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Palomar
PLMR

Overview Fund Activity

192 hedge funds and large institutions have $1.02B invested in Palomar in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
73
Reduced
70
Closed
27
Calls
$926K
Puts
$95K
Net Calls
+$831K
Net Calls Change
+$815K

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$16.1M
2
ACA
2
Atlas Capital Advisors
Wyoming
$16.5M
3
Millennium Management
3
Millennium Management
New York
$9.26M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$54.2M
5
RI
5
Redwood Investments
Massachusetts
$8.44M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$4.1M
3
NCGI
3
Next Century Growth Investors
Minnesota
$0
4
SIMG
4
Stephens Investment Management Group
Texas
$32.9M
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$3.7K -$768 -17 -17%
IA
177
IFP Advisors
Florida
$2K -$1K -10 -33%
LC
178
Lindbrook Capital
California
$1.49K +$542 +12 +57%
MCM
179
Manchester Capital Management
Vermont
$1.13K +$271 +6 +32%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$1K -$2K -26 -67%
Simplex Trading
181
Simplex Trading
Illinois
$1K +$955 +42 +2,100%
RFG
182
RFP Financial Group
Georgia
$858 +$858 +19 New
PA
183
Parallel Advisors
California
$813 -$15.9K -352 -95%
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$813 – – –
GWS
185
Glassman Wealth Services
Virginia
$813 +$813 +18 New
JWA
186
JFS Wealth Advisors
Pennsylvania
$406 -$226 -5 -36%
SC
187
Schubert & Co
Texas
$316 -$226 -5 -42%
SIC
188
SJS Investment Consulting
Ohio
$226 +$90 +2 +67%
FFA
189
Farther Finance Advisors
California
$226 +$226 +5 New
DI
190
Disciplined Investments
Oklahoma
$90 -$90 -2 -50%
DCM
191
Driehaus Capital Management
Illinois
– -$45.1M -538,333 Closed
NCGI
192
Next Century Growth Investors
Minnesota
– -$14.6M -174,205 Closed
LCG
193
Lisanti Capital Growth
New York
– -$4.37M -52,230 Closed
EGI
194
EAM Global Investors
California
– -$3.9M -46,542 Closed
EI
195
EAM Investors
California
– -$2.78M -33,225 Closed
Renaissance Technologies
196
Renaissance Technologies
New York
– -$1.84M -22,000 Closed
PFO
197
Pathstone Family Office
New Jersey
– -$836K -9,976 Closed
Ensign Peak Advisors
198
Ensign Peak Advisors
Utah
– -$760K -9,080 Closed
WAM
199
Wakefield Asset Management
Colorado
– -$721K -8,613 Closed
CF
200
CNA Financial
Illinois
– -$517K -6,180 Closed
5 6 7
8
9