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Palomar
PLMR

Overview Fund Activity

176 hedge funds and large institutions have $1.25B invested in Palomar in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 32 closing their positions.

Holders
176
Holders Change
-16
Holders Change %
-8.33%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
78
Reduced
64
Closed
32
Calls
$1.03M
Puts
$1.6M
Net Calls
-$568K
Net Calls Change
-$1.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$41.3M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$14M
3
SIMG
3
Stephens Investment Management Group
Texas
$47.2M
4
CIP
4
Champlain Investment Partners
Vermont
$54.8M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$57.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$996K
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$9.42M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
EA
4
Emerald Advisers
Pennsylvania
$23.7M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$3.81K
Name Market Value Shares Shares
Change 		Shares
Change %
PB
151
Pinnacle Bancorp
Nebraska
$11.4K 206 +206 New
FHA
152
First Horizon Advisors
Tennessee
$6.07K 110 +24 +28%
Group One Trading
153
Group One Trading
Illinois
$5.19K 94 -106 -53%
QCG
154
Quadrant Capital Group
Ohio
$4.31K 78 -90 -54%
CSS
155
Cubist Systematic Strategies
Connecticut
$3.81K 69 -88,646 -100%
Bessemer Group
156
Bessemer Group
New Jersey
$3K 60 -209 -78%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$2.93K 53 -29 -35%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$2.71K 49 +36 +277%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$2.65K 48 -46 -49%
LC
160
Lindbrook Capital
California
$1.82K 33 – –
MCM
161
Manchester Capital Management
Vermont
$1.49K 27 +2 +8%
PA
162
Parallel Advisors
California
$1.38K 25 +7 +39%
RFG
163
RFP Financial Group
Georgia
$1.05K 19 – –
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$994 18 – –
Creative Planning
165
Creative Planning
Kansas
$884 16 +16 New
JWA
166
JFS Wealth Advisors
Pennsylvania
$608 11 +2 +22%
SC
167
Schubert & Co
Texas
$497 9 +2 +29%
BIA
168
Bell Investment Advisors
California
$497 9 +9 New
GWS
169
Glassman Wealth Services
Virginia
$276 5 -13 -72%
FFA
170
Farther Finance Advisors
California
$276 5 – –
SIC
171
SJS Investment Consulting
Ohio
$221 4 -1 -20%
AF
172
Advisornet Financial
Minnesota
$221 4 +4 New
ECM
173
Everence Capital Management
Indiana
$213 3,850 +3,850 New
DI
174
Disciplined Investments
Oklahoma
$166 3 +1 +50%
TWA
175
TCI Wealth Advisors
Arizona
$56 1 +1 New
5 6
7
8 9