PLMR icon

Palomar

202 hedge funds and large institutions have $1.26B invested in Palomar in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+23
Holders Change %
+12.85%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
68
Reduced
76
Closed
14
Calls
$2.16M
Puts
$2.71M
Net Calls
-$555K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
176
Advisors Asset Management
Colorado
$17.2K -$636K -11,461 -97%
QL
177
Quarry LP
New York
$12.5K +$12.5K +225 New
CAS
178
Coppell Advisory Solutions
Texas
$12.2K +$12.2K +219 New
FHA
179
First Horizon Advisors
Tennessee
$8.27K
HCM
180
Hollencrest Capital Management
California
$5.55K
Group One Trading
181
Group One Trading
Illinois
$5.16K -$56 -1 -1%
GI
182
GAMMA Investing
California
$5.09K +$5.09K +85 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$4.33K
FFA
184
Farther Finance Advisors
California
$4.33K +$4.05K +73 +1,460%
SWS
185
SYSTM Wealth Solutions
Illinois
$3.44K +$3.44K +62 New
LFA
186
LGT Financial Advisors
Texas
$2.44K +$2.44K +44 New
BF
187
BOK Financial
Oklahoma
$1.44K +$1.44K +26 New
CJ
188
Caitlin John
Michigan
$1.39K +$1.39K +25 New
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$1.11K
LC
190
Lindbrook Capital
California
$999 -$56 -1 -5%
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$999
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$944 -$167 -3 -15%
PA
193
Parallel Advisors
California
$944 -$111 -2 -11%
Russell Investments Group
194
Russell Investments Group
United Kingdom
$888 -$444K -7,997 -100%
JWA
195
JFS Wealth Advisors
Pennsylvania
$666 +$167 +3 +33%
PWMG
196
Private Wealth Management Group
New Jersey
$389 +$389 +7 New
PWMG
197
Prestige Wealth Management Group
New Jersey
$333
PFBT
198
Parkside Financial Bank & Trust
Missouri
$278 -$1.11K -20 -80%
GWS
199
Glassman Wealth Services
Virginia
$278
AWM
200
Abound Wealth Management
Tennessee
$278