PLMR icon

Palomar
PLMR

Overview Fund Activity

228 hedge funds and large institutions have $1.83B invested in Palomar in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
92
Reduced
73
Closed
24
Calls
$3.34M
Puts
$787K
Net Calls
+$2.55M
Net Calls Change
-$184K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$26.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$13.6M
3
FMI
F/M Investments
District of Columbia
+$11.9M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$9.17M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.61M

Top Sellers

1
SDJVC
St. Denis J. Villere & Co
Louisiana
-$20.6M
2
Prudential Financial
Prudential Financial
New Jersey
-$10.3M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$9.78M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$9.37M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
176
KBC Group
Belgium
$59K – – –
Osaic Holdings
177
Osaic Holdings
Arizona
$58.1K +$12.7K +156 +28%
CFGS
178
Concourse Financial Group Securities
Alabama
$54.5K +$3.41K +42 +7%
PAS
179
Point72 Asia (Singapore)
Singapore
$52.9K -$139K -1,708 -72%
SOW
180
State of Wyoming
Wyoming
$50.8K +$3.65K +45 +8%
EC
181
EntryPoint Capital
New York
$50.3K +$31.7K +391 +171%
IAIM
182
International Assets Investment Management
Florida
$49.4K +$49.4K +609 New
AP
183
Atwood & Palmer
Missouri
$48.7K -$12.2K -150 -20%
S
184
SignatureFD
Georgia
$35.7K – – –
NS
185
NBC Securities
Alabama
$31K – – –
A
186
AlphaQuest
New York
$27.8K -$195K -2,401 -88%
UFF
187
USA Financial Formulas
Michigan
$22.1K +$22.1K +272 New
Jones Financial Companies
188
Jones Financial Companies
Missouri
$21.1K +$21.1K +260 New
GI
189
GAMMA Investing
California
$20.9K +$8.2K +101 +65%
OWA
190
Opal Wealth Advisors
New York
$20.2K +$20.2K +249 New
CAS
191
Coppell Advisory Solutions
Texas
$17.8K +$17.8K +219 New
HCM
192
Hollencrest Capital Management
California
$15.3K +$7.22K +89 +89%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$8.85K +$7.79K +96 +738%
NC
194
nVerses Capital
Florida
$8.12K +$8.12K +100 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$7.79K +$974 +12 +14%
HIM
196
Hillsdale Investment Management
Ontario, Canada
$6.49K +$812 +10 +14%
FFA
197
Farther Finance Advisors
California
$6.41K +$416 +5 +7%
QL
198
Quarry LP
New York
$6.17K -$7.47K -92 -55%
LFG
199
Larson Financial Group
Missouri
$5.28K +$325 +4 +7%
Group One Trading
200
Group One Trading
Illinois
$4.95K – – –
6 7
8
9 10