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Palomar

274 hedge funds and large institutions have $2.27B invested in Palomar in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 18

235% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.16M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 64

25% more capital invested

Capital invested by funds: $1.82B → $2.27B (+$448M)

20% more funds holding

Funds holding: 228274 (+46)

1.55% more ownership

Funds ownership: 90.23%91.78% (+1.6%)

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
107
Reduced
64
Closed
18
Calls
$3.9M
Puts
$1.16M
Net Calls
+$2.74M
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
WG
126
Winton Group
United Kingdom
$1.16M -$127K -1,383 -10%
DT
127
Diversified Trust
Tennessee
$1.11M
N
128
Numerai
California
$1.06M -$586K -6,360 -36%
LS
129
Livforsakringsbolaget Skandia
Sweden
$1.06M -$9.21K -100 -0.9%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$1.01M +$980K +10,635 New
YCM
131
Yousif Capital Management
Michigan
$945K +$3.41K +37 +0.4%
SO
132
STRS Ohio
Ohio
$918K -$36.9K -400 -4%
MAM
133
Martingale Asset Management
Massachusetts
$910K +$276K +3,000 +45%
Calamos Advisors
134
Calamos Advisors
Illinois
$871K +$848K +9,199 New
IIM
135
INTECH Investment Management
Florida
$856K +$434K +4,714 +109%
MSRPS
136
Maryland State Retirement & Pension System
Maryland
$837K +$14K +152 +2%
NVIM
137
New Vernon Investment Management
Illinois
$835K +$813K +8,820 New
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$775K
Lazard Asset Management
139
Lazard Asset Management
New York
$765K -$376K -4,085 -34%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$760K -$17K -184 -2%
Credit Agricole
141
Credit Agricole
France
$750K +$729K +7,917 New
ETC
142
Exchange Traded Concepts
Oklahoma
$731K +$711K +7,719 New
AB
143
Amalgamated Bank
New York
$728K +$9.58K +104 +1%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$708K +$195K +2,118 +40%
TFA
145
Toth Financial Advisory
Virginia
$696K +$309K +3,350 +84%
ASRS
146
Arizona State Retirement System
Arizona
$679K +$19.9K +216 +3%
BHCM
147
Brevan Howard Capital Management
Jersey
$675K -$63.6K -690 -9%
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
$656K
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$635K -$104K -1,128 -14%
SSWM
150
Sheets Smith Wealth Management
North Carolina
$623K

PLMR Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2024, worth a combined $2.27B — up 25% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLMR positions and 18 closed out — a net gain of 47 holders — while 107 added to existing stakes and 64 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $25.9M. The largest seller was Sumitomo Mitsui Trust Group, cutting an estimated $19.1M.

  • 274 institutional investors held Palomar (PLMR) as of Q3 2024, up from 228 in Q2 2024.
  • Funds reported $2.27B of Palomar stock for Q3 2024, up 25% quarter-over-quarter.
  • 65 funds opened new Palomar positions in Q3 2024 and 18 closed out, a net change of +47 holders.
  • The largest Palomar buyer in Q3 2024 was Driehaus Capital Management, an estimated $25.9M added.
  • The largest Palomar seller in Q3 2024 was Sumitomo Mitsui Trust Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.