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Palomar
PLMR

Overview Fund Activity

272 hedge funds and large institutions have $2.26B invested in Palomar in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+44
Holders Change %
+19.3%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
106
Reduced
63
Closed
20
Calls
$3.9M
Puts
$1.16M
Net Calls
+$2.74M
Net Calls Change
+$189K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$26.6M
2
BlackRock
BlackRock
New York
+$20.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$14.6M
4
American Century Companies
American Century Companies
Missouri
+$12.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$11M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.6M
2
CIP
Champlain Investment Partners
Vermont
-$13.5M
3
SIMG
Stephens Investment Management Group
Texas
-$11.9M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$9.4M
5
ACA
Atlas Capital Advisors
Wyoming
-$8.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
201
Hohimer Wealth Management
Washington
$224K +$224K +2,368 New
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$224K – – –
MNBTD
203
Moody National Bank Trust Division
Texas
$222K +$222K +2,350 New
CC
204
Corton Capital
Ontario, Canada
$213K +$213K +2,249 New
Lido Advisors
205
Lido Advisors
California
$210K +$210K +2,223 New
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$209K +$209K +2,204 New
NRD
207
Nebula Research & Development
New York
$207K +$207K +2,183 New
GCM
208
Graham Capital Management
Connecticut
$204K +$204K +2,150 New
Fidelity Investments
209
Fidelity Investments
Massachusetts
$201K +$56.9K +601 +39%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$200K +$48.2K +508 +32%
DekaBank Deutsche Girozentrale
211
DekaBank Deutsche Girozentrale
Germany
$166K – – –
GC
212
Globeflex Capital
California
$153K +$1.42K +15 +0.9%
Acadian Asset Management
213
Acadian Asset Management
Massachusetts
$145K +$145K +1,534 New
PCM
214
Penserra Capital Management
California
$127K +$127K +1,344 New
C
215
Covestor
United Kingdom
$102K +$17.2K +181 +20%
QCG
216
Quadrant Capital Group
Ohio
$96.8K -$852 -9 -0.9%
TRCT
217
Tower Research Capital (TRC)
New York
$84K -$388K -4,094 -82%
AAM
218
Advisors Asset Management
Colorado
$82.6K – – –
Osaic Holdings
219
Osaic Holdings
Arizona
$71.7K +$3.88K +41 +6%
KBC Group
220
KBC Group
Belgium
$68K – – –
SOW
221
State of Wyoming
Wyoming
$65.2K +$5.96K +63 +10%
CFGS
222
Concourse Financial Group Securities
Alabama
$64.7K +$1.14K +12 +2%
OC
223
Oarsman Capital
Wisconsin
$63.1K +$63.1K +667 New
PMAM
224
Picton Mahoney Asset Management
Ontario, Canada
$48K +$48K +512 New
FFA
225
Farther Finance Advisors
California
$43.1K +$35.8K +378 +491%
7 8
9
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