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Palomar
PLMR

Overview Fund Activity

228 hedge funds and large institutions have $1.83B invested in Palomar in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
92
Reduced
73
Closed
24
Calls
$3.34M
Puts
$787K
Net Calls
+$2.55M
Net Calls Change
-$184K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$26.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$13.6M
3
FMI
F/M Investments
District of Columbia
+$11.9M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$9.17M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.61M

Top Sellers

1
SDJVC
St. Denis J. Villere & Co
Louisiana
-$20.6M
2
Prudential Financial
Prudential Financial
New Jersey
-$10.3M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$9.78M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$9.37M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
201
LRI Investments
Florida
$4.85K +$4.85K +60 New
AAP
202
Arax Advisory Partners
Colorado
$4.63K +$4.63K +57 New
BFEC
203
Benjamin F. Edwards & Company
Missouri
$4K +$3.15K +37 +370%
SAM
204
Smartleaf Asset Management
Massachusetts
$3.58K +$3.58K +44 New
LFA
205
LGT Financial Advisors
Texas
$3.57K – – –
CMBA
206
C.M. Bidwell & Associates
Hawaii
$3.57K – – –
PS
207
Principal Securities
Iowa
$2.44K – – –
PD
208
Point72 (DIFC)
United Arab Emirates
$2.4K -$21.9K -274 -90%
UB
209
UMB Bank
Missouri
$2.19K +$1.3K +16 +145%
CFB
210
Cullen/Frost Bankers
Texas
$1.79K +$1.79K +22 New
LC
211
Lindbrook Capital
California
$1.46K – – –
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$1.46K – – –
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$1.38K – – –
RIL
214
Rothschild Investment LLC
Illinois
$1.22K +$1.22K +15 New
JWA
215
JFS Wealth Advisors
Pennsylvania
$974 – – –
PA
216
Parallel Advisors
California
$974 – – –
BCMLT
217
Beacon Capital Management LLC (Tennessee)
Tennessee
$893 – – –
CJ
218
Caitlin John
Michigan
$649 – – –
PWMG
219
Private Wealth Management Group
New Jersey
$569 – – –
PWMG
220
Prestige Wealth Management Group
New Jersey
$487 – – –
AF
221
Allworth Financial
California
$444 +$444 +5 New
PFBT
222
Parkside Financial Bank & Trust
Missouri
$406 – – –
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$406 +$81 +1 +25%
HNB
224
Huntington National Bank
Ohio
$406 +$406 +5 New
SIC
225
SJS Investment Consulting
Ohio
$325 – – –
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