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Palomar
PLMR

Overview Fund Activity

278 hedge funds and large institutions have $2.56B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
42
Increased
111
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$82.9M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$62.7M
3
BlackRock
3
BlackRock
New York
$456M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.6M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$14.8M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$86.7M
2
SIMG
2
Stephens Investment Management Group
Texas
$71.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.5M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$56.8M
5
FMI
5
F/M Investments
District of Columbia
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
ALPS Advisors
Colorado
$396K – – –
Brown Advisory
177
Brown Advisory
Maryland
$391K +$391K +3,705 New
Wolverine Trading
178
Wolverine Trading
Illinois
$391K +$126K +1,206 +48%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$379K +$67.7K +641 +22%
A
180
AlphaQuest
New York
$367K -$75K -710 -17%
SWP
181
Significant Wealth Partners
Illinois
$350K +$350K +3,311 New
HighTower Advisors
182
HighTower Advisors
Illinois
$336K -$1.57M -14,888 -82%
LPL Financial
183
LPL Financial
California
$325K +$20.5K +194 +7%
DWM
184
Dakota Wealth Management
Florida
$324K +$9.71K +92 +3%
CC
185
Centiva Capital
New York
$320K -$73.3K -694 -19%
CIM
186
Contravisory Investment Management
Massachusetts
$318K +$318K +3,007 New
Lido Advisors
187
Lido Advisors
California
$312K +$77.1K +730 +33%
BA
188
Bridgewater Associates
Connecticut
$309K -$1.53M -14,506 -83%
BCM
189
Bayesian Capital Management
New York
$303K +$303K +2,871 New
AI
190
Atria Investments
North Carolina
$303K +$1.16K +11 +0.4%
SGI
191
Summit Global Investments
Utah
$297K +$6.65K +63 +2%
Mariner
192
Mariner
Kansas
$292K -$16.1K -152 -5%
AIP
193
Ameritas Investment Partners
Nebraska
$284K +$28.2K +267 +11%
HWM
194
Hohimer Wealth Management
Washington
$266K +$15.8K +150 +6%
YIH
195
Y-Intercept (HK)
Hong Kong
$259K -$265K -2,511 -51%
CWM
196
CIBC World Markets
New York
$254K +$254K +2,406 New
KWM
197
Keebeck Wealth Management
Illinois
$253K +$253K +2,394 New
FIM
198
Freedom Investment Management
Connecticut
$252K +$252K +2,384 New
TRCT
199
Tower Research Capital (TRC)
New York
$252K +$158K +1,496 +169%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$250K – – –
6 7
8
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