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Palomar

218 hedge funds and large institutions have $1.87B invested in Palomar in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
78
Reduced
73
Closed
26
Calls
$3.91M
Puts
$1.18M
Net Calls
+$2.73M
Net Calls Change
+$3.29M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$1.51K
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$1.43K -$251 -3 -15%
ACM
203
Anfield Capital Management
California
$1.17K +$1.17K +14 New
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$1.09K -$335 -4 -24%
PA
205
Parallel Advisors
California
$1.01K -$419 -5 -29%
JWA
206
JFS Wealth Advisors
Pennsylvania
$1.01K
BFEC
207
Benjamin F. Edwards & Company
Missouri
$1K +$1K +10 New
UB
208
UMB Bank
Missouri
$922 +$922 +11 New
BCMLT
209
Beacon Capital Management LLC (Tennessee)
Tennessee
$922 +$922 +11 New
CJ
210
Caitlin John
Michigan
$671 -$1.43K -17 -68%
PWMG
211
Private Wealth Management Group
New Jersey
$587
PWMG
212
Prestige Wealth Management Group
New Jersey
$503
PFBT
213
Parkside Financial Bank & Trust
Missouri
$420
AWM
214
Abound Wealth Management
Tennessee
$336 -$84 -1 -20%
DPW
215
DiNuzzo Private Wealth
Pennsylvania
$336
SIC
216
SJS Investment Consulting
Ohio
$336
ECM
217
Everence Capital Management
Indiana
$323
TFM
218
TFC Financial Management
Massachusetts
$84 +$84 +1 New
Nordea Investment Management
219
Nordea Investment Management
Sweden
-$48.5M -868,323 Closed
PFMOSF
220
Philadelphia Financial Management of San Francisco
California
-$5.18M -93,339 Closed
Millennium Management
221
Millennium Management
New York
-$3.75M -67,581 Closed
Tudor Investment Corp
222
Tudor Investment Corp
Connecticut
-$1.71M -30,876 Closed
Jacobs Levy Equity Management
223
Jacobs Levy Equity Management
New Jersey
-$1.08M -19,519 Closed
DTL
224
Dynamic Technology Lab
Singapore
-$1.06M -19,117 Closed
CIC
225
Cornercap Investment Counsel
Georgia
-$1.02M -18,330 Closed