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Palomar
PLMR

Overview Fund Activity

176 hedge funds and large institutions have $1.28B invested in Palomar in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
62
Reduced
73
Closed
17
Calls
$1.09M
Puts
$1.33M
Net Calls
-$239K
Net Calls Change
+$329K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$20.4M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.68M
3
SIMG
Stephens Investment Management Group
Texas
$56M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.76M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$9.12M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$18.2M
2
ACA
Atlas Capital Advisors
Wyoming
$12.1M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$55.2M
4
Axa
Axa
France
$3.03M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
151
Walleye Trading
New York
$25K +$25K +430 New
CSS
152
Cubist Systematic Strategies
Connecticut
$24.7K +$20.7K +356 +516%
PI
153
PineBridge Investments
New York
$24.6K +$24.6K +423 New
QL
154
Quarry LP
New York
$22.3K +$22.3K +384 New
SOW
155
State of Wyoming
Wyoming
$21.2K +$4.3K +74 +25%
US Bancorp
156
US Bancorp
Minnesota
$14.9K -$52.2K -899 -78%
FHA
157
First Horizon Advisors
Tennessee
$6.38K – – –
Group One Trading
158
Group One Trading
Illinois
$5.46K – – –
QCG
159
Quadrant Capital Group
Ohio
$5.46K +$929 +16 +21%
PI
160
PEAK6 Investments
Illinois
$4.64K +$4.64K +80 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$4.53K +$1.45K +25 +47%
PFBT
162
Parkside Financial Bank & Trust
Missouri
$2.96K +$174 +3 +6%
PA
163
Parallel Advisors
California
$1.51K +$58 +1 +4%
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$1.34K -$1.51K -26 -53%
RFG
165
RFP Financial Group
Georgia
$1.1K – – –
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$1.05K – – –
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$987 -$46K -793 -98%
JWA
168
JFS Wealth Advisors
Pennsylvania
$639 – – –
MCM
169
Manchester Capital Management
Vermont
$465 -$1.1K -19 -70%
LC
170
Lindbrook Capital
California
$348 -$1.57K -27 -82%
AWM
171
Abound Wealth Management
Tennessee
$291 +$291 +5 New
FFA
172
Farther Finance Advisors
California
$290 – – –
GWS
173
Glassman Wealth Services
Virginia
$290 – – –
SIC
174
SJS Investment Consulting
Ohio
$233 – – –
DI
175
Disciplined Investments
Oklahoma
$232 +$58 +1 +33%
4 5 6
7
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