PLMR icon

Palomar
PLMR

Overview Fund Activity

278 hedge funds and large institutions have $2.56B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
42
Increased
111
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$82.9M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$62.7M
3
BlackRock
BlackRock
New York
$456M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$45.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$14.8M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$86.7M
2
SIMG
Stephens Investment Management Group
Texas
$71.8M
3
Morgan Stanley
Morgan Stanley
New York
$27.5M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$56.8M
5
FMI
F/M Investments
District of Columbia
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
201
Cerity Partners
New York
$248K +$248K +2,408 New
BCI
202
Brinker Capital Investments
Pennsylvania
$246K +$246K +2,329 New
OPS
203
Orion Portfolio Solutions
Nebraska
$246K +$246K +2,329 New
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$230K -$2.43K -23 -1%
ECM
205
Evergreen Capital Management
Washington
$222K +$222K +2,103 New
SAI
206
Systematic Alpha Investments
New Jersey
$211K +$211K +2,000 New
Royal Bank of Canada
207
Royal Bank of Canada
Ontario, Canada
$210K -$78.4K -740 -27%
CGH
208
Crossmark Global Holdings
Texas
$206K +$206K +1,955 New
DekaBank Deutsche Girozentrale
209
DekaBank Deutsche Girozentrale
Germany
$182K – – –
Fidelity Investments
210
Fidelity Investments
Massachusetts
$178K -$46K -436 -21%
US Bancorp
211
US Bancorp
Minnesota
$171K -$155K -1,470 -48%
AF
212
Avanza Fonder
Sweden
$143K +$143K +1,353 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$134K -$89.2K -843 -40%
C
214
Covestor
United Kingdom
$129K +$15.6K +148 +14%
QCG
215
Quadrant Capital Group
Ohio
$117K +$8.76K +83 +8%
KBC Group
216
KBC Group
Belgium
$110K +$34.1K +324 +45%
Osaic Holdings
217
Osaic Holdings
Arizona
$90.1K +$10.1K +96 +13%
AAM
218
Advisors Asset Management
Colorado
$89.9K -$2.22K -21 -2%
SOW
219
State of Wyoming
Wyoming
$78.8K +$6.02K +57 +8%
OC
220
Oarsman Capital
Wisconsin
$75.2K +$4.75K +45 +7%
CFGS
221
Concourse Financial Group Securities
Alabama
$71.7K -$1.94K -18 -3%
FFA
222
Farther Finance Advisors
California
$58.5K +$10.5K +99 +22%
Jones Financial Companies
223
Jones Financial Companies
Missouri
$52.1K +$20.2K +191 +63%
ACM
224
Aquatic Capital Management
Illinois
$49.7K -$573K -5,429 -92%
S
225
SignatureFD
Georgia
$46.1K -$317 -3 -0.7%
7 8
9
10 11