Palomar
PLMR
151 hedge funds and large institutions have $1.74B invested in Palomar in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 37 closing their positions.
268% more call options, than puts
Call options by funds: $4.93M | Put options by funds: $1.34M
14% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 56
13% more capital invested
Capital invested by funds: $1.53B → $1.74B (+$204M)
0.28% more ownership
Funds ownership: 89.36% → 89.64% (+0.28%)
14% less funds holding
Funds holding: 175 → 151 (-24)
62% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.6M |
| 2 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$12.1M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$11.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.36M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$8.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$28.3M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$13.2M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$11M |
| 4 |
N
Natixis
Paris,
France
|
-$10.1M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$9.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Marshall Wace
London,
United Kingdom
| – | -$314K | -4,681 | Closed |
|
|
FC
177
FORA Capital
Miami,
Florida
| – | -$292K | -4,362 | Closed |
|
|
TI
178
Trexquant Investment
Stamford,
Connecticut
| – | -$287K | -4,275 | Closed |
|
|
ECM
179
Everence Capital Management
Goshen,
Indiana
| – | -$269K | -4,010 | Closed |
|
|
JF
180
Jump Financial
Chicago,
Illinois
| – | -$255K | -3,800 | Closed |
|
|
DCM
181
Dupont Capital Management
Wilmington,
Delaware
| – | -$217K | -3,235 | Closed |
|
|
PHK
182
Point72 Hong Kong
Hong Kong
| – | -$23K | -347 | Closed |
|
|
LSA
183
Leonteq Securities AG
Zurich,
Switzerland
| – | -$21.1K | -315 | Closed |
|
|
PAM
184
Panagora Asset Management
Boston,
Massachusetts
| – | -$12K | -185 | Closed |
|
|
AIM
185
Anchor Investment Management
Columbia,
South Carolina
| – | -$10.3K | -153 | Closed |
|
|
SPIA
186
Steward Partners Investment Advisory
New York
| – | -$6.7K | -100 | Closed |
|
|
MAM
187
Meeder Asset Management
Dublin,
Ohio
| – | -$72 | -1 | -17% |
|
PLMR Hedge Fund Activity: Q2 2021 in Review
151 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2021, worth a combined $1.74B — up 13% from $1.53B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of PLMR and 14 opened new positions — a net loss of 23 holders — while 56 trimmed existing stakes and 64 added.
The largest buyer was Fidelity Investments, adding an estimated $27.6M. The largest seller was Goldman Sachs, cutting an estimated $28.3M.
- 151 institutional investors held Palomar (PLMR) as of Q2 2021, down from 175 in Q1 2021.
- Funds reported $1.74B of Palomar stock for Q2 2021, up 13% quarter-over-quarter.
- 14 funds opened new Palomar positions in Q2 2021 and 37 closed out, a net change of -23 holders.
- The largest Palomar buyer in Q2 2021 was Fidelity Investments, an estimated $27.6M added.
- The largest Palomar seller in Q2 2021 was Goldman Sachs, an estimated $28.3M sold.
Based on aggregated 13F filings for Q2 2021.