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Palomar
PLMR

Overview Fund Activity

189 hedge funds and large institutions have $2.09B invested in Palomar in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-7
Holders Change %
-3.57%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
75
Reduced
61
Closed
42
Calls
$14.4M
Puts
$13.8M
Net Calls
+$569K
Net Calls Change
-$2.67M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$51.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$42.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$42M
4
SDJVC
St. Denis J. Villere & Co
Louisiana
+$32.2M
5
N
Natixis
France
+$18.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.4M
3
NCGI
Next Century Growth Investors
Minnesota
-$27.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.3M
5
DCM
Driehaus Capital Management
Illinois
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
176
Parkside Financial Bank & Trust
Missouri
$4K +$2.58K +29 +181%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +40 New
GAM
178
Gemmer Asset Management
California
$2K – – –
FPS
179
Fieldpoint Private Securities
Connecticut
$2K +$2K +20 New
APA
180
American Portfolios Advisors
New York
$1.78K -$205K -2,302 -99%
AIG
181
American International Group
New York
$1.22K -$30 -339 -2%
MAM
182
Meeder Asset Management
Ohio
$1K -$219K -1,311 -100%
IFAM
183
Institutional & Family Asset Management
Colorado
$1K -$67 -1 -6%
PWPS
184
Pinnacle Wealth Planning Services
Ohio
$1K +$1K +9 New
BC
185
Bartlett & Co
Ohio
$1K +$1K +10 New
CFGS
186
Concourse Financial Group Securities
Alabama
$1K +$1K +12 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$1K +$722 +13 +260%
CWP
188
Concord Wealth Partners
Virginia
$1K +$1K +16 New
BCWM
189
Bartlett & Co Wealth Management
Ohio
$888 +$888 +10 New
Loomis, Sayles & Company
190
Loomis, Sayles & Company
Massachusetts
– -$64.4M -617,337 Closed
NCGI
191
Next Century Growth Investors
Minnesota
– -$27.3M -262,309 Closed
Allianz Asset Management
192
Allianz Asset Management
Germany
– -$15.9M -152,069 Closed
American Century Companies
193
American Century Companies
Missouri
– -$11.9M -114,555 Closed
LCG
194
Lisanti Capital Growth
New York
– -$11.2M -107,513 Closed
Calamos Advisors
195
Calamos Advisors
Illinois
– -$9.39M -90,087 Closed
RI
196
Redwood Investments
Massachusetts
– -$9.37M -89,881 Closed
Blackstone Inc
197
Blackstone Inc
New York
– -$7.82M -75,000 Closed
PCM
198
Penserra Capital Management
California
– -$6.65M -63,767 Closed
PFM
199
Premier Fund Managers
United Kingdom
– -$4.49M -43,200 Closed
EI
200
EAM Investors
California
– -$3.28M -31,477 Closed
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