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Palomar
PLMR

202 hedge funds and large institutions have $1.26B invested in Palomar in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

13% more funds holding

Funds holding: 179 → 202 (+23)

13% more capital invested

Capital invested by funds: $1.12B → $1.26B (+$142M)

2.73% more ownership

Funds ownership: 88.96% → 91.68% (+2.7%)

11% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 76

20% less call options, than puts

Call options by funds: $2.16M | Put options by funds: $2.71M

Holders
202
Holders Change
+23
Holders Change %
+12.85%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
68
Reduced
76
Closed
14
Calls
$2.16M
Puts
$2.71M
Net Calls
-$555K
Net Calls Change
+$272K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.9M
2
BlackRock
BlackRock
New York
+$11.9M
3
Prudential Financial
Prudential Financial
New Jersey
+$10.5M
4
CIP
Champlain Investment Partners
Vermont
+$8.4M
5
American Century Companies
American Century Companies
Missouri
+$8.02M

Top Sellers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$18.7M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$15.2M
3
RI
Redwood Investments
Massachusetts
-$9.39M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.77M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
201
SJS Investment Consulting
Ohio
$222 – – –
DPW
202
DiNuzzo Private Wealth
Pennsylvania
$222 +$224 +4 New
SBH
203
Segall Bryant & Hamill
Illinois
– -$4.99M -98,261 Closed
B
204
Bellecapital
Switzerland
– -$3.02M -59,603 Closed
ONPI
205
Owls Nest Partners IA
Pennsylvania
– -$1.8M -35,500 Closed
EOJOAM
206
E. Ohman J:or Asset Management
Sweden
– -$761K -15,000 Closed
GCP
207
GSA Capital Partners
United Kingdom
– -$438K -8,640 Closed
SG Americas Securities
208
SG Americas Securities
New York
– -$346K -6,812 Closed
ECM
209
ExodusPoint Capital Management
New York
– -$315K -6,203 Closed
DFCM
210
Dark Forest Capital Management
Puerto Rico
– -$273K -5,382 Closed
Allspring Global Investments
211
Allspring Global Investments
North Carolina
– -$187K -3,689 Closed
OA
212
Operose Advisors
Wisconsin
– -$5.89K -116 Closed
RFG
213
RFP Financial Group
Georgia
– -$964 -19 Closed
First Manhattan
214
First Manhattan
New York
– -$406 -8 Closed
MCM
215
Manchester Capital Management
Vermont
– -$406 -8 Closed
CA
216
Crewe Advisors
Utah
– -$102 -2 Closed
5 6 7 8
9

PLMR Hedge Fund Activity: Q4 2023 in Review

202 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2023, worth a combined $1.26B — up 13% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PLMR positions and 14 closed out — a net gain of 25 holders — while 68 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.9M. The largest seller was Point72 Asset Management, cutting an estimated $18.7M.

  • 202 institutional investors held Palomar (PLMR) as of Q4 2023, up from 179 in Q3 2023.
  • Funds reported $1.26B of Palomar stock for Q4 2023, up 13% quarter-over-quarter.
  • 39 funds opened new Palomar positions in Q4 2023 and 14 closed out, a net change of +25 holders.
  • The largest Palomar buyer in Q4 2023 was Morgan Stanley, an estimated $22.9M added.
  • The largest Palomar seller in Q4 2023 was Point72 Asset Management, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2023.