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Palomar

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.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $1.02B → $1.25B (+$228M)

22% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 90.88%90.63% (-0.25%)

8% less funds holding

Funds holding: 192176 (-16)

36% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.59M

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

Holders
176
Holders Change
-16
Holders Change %
-8.33%
% of All Funds
2.8%
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
$1.59M
Net Calls
-$568K
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
151
Pinnacle Bancorp
Nebraska
$11.4K +$11K +206 New
FHA
152
First Horizon Advisors
Tennessee
$6.07K +$1.29K +24 +28%
Group One Trading
153
Group One Trading
Illinois
$5.19K -$5.68K -106 -53%
QCG
154
Quadrant Capital Group
Ohio
$4.31K -$4.82K -90 -54%
CSS
155
Cubist Systematic Strategies
Connecticut
$3.81K -$4.75M -88,646 -100%
Bessemer Group
156
Bessemer Group
New Jersey
$3K -$11.2K -209 -78%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$2.93K -$1.55K -29 -35%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$2.71K +$1.93K +36 +277%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$2.65K -$2.47K -46 -49%
LC
160
Lindbrook Capital
California
$1.82K
MCM
161
Manchester Capital Management
Vermont
$1.49K +$107 +2 +8%
PA
162
Parallel Advisors
California
$1.38K +$375 +7 +39%
RFG
163
RFP Financial Group
Georgia
$1.05K
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$994
Creative Planning
165
Creative Planning
Kansas
$884 +$858 +16 New
JWA
166
JFS Wealth Advisors
Pennsylvania
$608 +$107 +2 +22%
SC
167
Schubert & Co
Texas
$497 +$107 +2 +29%
BIA
168
Bell Investment Advisors
California
$497 +$482 +9 New
GWS
169
Glassman Wealth Services
Virginia
$276 -$697 -13 -72%
FFA
170
Farther Finance Advisors
California
$276
SIC
171
SJS Investment Consulting
Ohio
$221 -$54 -1 -20%
AF
172
Advisornet Financial
Minnesota
$221 +$214 +4 New
ECM
173
Everence Capital Management
Indiana
$213 +$206K +3,850 New
DI
174
Disciplined Investments
Oklahoma
$166 +$54 +1 +50%
TWA
175
TCI Wealth Advisors
Arizona
$56 +$54 +1 New

PLMR Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2023, worth a combined $1.25B — up 22% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PLMR and 17 opened new positions — a net loss of 15 holders — while 64 trimmed existing stakes and 78 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $13.7M. The largest seller was Millennium Management, cutting an estimated $10M.

  • 176 institutional investors held Palomar (PLMR) as of Q1 2023, down from 192 in Q4 2022.
  • Funds reported $1.25B of Palomar stock for Q1 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Palomar positions in Q1 2023 and 32 closed out, a net change of -15 holders.
  • The largest Palomar buyer in Q1 2023 was T. Rowe Price Associates, an estimated $13.7M added.
  • The largest Palomar seller in Q1 2023 was Millennium Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.