Palomar
PLMR
186 hedge funds and large institutions have $1.93B invested in Palomar in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 19 closing their positions.
79% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 19
37% more capital invested
Capital invested by funds: $1.41B → $1.93B (+$520M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 59
9% more funds holding
Funds holding: 171 → 186 (+15)
3.87% more ownership
Funds ownership: 87.27% → 91.14% (+3.9%)
1% more call options, than puts
Call options by funds: $2.11M | Put options by funds: $2.09M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$56.5M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$21M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$15M |
| 4 |
BlackRock
New York
|
+$13.4M |
| 5 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$6.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$77.2M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$19.8M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$8.18M |
| 4 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$7.11M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DI
201
Disciplined Investments
Tulsa,
Oklahoma
| – | +$147 | +2 | +100% |
|
202
Simplex Trading
Chicago,
Illinois
| – | +$147 | +2 | New |
|
|
SIC
203
SJS Investment Consulting
Sylvania,
Ohio
| – | +$220 | +3 | New |
|
PLMR Hedge Fund Activity: Q3 2022 in Review
186 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2022, worth a combined $1.93B — up 37% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new PLMR positions and 19 closed out — a net gain of 15 holders — while 73 added to existing stakes and 59 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $56.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $77.2M.
- 186 institutional investors held Palomar (PLMR) as of Q3 2022, up from 171 in Q2 2022.
- Funds reported $1.93B of Palomar stock for Q3 2022, up 37% quarter-over-quarter.
- 34 funds opened new Palomar positions in Q3 2022 and 19 closed out, a net change of +15 holders.
- The largest Palomar buyer in Q3 2022 was AllianceBernstein, an estimated $56.5M added.
- The largest Palomar seller in Q3 2022 was T. Rowe Price Associates, an estimated $77.2M sold.
Based on aggregated 13F filings for Q3 2022.