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Palomar

98 hedge funds and large institutions have $512M invested in Palomar in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+32
Holders Change %
+48.48%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
38
Increased
33
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$84M +$49.9M +1,267,031 +147%
AllianceBernstein
2
AllianceBernstein
Tennessee
$30.4M +$30.4M +772,260 New
DCM
3
Driehaus Capital Management
Illinois
$22.9M +$8.86M +224,824 +63%
SIMG
4
Stephens Investment Management Group
Texas
$21.6M +$21.6M +547,902 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$19.8M +$13.6M +344,524 +219%
PCM
6
Peregrine Capital Management
Minnesota
$17.8M +$17.8M +452,206 New
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$16.2M +$16.2M +410,583 New
Westfield Capital Management
8
Westfield Capital Management
Massachusetts
$15.3M +$14.8M +375,123 +3,040%
NCGI
9
Next Century Growth Investors
Minnesota
$14.7M +$4.55M +115,409 +45%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$14M -$304K -7,710 -2%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$13.7M -$2.09M -57,064 -13%
BlackRock
12
BlackRock
New York
$13.7M +$2.05M +51,937 +18%
CIP
13
Champlain Investment Partners
Vermont
$11.3M +$11.3M +286,405 New
American Century Companies
14
American Century Companies
Missouri
$11M +$5.05M +127,995 +85%
PI
15
Putnam Investments
Massachusetts
$10.8M +$373K +9,472 +4%
RI
16
Redwood Investments
Massachusetts
$10.2M +$10.2M +258,541 New
Ameriprise
17
Ameriprise
Minnesota
$9.96M -$6.36M -161,328 -39%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.86M +$9.84M +249,665 +49,933%
ClearBridge Investments
19
ClearBridge Investments
New York
$9.6M -$2.29M -58,113 -19%
ZP
20
Zimmer Partners
New York
$9.38M -$772K -19,577 -8%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.62M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.67M +$3.02M +76,700 +65%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.62M -$94.8K -2,594 -1%
Blackstone Inc
24
Blackstone Inc
New York
$7.29M +$4.34M +110,000 +147%
KCM
25
Kornitzer Capital Management
Kansas
$5.89M +$1.88M +47,609 +47%