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Palomar
PLMR

Overview Fund Activity

381 hedge funds and large institutions have $3.75B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
88
Increased
139
Reduced
123
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M

Top Buyers

1
Invesco
1
Invesco
Georgia
$123M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$76.7M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$38.6M
4
A
4
AustralianSuper
Australia
$37.3M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.5M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$51.3M
2
AIM
2
Artemis Investment Management
United Kingdom
$49.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$62.9M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
FGP
5
Freestone Grove Partners
California
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$1.56M +$39.7K +257 +3%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$1.56M +$311K +2,017 +25%
YCM
153
Yousif Capital Management
Michigan
$1.55M +$31.6K +205 +2%
KPWS
154
Kestra Private Wealth Services
Texas
$1.52M +$429K +2,784 +39%
BCI
155
Brinker Capital Investments
Pennsylvania
$1.52M +$540K +3,500 +55%
CC
156
Centiva Capital
New York
$1.47M +$1.06M +6,869 +257%
Tudor Investment Corp
157
Tudor Investment Corp
Connecticut
$1.39M +$1.39M +9,024 New
PFM
158
Premier Fund Managers
United Kingdom
$1.36M -$1.18M -7,665 -46%
IQI
159
Integrated Quantitative Investments
Washington
$1.34M -$247K -1,602 -16%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$1.33M +$235K +1,524 +22%
LCGC
161
Legacy Capital Group California
California
$1.33M +$1.33M +8,590 New
AWM
162
Axxcess Wealth Management
California
$1.3M +$1.3M +8,430 New
CPC
163
Cookson Peirce & Co
Pennsylvania
$1.29M +$96.3K +624 +8%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$1.26M -$4.17M -27,037 -77%
CIS
165
Custom Index Systems
New York
$1.26M +$61.7K +400 +5%
Verition Fund Management
166
Verition Fund Management
Connecticut
$1.24M +$529K +3,431 +75%
MSRPS
167
Maryland State Retirement & Pension System
Maryland
$1.21M +$17.4K +113 +1%
TI
168
Tidal Investments
Wisconsin
$1.2M +$380K +2,461 +46%
ASRS
169
Arizona State Retirement System
Arizona
$1.2M +$30.4K +197 +3%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$1.19M +$587K +3,804 +97%
HIS
171
Horizon Investment Services
Indiana
$1.19M -$329K -2,130 -22%
SO
172
STRS Ohio
Ohio
$1.19M -$77.1K -500 -6%
TRSOTSOK
173
Teachers Retirement System of the State of Kentucky
Kentucky
$1.18M -$81.3K -527 -6%
AB
174
Amalgamated Bank
New York
$1.17M +$7.87K +51 +0.7%
GIM
175
Glenmede Investment Management
Pennsylvania
$1.09M +$1.09M +7,071 New
5 6
7
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