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Palomar

279 hedge funds and large institutions have $2.57B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

84% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.49M

30% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 87

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $2.27B → $2.57B (+$294M)

2% more funds holding

Funds holding: 274279 (+5)

0.06% less ownership

Funds ownership: 91.78%91.72% (-0.06%)

Holders
279
Holders Change
+5
Holders Change %
+1.82%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
41
Increased
113
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
176
Lazard Asset Management
New York
$416K -$419K -4,129 -51%
AA
177
ALPS Advisors
Colorado
$396K
Brown Advisory
178
Brown Advisory
Maryland
$391K +$376K +3,705 New
Wolverine Trading
179
Wolverine Trading
Illinois
$391K +$122K +1,206 +48%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$379K +$65K +641 +22%
A
181
AlphaQuest
New York
$367K -$72K -710 -17%
SWP
182
Significant Wealth Partners
Illinois
$350K +$336K +3,311 New
HighTower Advisors
183
HighTower Advisors
Illinois
$336K -$1.51M -14,888 -82%
LPL Financial
184
LPL Financial
California
$325K +$19.7K +194 +7%
DWM
185
Dakota Wealth Management
Florida
$324K +$9.33K +92 +3%
CC
186
Centiva Capital
New York
$320K -$70.4K -694 -19%
CIM
187
Contravisory Investment Management
Massachusetts
$318K +$305K +3,007 New
Lido Advisors
188
Lido Advisors
California
$312K +$74K +730 +33%
BA
189
Bridgewater Associates
Connecticut
$309K -$1.47M -14,506 -83%
BCM
190
Bayesian Capital Management
New York
$303K +$291K +2,871 New
AI
191
Atria Investments
North Carolina
$303K +$1.12K +11 +0.4%
SGI
192
Summit Global Investments
Utah
$297K +$6.39K +63 +2%
Mariner
193
Mariner
Kansas
$292K -$15.4K -152 -5%
AIP
194
Ameritas Investment Partners
Nebraska
$284K +$27.1K +267 +11%
HWM
195
Hohimer Wealth Management
Washington
$266K +$15.2K +150 +6%
YIH
196
Y-Intercept (HK)
Hong Kong
$259K -$255K -2,511 -51%
CWM
197
CIBC World Markets
New York
$254K +$244K +2,406 New
KWM
198
Keebeck Wealth Management
Illinois
$253K +$243K +2,394 New
FIM
199
Freedom Investment Management
Connecticut
$252K +$242K +2,384 New
TRCT
200
Tower Research Capital (TRC)
New York
$252K +$152K +1,496 +169%

PLMR Hedge Fund Activity: Q4 2024 in Review

279 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2024, worth a combined $2.57B — up 13% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PLMR positions and 34 closed out — a net gain of 7 holders — while 113 added to existing stakes and 87 trimmed.

The largest buyer was American Century Companies, adding an estimated $21.4M. The largest seller was Champlain Investment Partners, cutting an estimated $37.5M.

  • 279 institutional investors held Palomar (PLMR) as of Q4 2024, up from 274 in Q3 2024.
  • Funds reported $2.57B of Palomar stock for Q4 2024, up 13% quarter-over-quarter.
  • 41 funds opened new Palomar positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Palomar buyer in Q4 2024 was American Century Companies, an estimated $21.4M added.
  • The largest Palomar seller in Q4 2024 was Champlain Investment Partners, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2024.