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Palomar
PLMR

Overview Fund Activity

272 hedge funds and large institutions have $2.26B invested in Palomar in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+44
Holders Change %
+19.3%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
106
Reduced
63
Closed
20
Calls
$3.9M
Puts
$1.16M
Net Calls
+$2.74M
Net Calls Change
+$189K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$26.6M
2
BlackRock
BlackRock
New York
+$20.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$14.6M
4
American Century Companies
American Century Companies
Missouri
+$12.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$11M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.6M
2
CIP
Champlain Investment Partners
Vermont
-$13.5M
3
SIMG
Stephens Investment Management Group
Texas
-$11.9M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$9.4M
5
ACA
Atlas Capital Advisors
Wyoming
-$8.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
ALPS Advisors
Colorado
$355K +$355K +3,750 New
CC
177
Centiva Capital
New York
$352K +$352K +3,723 New
GT
178
Glenmede Trust
Pennsylvania
$352K +$352K +3,718 New
HIS
179
Horizon Investment Services
Indiana
$317K +$317K +3,350 New
IP
180
Interval Partners
New York
$315K +$315K +3,331 New
DFCM
181
Dark Forest Capital Management
Puerto Rico
$309K +$309K +3,267 New
Creative Planning
182
Creative Planning
Kansas
$307K +$57.7K +610 +23%
US Bancorp
183
US Bancorp
Minnesota
$292K +$123K +1,300 +73%
DWM
184
Dakota Wealth Management
Florida
$282K -$5.4K -57 -2%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$280K -$3.41K -36 -1%
Mariner
186
Mariner
Kansas
$276K +$276K +2,918 New
LPL Financial
187
LPL Financial
California
$273K +$273K +2,888 New
PTC
188
Petrus Trust Company
Texas
$273K +$273K +2,880 New
AI
189
Atria Investments
North Carolina
$271K -$7.86K -83 -3%
SG Americas Securities
190
SG Americas Securities
New York
$265K -$4.18M -44,144 -94%
JF
191
Jump Financial
Illinois
$265K -$218K -2,302 -45%
EGM
192
Engineers Gate Manager
New York
$262K +$262K +2,769 New
SGI
193
Summit Global Investments
Utah
$260K +$260K +2,751 New
Royal Bank of Canada
194
Royal Bank of Canada
Ontario, Canada
$258K +$9.76K +103 +4%
Pictet Asset Management
195
Pictet Asset Management
Switzerland
$257K -$102K -1,074 -28%
CWP
196
Cyndeo Wealth Partners
Florida
$254K – – –
Wolverine Trading
197
Wolverine Trading
Illinois
$240K +$240K +2,536 New
AIP
198
Ameritas Investment Partners
Nebraska
$229K – – –
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$228K +$228K +2,333 New
BBA
200
Baader Bank Aktiengesellschaft
Germany
$227K +$227K +2,400 New
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