Palomar
PLMR
175 hedge funds and large institutions have $1.53B invested in Palomar in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 37 closing their positions.
188% more call options, than puts
Call options by funds: $6.01M | Put options by funds: $2.08M
2.81% less ownership
Funds ownership: 92.18% → 89.36% (-2.8%)
8% less funds holding
Funds holding: 190 → 175 (-15)
27% less capital invested
Capital invested by funds: $2.09B → $1.53B (-$556M)
35% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 37
35% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$92.1M |
| 2 |
SDJVC
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
+$50.6M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$25.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$11.9M |
| 5 |
BlackRock
New York
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$42.8M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$33.4M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$30.1M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$19.2M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$16.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
201
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$7K | -78 | Closed |
|
|
FWM
202
Focused Wealth Management
Newburgh,
New York
| – | -$4K | -40 | Closed |
|
|
GAM
203
Gemmer Asset Management
Walnut Creek,
California
| – | -$2K | -23 | Closed |
|
|
APA
204
American Portfolios Advisors
Holbrook,
New York
| – | -$1.78K | -20 | Closed |
|
|
CWP
205
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1K | -16 | Closed |
|
|
IFAM
206
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$1K | -15 | Closed |
|
207
Rockefeller Capital Management
New York
| – | -$1.17K | -13 | -72% |
|
|
BC
208
Bartlett & Co
Cincinnati,
Ohio
| – | -$1K | -10 | Closed |
|
|
BCWM
209
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$888 | -10 | Closed |
|
|
PWPS
210
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$1K | -9 | Closed |
|
|
MWP
211
Meridian Wealth Partners
Exton,
Pennsylvania
| – | +$449 | +5 | New |
|
PLMR Hedge Fund Activity: Q1 2021 in Review
175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2021, worth a combined $1.53B — down 27% from $2.09B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of PLMR and 24 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 53 added.
The largest buyer was Nordea Investment Management, opening a new position worth an estimated $92.1M. The largest seller was AllianceBernstein, cutting an estimated $42.8M.
- 175 institutional investors held Palomar (PLMR) as of Q1 2021, down from 190 in Q4 2020.
- Funds reported $1.53B of Palomar stock for Q1 2021, down 27% quarter-over-quarter.
- 24 funds opened new Palomar positions in Q1 2021 and 37 closed out, a net change of -13 holders.
- The largest Palomar buyer in Q1 2021 was Nordea Investment Management, an estimated $92.1M added.
- The largest Palomar seller in Q1 2021 was AllianceBernstein, an estimated $42.8M sold.
Based on aggregated 13F filings for Q1 2021.