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Palomar

228 hedge funds and large institutions have $1.82B invested in Palomar in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $3.33M | Put options by funds: $787K

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 74

4% more funds holding

Funds holding: 219228 (+9)

0.61% more ownership

Funds ownership: 89.62%90.23% (+0.61%)

2% less capital invested

Capital invested by funds: $1.87B → $1.82B (-$42.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
228
Holders Change
+9
Holders Change %
+4.11%
% of All Funds
3.29%
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
91
Reduced
74
Closed
25
Calls
$3.33M
Puts
$787K
Net Calls
+$2.55M
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
LI
201
LRI Investments
Florida
$4.85K +$4.89K +60 New
AAP
202
Arax Advisory Partners
Colorado
$4.63K +$4.64K +57 New
BFEC
203
Benjamin F. Edwards & Company
Missouri
$4K +$3.02K +37 +370%
SAM
204
Smartleaf Asset Management
Massachusetts
$3.58K +$3.59K +44 New
CMBA
205
C.M. Bidwell & Associates
Hawaii
$3.57K
LFA
206
LGT Financial Advisors
Texas
$3.57K
PS
207
Principal Securities
Iowa
$2.44K
PD
208
Point72 (DIFC)
United Arab Emirates
$2.4K -$22.3K -274 -90%
UB
209
UMB Bank
Missouri
$2.19K +$1.3K +16 +145%
CFB
210
Cullen/Frost Bankers
Texas
$1.78K +$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 +$407 +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 +$407 +5 New
SIC
225
SJS Investment Consulting
Ohio
$325

PLMR Hedge Fund Activity: Q2 2024 in Review

228 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2024, worth a combined $1.82B — down 2.3% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PLMR positions and 25 closed out — a net gain of 11 holders — while 91 added to existing stakes and 74 trimmed.

The largest buyer was Macquarie Group, adding an estimated $26.2M. The largest seller was St. Denis J. Villere & Co, cutting an estimated $20.6M.

  • 228 institutional investors held Palomar (PLMR) as of Q2 2024, up from 219 in Q1 2024.
  • Funds reported $1.82B of Palomar stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 36 funds opened new Palomar positions in Q2 2024 and 25 closed out, a net change of +11 holders.
  • The largest Palomar buyer in Q2 2024 was Macquarie Group, an estimated $26.2M added.
  • The largest Palomar seller in Q2 2024 was St. Denis J. Villere & Co, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2024.