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Palomar

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

20% more funds holding

Funds holding: 278333 (+55)

3% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 114

1.16% less ownership

Funds ownership: 91.66%90.51% (-1.2%)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.69M
Puts
$2.51M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$1.24M
Two Sigma Investments
152
Two Sigma Investments
New York
$1.21M
LS
153
Livforsakringsbolaget Skandia
Sweden
$1.15M
AAM
154
Advisors Asset Management
Colorado
$1.13M
SO
155
STRS Ohio
Ohio
$1.12M
NRD
156
Nebula Research & Development
New York
$1.12M
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$1.11M
CIS
159
Custom Index Systems
New York
$1.06M
MSRPS
160
Maryland State Retirement & Pension System
Maryland
$1.06M
CPC
161
Cookson Peirce & Co
Pennsylvania
$1.06M
TFA
162
Toth Financial Advisory
Virginia
$1.05M
ASRS
163
Arizona State Retirement System
Arizona
$1.04M
Squarepoint
164
Squarepoint
New York
$1.04M
AB
165
Amalgamated Bank
New York
$1.03M
Creative Planning
166
Creative Planning
Kansas
$1.03M
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$970K
KPWS
168
Kestra Private Wealth Services
Texas
$967K
VOYA Investment Management
169
VOYA Investment Management
Georgia
$957K
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
SSWM
172
Sheets Smith Wealth Management
North Carolina
$902K
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$892K
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$870K
DT
175
Diversified Trust
Tennessee
$870K