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Palomar

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

3% more capital invested

Capital invested by funds: $1.25B → $1.28B (+$33.9M)

0% more funds holding

Funds holding: 176176 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1.81% less ownership

Funds ownership: 90.63%88.82% (-1.8%)

15% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 73

18% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $1.33M

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
2.76%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
151
Walleye Trading
New York
$25K +$23K +430 New
CSS
152
Cubist Systematic Strategies
Connecticut
$24.7K +$19K +356 +516%
PI
153
PineBridge Investments
New York
$24.6K +$22.6K +423 New
QL
154
Quarry LP
New York
$22.3K +$20.5K +384 New
SOW
155
State of Wyoming
Wyoming
$21.2K +$3.96K +74 +25%
US Bancorp
156
US Bancorp
Minnesota
$14.9K -$48.1K -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 +$856 +16 +21%
PI
160
PEAK6 Investments
Illinois
$4.64K +$4.28K +80 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$4.53K +$1.34K +25 +47%
PFBT
162
Parkside Financial Bank & Trust
Missouri
$2.96K +$160 +3 +6%
PA
163
Parallel Advisors
California
$1.51K +$53 +1 +4%
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$1.33K -$1.39K -26 -53%
RFG
165
RFP Financial Group
Georgia
$1.1K
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$1.04K
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$987 -$42.4K -793 -98%
JWA
168
JFS Wealth Advisors
Pennsylvania
$639
MCM
169
Manchester Capital Management
Vermont
$465 -$1.02K -19 -70%
LC
170
Lindbrook Capital
California
$348 -$1.44K -27 -82%
AWM
171
Abound Wealth Management
Tennessee
$291 +$267 +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 +$53 +1 +33%

PLMR Hedge Fund Activity: Q2 2023 in Review

176 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2023, worth a combined $1.28B — up 2.7% from $1.25B a quarter earlier.

Fund positioning in PLMR was balanced in Q2 2023: 17 funds opened new positions, 17 closed out, 62 added to existing stakes and 73 trimmed.

The largest buyer was American Century Companies, adding an estimated $17.9M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $48.5M.

  • 176 institutional investors held Palomar (PLMR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.28B of Palomar stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 17 funds opened new Palomar positions in Q2 2023 and 17 closed out, a net change of 0 holders.
  • The largest Palomar buyer in Q2 2023 was American Century Companies, an estimated $17.9M added.
  • The largest Palomar seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2023.