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Palomar
PLMR

Overview Fund Activity

171 hedge funds and large institutions have $1.41B invested in Palomar in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
71
Reduced
67
Closed
18
Calls
$1.25M
Puts
$904K
Net Calls
+$347K
Net Calls Change
-$812K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
$16.2M
2
NCGI
Next Century Growth Investors
Minnesota
$7.27M
3
CIP
Champlain Investment Partners
Vermont
$58M
4
Morgan Stanley
Morgan Stanley
New York
$10.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$62M

Top Sellers

1
Millennium Management
Millennium Management
New York
$4.25M
2
N
Natixis
France
$0
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$19.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$3.18M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$5K +$282 +4 +6%
PFBT
152
Parkside Financial Bank & Trust
Missouri
$5K +$380 +6 +8%
QCG
153
Quadrant Capital Group
Ohio
$5K +$2.37K +37 +90%
PI
154
PEAK6 Investments
Illinois
$4.64K +$4.64K +80 New
TWA
155
TCI Wealth Advisors
Arizona
$4K – – –
Bessemer Group
156
Bessemer Group
New Jersey
$4K – – –
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$3K +$2.02K +39 +205%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +39 New
IA
159
IFP Advisors
Florida
$2K – – –
MCM
160
Manchester Capital Management
Vermont
$2K +$2K +26 New
JWA
161
JFS Wealth Advisors
Pennsylvania
$1K -$222 -2 -18%
C
162
Covestor
United Kingdom
$1K +$333 +3 +50%
GRP
163
Global Retirement Partners
California
$1K +$500 +5 +100%
PA
164
Parallel Advisors
California
$1K +$1K +11 New
LC
165
Lindbrook Capital
California
$1K +$1K +11 New
AF
166
Allworth Financial
California
$1K +$1K +18 New
N
167
Natixis
France
– -$9.05M -141,361 Closed
Holocene Advisors
168
Holocene Advisors
New York
– -$1.71M -26,717 Closed
Marshall Wace
169
Marshall Wace
United Kingdom
– -$1.31M -20,474 Closed
RJFSA
170
Raymond James Financial Services Advisors
Florida
– -$891K -13,930 Closed
DA
171
Duality Advisers
Florida
– -$809K -12,644 Closed
Squarepoint
172
Squarepoint
New York
– -$625K -9,769 Closed
JF
173
Jump Financial
Illinois
– -$587K -9,166 Closed
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
– -$450K -6,937 Closed
First Trust Advisors
175
First Trust Advisors
Illinois
– -$408K -6,381 Closed
4 5 6
7
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