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Palomar

118 hedge funds and large institutions have $1.13B invested in Palomar in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 21

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

141% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $1.23M

65% more capital invested

Capital invested by funds: $685M → $1.13B (+$443M)

22.53% more ownership

Funds ownership: 57.58%80.1% (+23%)

20% more funds holding

Funds holding: 98118 (+20)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
118
Holders Change
+20
Holders Change %
+20.41%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
58
Reduced
21
Closed
12
Calls
$2.95M
Puts
$1.23M
Net Calls
+$1.73M
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$138M +$12.5M +238,423 +11%
BlackRock
2
BlackRock
New York
$75M +$20.4M +390,083 +43%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58M +$16M +306,218 +44%
AllianceBernstein
4
AllianceBernstein
Tennessee
$49.7M -$2.71M -51,791 -6%
SIMG
5
Stephens Investment Management Group
Texas
$44.5M +$3.08M +58,860 +8%
DCM
6
Driehaus Capital Management
Illinois
$33M +$10.4M +199,687 +54%
Westfield Capital Management
7
Westfield Capital Management
Massachusetts
$32.5M +$9.97M +190,847 +52%
CIP
8
Champlain Investment Partners
Vermont
$32.4M +$10.2M +195,845 +54%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$32.2M +$7.45M +142,530 +35%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$30.5M +$16.4M +313,550 +149%
William Blair & Company
11
William Blair & Company
Illinois
$28.5M +$20.4M +389,454 +388%
Goldman Sachs
12
Goldman Sachs
New York
$27.5M +$24.4M +466,547 +6,894%
EA
13
Emerald Advisers
Pennsylvania
$26.4M +$9.17M +175,474 +63%
AAMU
14
Amundi Asset Management US
Massachusetts
$25.5M +$22.9M +437,836 New
PCM
15
Peregrine Capital Management
Minnesota
$24.9M -$749K -14,336 -3%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.2M +$6.02M +115,282 +41%
HRCM
17
Hood River Capital Management
Florida
$22.8M +$14.5M +277,812 +244%
NCGI
18
Next Century Growth Investors
Minnesota
$22.5M -$2.05M -39,319 -9%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$21.6M +$19.4M +371,490 New
State Street
20
State Street
Massachusetts
$21.2M +$8.48M +162,303 +80%
American Century Companies
21
American Century Companies
Missouri
$18.7M +$6.37M +121,914 +61%
Blackstone Inc
22
Blackstone Inc
New York
$16.6M
SAM
23
Silvercrest Asset Management
New York
$16.5M +$5.91M +113,100 +66%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$16.2M +$1.5M +28,622 +10%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$16.2M +$5.34M +102,271 +58%

PLMR Hedge Fund Activity: Q1 2020 in Review

118 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2020, worth a combined $1.13B — up 65% from $685M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PLMR positions and 12 closed out — a net gain of 21 holders — while 58 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $24.4M. The largest seller was Panagora Asset Management, exiting entirely with an estimated $4.85M sold.

  • 118 institutional investors held Palomar (PLMR) as of Q1 2020, up from 98 in Q4 2019.
  • Funds reported $1.13B of Palomar stock for Q1 2020, up 65% quarter-over-quarter.
  • 33 funds opened new Palomar positions in Q1 2020 and 12 closed out, a net change of +21 holders.
  • The largest Palomar buyer in Q1 2020 was Goldman Sachs, an estimated $24.4M added.
  • The largest Palomar seller in Q1 2020 was Panagora Asset Management, an estimated $4.85M sold.

Based on aggregated 13F filings for Q1 2020.