
140
Ameritas Investment Partners
Nebraska
$112K – – –
BBHC
141
Brown Brothers Harriman & Co
New York
$104K – – –
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$100K -$7.51K -130 -7%
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$100K +$8.94K +154 +10%
C
144
Covestor
United Kingdom
$86K -$11K -190 -11%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$79.2K +$79.2K +1,364 New
Lazard Asset Management
146
Lazard Asset Management
New York
$46K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$37.6K -$12.5K -216 -25%
S
148
SignatureFD
Georgia
$30.7K -$2.21K -38 -7%
TRCT
149
Tower Research Capital (TRC)
New York
$30.5K -$4.06K -70 -12%
AP
150
Atwood & Palmer
Missouri
$26.1K – – –
4 5
6
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