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Palomar
PLMR

Overview Fund Activity

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M

Top Buyers

1
FGP
Freestone Grove Partners
California
+$15.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$13.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.9M
4
Bessemer Group
Bessemer Group
New Jersey
+$12.8M
5
AIM
Artemis Investment Management
United Kingdom
+$10.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$29.8M
2
BlackRock
BlackRock
New York
-$20.7M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
-$15.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
5
GCM
Geneva Capital Management
Wisconsin
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Glenmede Trust
Pennsylvania
$1.24M +$157K +1,142 +14%
Two Sigma Investments
152
Two Sigma Investments
New York
$1.21M -$664K -4,845 -36%
LS
153
Livforsakringsbolaget Skandia
Sweden
$1.15M – – –
AAM
154
Advisors Asset Management
Colorado
$1.13M +$1.01M +7,378 +867%
SO
155
STRS Ohio
Ohio
$1.12M -$164K -1,200 -13%
NRD
156
Nebula Research & Development
New York
$1.12M +$1.12M +8,189 New
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M – – –
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$1.11M +$37K +270 +3%
CIS
159
Custom Index Systems
New York
$1.06M +$1.06M +7,751 New
MSRPS
160
Maryland State Retirement & Pension System
Maryland
$1.06M -$160K -1,167 -13%
CPC
161
Cookson Peirce & Co
Pennsylvania
$1.06M +$169K +1,230 +19%
TFA
162
Toth Financial Advisory
Virginia
$1.05M +$37.7K +275 +4%
ASRS
163
Arizona State Retirement System
Arizona
$1.04M -$822 -6 -0.1%
Squarepoint
164
Squarepoint
New York
$1.04M -$288K -2,101 -22%
AB
165
Amalgamated Bank
New York
$1.03M -$20K -146 -2%
Creative Planning
166
Creative Planning
Kansas
$1.03M +$471K +3,438 +85%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$970K +$111K +811 +13%
KPWS
168
Kestra Private Wealth Services
Texas
$967K +$967K +7,053 New
VOYA Investment Management
169
VOYA Investment Management
Georgia
$957K -$64.2K -468 -6%
State Board of Administration of Florida Retirement System
170
State Board of Administration of Florida Retirement System
Florida
$950K – – –
SWM
171
Spire Wealth Management
Virginia
$916K +$916K +6,682 New
SSWM
172
Sheets Smith Wealth Management
North Carolina
$902K – – –
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$892K -$136K -995 -13%
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$870K +$95.8K +699 +12%
DT
175
Diversified Trust
Tennessee
$870K -$285K -2,079 -25%
5 6
7
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