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Palomar

274 hedge funds and large institutions have $2.27B invested in Palomar in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 18

235% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.16M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 64

25% more capital invested

Capital invested by funds: $1.82B → $2.27B (+$448M)

20% more funds holding

Funds holding: 228274 (+46)

1.55% more ownership

Funds ownership: 90.23%91.78% (+1.6%)

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
107
Reduced
64
Closed
18
Calls
$3.9M
Puts
$1.16M
Net Calls
+$2.74M
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$617K +$601K +6,521 New
Allianz Asset Management
152
Allianz Asset Management
Germany
$606K -$3.57M -38,704 -86%
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$587K +$14.3K +155 +3%
Simplex Trading
154
Simplex Trading
Illinois
$575K +$194K +2,109 +53%
ACM
155
Aquatic Capital Management
Illinois
$559K +$544K +5,900 New
PP
156
PDT Partners
New York
$551K +$246K +2,671 +85%
MWM
157
Moran Wealth Management
Florida
$547K +$533K +5,782 New
DTL
158
Dynamic Technology Lab
Singapore
$543K +$528K +5,735 New
AAS
159
Avantax Advisory Services
Texas
$539K +$165K +1,787 +46%
Two Sigma Advisers
160
Two Sigma Advisers
New York
$530K -$488K -5,300 -49%
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$530K +$20.9K +227 +4%
LCM
162
Legato Capital Management
California
$519K +$505K +5,484 New
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$519K -$30.5K -331 -6%
YC
164
Yarbrough Capital
Tennessee
$507K
DM
165
Deerfield Management
New York
$501K +$488K +5,292 New
Truist Financial
166
Truist Financial
North Carolina
$489K -$47.5K -515 -9%
ProShare Advisors
167
ProShare Advisors
Maryland
$487K +$127K +1,374 +36%
YIH
168
Y-Intercept (HK)
Hong Kong
$470K -$34K -369 -7%
OAM
169
Oppenheimer Asset Management
New York
$461K -$553 -6 -0.1%
Amundi
170
Amundi
France
$445K -$1.57M -17,032 -79%
A
171
AlphaQuest
New York
$396K +$354K +3,839 +1,123%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$387K +$46.3K +503 +14%
CPC
173
Cookson Peirce & Co
Pennsylvania
$377K +$367K +3,985 New
MOACM
174
Mutual of America Capital Management
New York
$373K -$14.7K -159 -4%
Connor, Clark & Lunn Investment Management (CC&L)
175
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$371K +$361K +3,917 New

PLMR Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2024, worth a combined $2.27B — up 25% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLMR positions and 18 closed out — a net gain of 47 holders — while 107 added to existing stakes and 64 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $25.9M. The largest seller was Sumitomo Mitsui Trust Group, cutting an estimated $19.1M.

  • 274 institutional investors held Palomar (PLMR) as of Q3 2024, up from 228 in Q2 2024.
  • Funds reported $2.27B of Palomar stock for Q3 2024, up 25% quarter-over-quarter.
  • 65 funds opened new Palomar positions in Q3 2024 and 18 closed out, a net change of +47 holders.
  • The largest Palomar buyer in Q3 2024 was Driehaus Capital Management, an estimated $25.9M added.
  • The largest Palomar seller in Q3 2024 was Sumitomo Mitsui Trust Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.