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Palomar
PLMR

Overview Fund Activity

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M

Top Buyers

1
FGP
Freestone Grove Partners
California
+$15.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$13.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.9M
4
Bessemer Group
Bessemer Group
New Jersey
+$12.8M
5
AIM
Artemis Investment Management
United Kingdom
+$10.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$29.8M
2
BlackRock
BlackRock
New York
-$20.7M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
-$15.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
5
GCM
Geneva Capital Management
Wisconsin
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
176
Brinker Capital Investments
Pennsylvania
$867K +$548K +3,997 +172%
OPS
177
Orion Portfolio Solutions
Nebraska
$867K +$548K +3,997 +172%
ProShare Advisors
178
ProShare Advisors
Maryland
$840K -$224K -1,635 -21%
GCM
179
Graham Capital Management
Connecticut
$836K +$836K +6,101 New
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$836K -$13.7K -100 -2%
MWM
181
Moran Wealth Management
Florida
$830K -$14.1K -103 -2%
EGM
182
Engineers Gate Manager
New York
$795K +$795K +5,801 New
KCM
183
Kennedy Capital Management
Missouri
$793K -$3.67M -26,784 -82%
CWM
184
CIBC World Markets
New York
$791K +$461K +3,362 +140%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$777K +$285K +2,078 +58%
PFSRSONJ
186
Police & Firemen's Retirement System of New Jersey
New Jersey
$755K +$38.9K +284 +5%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$736K +$28K +204 +4%
YC
188
Yarbrough Capital
Tennessee
$734K – – –
TI
189
Tidal Investments
Wisconsin
$730K -$69.2K -505 -9%
AAS
190
Avantax Advisory Services
Texas
$729K -$71.4K -521 -9%
NA
191
Navellier & Associates
Nevada
$726K +$726K +4,661 New
KK
192
KLP Kapitalforvaltning
Norway
$685K -$82.2K -600 -11%
FRM
193
Fox Run Management
Connecticut
$666K +$666K +4,862 New
Pictet Asset Management
194
Pictet Asset Management
Switzerland
$642K +$97.9K +714 +18%
LPL Financial
195
LPL Financial
California
$636K +$214K +1,558 +51%
Verition Fund Management
196
Verition Fund Management
Connecticut
$628K +$628K +4,581 New
QCG
197
Quadrant Capital Group
Ohio
$615K +$464K +3,385 +306%
TI
198
Trexquant Investment
Connecticut
$591K +$591K +4,313 New
OAM
199
Oppenheimer Asset Management
New York
$579K -$85.5K -624 -13%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$558K -$140K -1,024 -20%
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