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Palomar
PLMR

Overview Fund Activity

189 hedge funds and large institutions have $2.09B invested in Palomar in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-7
Holders Change %
-3.57%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
75
Reduced
61
Closed
42
Calls
$14.4M
Puts
$13.8M
Net Calls
+$569K
Net Calls Change
-$2.67M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$51.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$42.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$42M
4
SDJVC
St. Denis J. Villere & Co
Louisiana
+$32.2M
5
N
Natixis
France
+$18.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.4M
3
NCGI
Next Century Growth Investors
Minnesota
-$27.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.3M
5
DCM
Driehaus Capital Management
Illinois
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
151
HSBC Holdings
United Kingdom
$232K +$232K +2,624 New
PA
152
Profund Advisors
Maryland
$223K +$223K +2,515 New
MSL
153
Mackay Shields LLC
New York
$222K +$222K +2,500 New
WF
154
Welch & Forbes
Massachusetts
$222K +$222K +2,500 New
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$210K – – –
OC
156
Oppenheimer & Co
New York
$202K +$12.7K +143 +7%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$191K +$39K +438 +26%
AIP
158
Ameritas Investment Partners
Nebraska
$151K – – –
US Bancorp
159
US Bancorp
Minnesota
$149K +$17.5K +196 +13%
PA
160
Parallel Advisors
California
$138K -$388K -4,355 -74%
CIM
161
Contravisory Investment Management
Massachusetts
$121K +$121K +1,358 New
TRCT
162
Tower Research Capital (TRC)
New York
$69K -$3.62M -40,339 -98%
AP
163
Atwood & Palmer
Missouri
$62K +$17.7K +200 +40%
VCG
164
Vantage Consulting Group
Virginia
$61K +$61K +682 New
FTDI
165
First Trust Direct Indexing
Massachusetts
$55K +$55K +616 New
DSC
166
Duncker Streett & Co
Missouri
$44K – – –
UMC
167
United Maritime Capital
New York
$28K +$28K +320 New
PAM
168
Panagora Asset Management
Massachusetts
$26K – – –
Osaic Holdings
169
Osaic Holdings
Arizona
$18K -$42.1K -489 -70%
AIM
170
Anchor Investment Management
South Carolina
$13.6K – – –
S
171
SignatureFD
Georgia
$8K – – –
CAAS
172
Capital Asset Advisory Services
Michigan
$7K +$7K +78 New
SWA
173
Sutton Wealth Advisors
Florida
$5.6K -$10.4K -117 -65%
FWM
174
Focused Wealth Management
New York
$4K – – –
SPIA
175
Steward Partners Investment Advisory
New York
$4K – – –
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7
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