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Palomar

342 hedge funds and large institutions have $2.95B invested in Palomar in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $586K

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

13% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 112

1.41% more ownership

Funds ownership: 90.89%92.3% (+1.4%)

1% more funds holding

Funds holding: 339342 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $3.25B → $2.95B (-$301M)

Holders
342
Holders Change
+3
Holders Change %
+0.88%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
126
Reduced
112
Closed
45
Calls
$2.34M
Puts
$586K
Net Calls
+$1.76M
Net Calls Change
+$597K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
201
Gallacher Capital Management
Colorado
$329K -$215K -1,723 -39%
TRCT
202
Tower Research Capital (TRC)
New York
$316K +$166K +1,334 +102%
Man Group
203
Man Group
United Kingdom
$310K -$8.87M -71,045 -96%
PFM
204
Premier Fund Managers
United Kingdom
$307K -$249K -1,995 -44%
X
205
Xponance
Pennsylvania
$297K +$49.8K +399 +19%
HIM
206
Hillsdale Investment Management
Ontario, Canada
$294K +$301K +2,410 +4,820%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$282K
KV
208
Kickstand Ventures
New York
$279K
NA
209
Navellier & Associates
Nevada
$277K -$242K -1,938 -46%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$275K +$87.9K +704 +44%
AIP
211
Ameritas Investment Partners
Nebraska
$263K
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$263K
ACP
213
Arcus Capital Partners
Georgia
$251K +$68.5K +549 +35%
MWM
214
Mindset Wealth Management
Indiana
$247K +$2.12K +17 +0.8%
ECM
215
Evergreen Capital Management
Washington
$247K -$17.2K -138 -6%
MCM
216
Massar Capital Management
Connecticut
$245K +$256K +2,049 New
Neuberger Berman Group
217
Neuberger Berman Group
New York
$244K +$39.9K +320 +19%
BPA
218
Beacon Pointe Advisors
California
$244K +$255K +2,041 New
Robeco Institutional Asset Management
219
Robeco Institutional Asset Management
Netherlands
$239K -$905K -7,254 -78%
OWA
220
Outlook Wealth Advisors
Texas
$239K +$1.75K +14 +0.7%
SAI
221
Systematic Alpha Investments
New Jersey
$239K
YMRC
222
Yorktown Management & Research Company
Virginia
$239K
SW
223
SkyOak Wealth
Michigan
$238K +$248K +1,991 New
Mariner
224
Mariner
Kansas
$238K -$136K -1,086 -35%
VPIM
225
Vanguard Personalized Indexing Management
California
$235K +$245K +1,963 New