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Palomar
PLMR

Overview Fund Activity

278 hedge funds and large institutions have $2.56B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
42
Increased
111
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$82.9M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$62.7M
3
BlackRock
3
BlackRock
New York
$456M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.6M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$14.8M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$86.7M
2
SIMG
2
Stephens Investment Management Group
Texas
$71.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.5M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$56.8M
5
FMI
5
F/M Investments
District of Columbia
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
151
Jump Financial
Illinois
$727K +$432K +4,087 +146%
SSWM
152
Sheets Smith Wealth Management
North Carolina
$695K – – –
CPC
153
Cookson Peirce & Co
Pennsylvania
$686K +$265K +2,512 +63%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$662K -$26.8K -254 -4%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$654K – – –
MWM
156
Moran Wealth Management
Florida
$650K +$39.9K +378 +7%
LCM
157
Legato Capital Management
California
$625K +$46K +436 +8%
AAS
158
Avantax Advisory Services
Texas
$616K +$15.3K +145 +3%
TI
159
Tidal Investments
Wisconsin
$616K +$616K +5,830 New
PP
160
PDT Partners
New York
$614K – – –
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$597K +$5.6K +53 +0.9%
KK
162
KLP Kapitalforvaltning
Norway
$591K +$591K +5,600 New
YC
163
Yarbrough Capital
Tennessee
$565K – – –
PFSRSONJ
164
Police & Firemen's Retirement System of New Jersey
New Jersey
$551K +$551K +5,222 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$545K +$114K +1,075 +26%
Truist Financial
166
Truist Financial
North Carolina
$540K -$4.96K -47 -0.9%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$538K -$1.37M -12,931 -72%
Two Sigma Advisers
168
Two Sigma Advisers
New York
$528K -$63.4K -600 -11%
OAM
169
Oppenheimer Asset Management
New York
$512K -$2.11K -20 -0.4%
QC
170
Quadrature Capital
United Kingdom
$509K +$509K +4,809 New
HSA
171
Hussman Strategic Advisors
Maryland
$443K +$443K +4,200 New
Creative Planning
172
Creative Planning
Kansas
$427K +$85.3K +808 +25%
MOACM
173
Mutual of America Capital Management
New York
$423K +$7.5K +71 +2%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$419K +$133K +1,256 +46%
Lazard Asset Management
175
Lazard Asset Management
New York
$416K -$434K -4,129 -51%
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