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Palomar
PLMR

Overview Fund Activity

179 hedge funds and large institutions have $1.12B invested in Palomar in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+3
Holders Change %
+1.7%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
64
Reduced
74
Closed
16
Calls
$1.53M
Puts
$2.35M
Net Calls
-$827K
Net Calls Change
-$588K

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.3M
3
CIP
Champlain Investment Partners
Vermont
$56.9M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22M
5
Millennium Management
Millennium Management
New York
$3.98M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$17.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.52M
3
ACA
Atlas Capital Advisors
Wyoming
$6.86M
4
American Century Companies
American Century Companies
Missouri
$14.4M
5
SDJVC
St. Denis J. Villere & Co
Louisiana
$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$33.1K +$254 +5 +0.8%
SOW
152
State of Wyoming
Wyoming
$27.1K +$8.48K +167 +46%
AP
153
Atwood & Palmer
Missouri
$22.8K – – –
US Bancorp
154
US Bancorp
Minnesota
$19.2K +$6.19K +122 +47%
QT
155
Quantbot Technologies
New York
$19.1K -$160K -3,144 -89%
S
156
SignatureFD
Georgia
$18.9K -$7.97K -157 -30%
NS
157
NBC Securities
Alabama
$13K +$13K +265 New
FHA
158
First Horizon Advisors
Tennessee
$7.56K +$1.98K +39 +35%
OA
159
Operose Advisors
Wisconsin
$5.89K +$5.89K +116 New
HCM
160
Hollencrest Capital Management
California
$5.08K +$5.08K +100 New
Group One Trading
161
Group One Trading
Illinois
$4.77K – – –
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$3.96K – – –
PFBT
163
Parkside Financial Bank & Trust
Missouri
$1.27K -$1.32K -26 -51%
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$1.02K +$102 +2 +11%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$1.02K +$152 +3 +18%
CSS
166
Cubist Systematic Strategies
Connecticut
$964 -$20.6K -406 -96%
PA
167
Parallel Advisors
California
$964 -$355 -7 -27%
RFG
168
RFP Financial Group
Georgia
$964 – – –
LC
169
Lindbrook Capital
California
$964 +$660 +13 +217%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$914 -$254 -5 -22%
JWA
171
JFS Wealth Advisors
Pennsylvania
$457 -$102 -2 -18%
MCM
172
Manchester Capital Management
Vermont
$406 – – –
First Manhattan
173
First Manhattan
New York
$406 +$406 +8 New
PWMG
174
Prestige Wealth Management Group
New Jersey
$305 +$305 +6 New
FFA
175
Farther Finance Advisors
California
$254 – – –
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