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Palomar

279 hedge funds and large institutions have $2.57B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

84% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.49M

30% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 87

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $2.27B → $2.57B (+$294M)

2% more funds holding

Funds holding: 274279 (+5)

0.06% less ownership

Funds ownership: 91.78%91.72% (-0.06%)

Holders
279
Holders Change
+5
Holders Change %
+1.82%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
41
Increased
113
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$250K
Cerity Partners
202
Cerity Partners
New York
$248K +$244K +2,408 New
BCI
203
Brinker Capital Investments
Pennsylvania
$246K +$236K +2,329 New
OPS
204
Orion Portfolio Solutions
Nebraska
$246K +$236K +2,329 New
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$230K -$2.33K -23 -1%
ECM
206
Evergreen Capital Management
Washington
$222K +$213K +2,103 New
SAI
207
Systematic Alpha Investments
New Jersey
$211K +$203K +2,000 New
Royal Bank of Canada
208
Royal Bank of Canada
Ontario, Canada
$210K -$75K -740 -27%
CGH
209
Crossmark Global Holdings
Texas
$206K +$198K +1,955 New
DekaBank Deutsche Girozentrale
210
DekaBank Deutsche Girozentrale
Germany
$182K
Fidelity Investments
211
Fidelity Investments
Massachusetts
$178K -$44.2K -436 -21%
US Bancorp
212
US Bancorp
Minnesota
$171K -$149K -1,470 -48%
AF
213
Avanza Fonder
Sweden
$143K +$137K +1,353 New
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$134K -$85.5K -843 -40%
C
215
Covestor
United Kingdom
$129K +$15K +148 +14%
QCG
216
Quadrant Capital Group
Ohio
$117K +$8.42K +83 +8%
KBC Group
217
KBC Group
Belgium
$110K +$32.9K +324 +45%
Osaic Holdings
218
Osaic Holdings
Arizona
$90.1K +$9.74K +96 +13%
AAM
219
Advisors Asset Management
Colorado
$89.9K -$2.13K -21 -2%
SOW
220
State of Wyoming
Wyoming
$78.8K +$5.78K +57 +8%
OC
221
Oarsman Capital
Wisconsin
$75.2K +$4.56K +45 +7%
CFGS
222
Concourse Financial Group Securities
Alabama
$71.7K -$1.83K -18 -3%
FFA
223
Farther Finance Advisors
California
$58.5K +$10K +99 +22%
Jones Financial Companies
224
Jones Financial Companies
Missouri
$52.1K +$19.4K +191 +63%
ACM
225
Aquatic Capital Management
Illinois
$49.7K -$551K -5,429 -92%

PLMR Hedge Fund Activity: Q4 2024 in Review

279 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2024, worth a combined $2.57B — up 13% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PLMR positions and 34 closed out — a net gain of 7 holders — while 113 added to existing stakes and 87 trimmed.

The largest buyer was American Century Companies, adding an estimated $21.4M. The largest seller was Champlain Investment Partners, cutting an estimated $37.5M.

  • 279 institutional investors held Palomar (PLMR) as of Q4 2024, up from 274 in Q3 2024.
  • Funds reported $2.57B of Palomar stock for Q4 2024, up 13% quarter-over-quarter.
  • 41 funds opened new Palomar positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Palomar buyer in Q4 2024 was American Century Companies, an estimated $21.4M added.
  • The largest Palomar seller in Q4 2024 was Champlain Investment Partners, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2024.