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Palomar
PLMR

Overview Fund Activity

192 hedge funds and large institutions have $1.02B invested in Palomar in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
73
Reduced
70
Closed
27
Calls
$926K
Puts
$95K
Net Calls
+$831K
Net Calls Change
+$815K

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$16.1M
2
ACA
2
Atlas Capital Advisors
Wyoming
$16.5M
3
Millennium Management
3
Millennium Management
New York
$9.26M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$54.2M
5
RI
5
Redwood Investments
Massachusetts
$8.44M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$4.1M
3
NCGI
3
Next Century Growth Investors
Minnesota
$0
4
SIMG
4
Stephens Investment Management Group
Texas
$32.9M
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
151
Brown Brothers Harriman & Co
New York
$81.3K +$81.3K +1,800 New
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$67.9K +$3.79K +84 +6%
Wells Fargo
153
Wells Fargo
California
$66.2K -$39.3K -870 -37%
Osaic Holdings
154
Osaic Holdings
Arizona
$61.5K -$31.6K -708 -34%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$55K -$45 -1 -0.1%
Amundi
156
Amundi
France
$46.1K -$38.4K -761 -45%
US Bancorp
157
US Bancorp
Minnesota
$45.7K +$632 +14 +1%
UBS Group
158
UBS Group
Switzerland
$44.8K +$27.8K +615 +163%
C
159
Covestor
United Kingdom
$44K +$43.8K +965 +24,125%
BAM
160
Belpointe Asset Management
Nevada
$29.6K -$75.4K -1,670 -72%
S
161
SignatureFD
Georgia
$24.6K +$858 +19 +4%
SWA
162
Sutton Wealth Advisors
Florida
$23.1K +$361 +8 +2%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$20.5K -$24.6K -544 -54%
QL
164
Quarry LP
New York
$20.4K +$20.4K +452 New
AP
165
Atwood & Palmer
Missouri
$20.3K – – –
SOW
166
State of Wyoming
Wyoming
$19.3K -$21.2K -470 -52%
Jones Financial Companies
167
Jones Financial Companies
Missouri
$14K +$14K +300 New
Dimensional Fund Advisors
168
Dimensional Fund Advisors
Texas
$12.5K +$775 +17,168 +7%
Bessemer Group
169
Bessemer Group
New Jersey
$12K +$9.32K +209 +348%
DFCM
170
Dark Forest Capital Management
Puerto Rico
$10.3K +$10.3K +228 New
Group One Trading
171
Group One Trading
Illinois
$9.03K +$9.03K +200 New
QCG
172
Quadrant Capital Group
Ohio
$7.59K -$4.34K -96 -36%
NA
173
NewEdge Advisors
Louisiana
$6.19K +$6.19K +137 New
PFBT
174
Parkside Financial Bank & Trust
Missouri
$4.25K +$677 +15 +19%
FHA
175
First Horizon Advisors
Tennessee
$3.88K -$2.48K -55 -39%
5 6
7
8 9