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Palomar
PLMR

Overview Fund Activity

189 hedge funds and large institutions have $2.09B invested in Palomar in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-7
Holders Change %
-3.57%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
75
Reduced
61
Closed
42
Calls
$14.4M
Puts
$13.8M
Net Calls
+$569K
Net Calls Change
-$2.67M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$51.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$42.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$42M
4
SDJVC
St. Denis J. Villere & Co
Louisiana
+$32.2M
5
N
Natixis
France
+$18.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.4M
3
NCGI
Next Century Growth Investors
Minnesota
-$27.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.3M
5
DCM
Driehaus Capital Management
Illinois
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
201
Two Sigma Investments
New York
– -$2.9M -27,850 Closed
CIA
202
Capital Impact Advisors
Massachusetts
– -$2.81M -27,000 Closed
EVM
203
Eaton Vance Management
Massachusetts
– -$2.72M -26,110 Closed
EGI
204
EAM Global Investors
California
– -$2.34M -22,418 Closed
APG Asset Management
205
APG Asset Management
Netherlands
– -$1.61M -18,100 Closed
Natixis Advisors
206
Natixis Advisors
Massachusetts
– -$1.37M -13,105 Closed
SCP
207
Syntal Capital Partners
Texas
– -$1.36M -13,061 Closed
IAA
208
Independent Advisor Alliance
North Carolina
– -$1.33M -12,780 Closed
CIP
209
Chartwell Investment Partners
Pennsylvania
– -$1.08M -10,357 Closed
WAM
210
Wakefield Asset Management
Colorado
– -$829K -7,952 Closed
AR
211
Advisory Research
Illinois
– -$629K -6,033 Closed
TC
212
Telemus Capital
Michigan
– -$455K -5,000 Closed
TFA
213
Toth Financial Advisory
Virginia
– -$469K -4,500 Closed
Wolverine Trading
214
Wolverine Trading
Illinois
– -$432K -4,163 Closed
SAM
215
Sawgrass Asset Management
Florida
– -$412K -3,955 Closed
NA
216
NewEdge Advisors
Louisiana
– -$412K -3,953 Closed
MFS
217
Mirabella Financial Services
United Kingdom
– -$376K -3,605 Closed
VF
218
Virtu Financial
New York
– -$351K -3,368 Closed
BRWA
219
B. Riley Wealth Advisors
Florida
– -$319K -3,051 Closed
Jane Street
220
Jane Street
New York
– -$216K -2,072 Closed
D.E. Shaw & Co
221
D.E. Shaw & Co
New York
– -$206K -1,979 Closed
CMI
222
Clare Market Investments
Texas
– -$203K -1,950 Closed
Wellington Management Group
223
Wellington Management Group
Massachusetts
– -$201K -1,928 Closed
Group One Trading
224
Group One Trading
Illinois
– -$79K -761 Closed
OSAM
225
O'Shaughnessy Asset Management
Connecticut
– -$70K -667 Closed
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