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Palomar
PLMR

Overview Fund Activity

186 hedge funds and large institutions have $1.93B invested in Palomar in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+15
Holders Change %
+8.77%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
73
Reduced
59
Closed
19
Calls
$2.11M
Puts
$2.09M
Net Calls
+$16K
Net Calls Change
-$331K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$66.9M
2
DCM
2
Driehaus Capital Management
Illinois
$45.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$17.1M
4
BlackRock
4
BlackRock
New York
$317M
5
RI
5
Redwood Investments
Massachusetts
$6.93M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$45.9M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$24.8M
4
KCM
4
Kornitzer Capital Management
Kansas
$15.2M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$84K -$14K -167 -14%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$83K +$23K +277 +38%
SOW
153
State of Wyoming
Wyoming
$75K +$50.4K +603 +205%
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$44K -$493K -5,780 -92%
S
155
SignatureFD
Georgia
$44K -$1.68K -20 -4%
SWA
156
Sutton Wealth Advisors
Florida
$42.2K +$167 +2 +0.4%
AP
157
Atwood & Palmer
Missouri
$38K -$16.9K -200 -31%
UBS Group
158
UBS Group
Switzerland
$32K +$31.6K +372 +7,440%
PA
159
Parallel Advisors
California
$31K +$30.1K +359 +3,264%
QCG
160
Quadrant Capital Group
Ohio
$22K +$15.5K +186 +238%
MA
161
MCF Advisors
Kentucky
$19K +$19K +226 New
AF
162
Allworth Financial
California
$13K +$11.5K +135 +750%
WFA
163
Wipfli Financial Advisors
Wisconsin
$13K +$13K +157 New
FHA
164
First Horizon Advisors
Tennessee
$11K -$1.64K -21 -13%
GIA
165
GHP Investment Advisors
Colorado
$9K +$1.51K +19 +20%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$8K – – –
PFBT
167
Parkside Financial Bank & Trust
Missouri
$7K – – –
Bessemer Group
168
Bessemer Group
New Jersey
$5K – – –
TWA
169
TCI Wealth Advisors
Arizona
$5K +$78 +1 +2%
HMS
170
Hanseatic Management Services
New Mexico
$5K +$5K +62 New
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
IA
172
IFP Advisors
Florida
$3K +$1K +10 +50%
Walleye Trading
173
Walleye Trading
New York
$3K +$3K +41 New
MCM
174
Manchester Capital Management
Vermont
$2K -$737 -7 -27%
GRP
175
Global Retirement Partners
California
$2K +$947 +9 +90%
4 5 6
7
8