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Palomar
PLMR

Overview Fund Activity

228 hedge funds and large institutions have $1.83B invested in Palomar in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
92
Reduced
73
Closed
24
Calls
$3.34M
Puts
$787K
Net Calls
+$2.55M
Net Calls Change
-$184K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$26.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$13.6M
3
FMI
F/M Investments
District of Columbia
+$11.9M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$9.17M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.61M

Top Sellers

1
SDJVC
St. Denis J. Villere & Co
Louisiana
-$20.6M
2
Prudential Financial
Prudential Financial
New Jersey
-$10.3M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$9.78M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$9.37M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
151
Avantax Advisory Services
Texas
$317K +$317K +3,905 New
GCM
152
Gallacher Capital Management
Colorado
$309K +$309K +3,804 New
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$307K +$71.7K +883 +30%
ProShare Advisors
154
ProShare Advisors
Maryland
$306K -$94K -1,158 -24%
OQS
155
Occudo Quantitative Strategies
Florida
$293K -$482K -5,938 -62%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$291K -$82.3K -1,014 -22%
PP
157
PDT Partners
New York
$255K -$81 -1 -0%
DWM
158
Dakota Wealth Management
Florida
$246K -$15K -185 -6%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$243K +$325 +4 +0.1%
AI
160
Atria Investments
North Carolina
$239K +$239K +2,942 New
Russell Investments Group
161
Russell Investments Group
United Kingdom
$222K +$219K +2,702 +8,716%
CWP
162
Cyndeo Wealth Partners
Florida
$218K – – –
Creative Planning
163
Creative Planning
Kansas
$213K +$16K +197 +8%
Royal Bank of Canada
164
Royal Bank of Canada
Ontario, Canada
$213K +$128K +1,576 +151%
OAC
165
OMERS Administration Corp
Ontario, Canada
$203K +$203K +2,500 New
AIP
166
Ameritas Investment Partners
Nebraska
$197K – – –
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$192K – – –
US Bancorp
168
US Bancorp
Minnesota
$145K +$108K +1,332 +294%
DekaBank Deutsche Girozentrale
169
DekaBank Deutsche Girozentrale
Germany
$143K +$86.3K +1,073 +152%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$130K +$17.6K +217 +16%
GC
171
Globeflex Capital
California
$130K +$130K +1,600 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$124K +$50K +616 +68%
QCG
173
Quadrant Capital Group
Ohio
$83.7K +$18.7K +230 +29%
C
174
Covestor
United Kingdom
$73K -$23.5K -288 -24%
AAM
175
Advisors Asset Management
Colorado
$70.8K +$11.1K +137 +19%
5 6
7
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