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Palomar

196 hedge funds and large institutions have $2.43B invested in Palomar in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
37
Increased
68
Reduced
74
Closed
26
Calls
$4.71M
Puts
$1.47M
Net Calls
+$3.24M
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$315M +$74.7M +716,435 +31%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$235M -$44M -422,104 -16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$191M +$54.4M +522,335 +40%
AllianceBernstein
4
AllianceBernstein
Tennessee
$76.4M -$4.98M -47,766 -6%
AAMU
5
Amundi Asset Management US
Massachusetts
$68.4M +$16.2M +155,308 +31%
SIMG
6
Stephens Investment Management Group
Texas
$67.7M -$5.77M -55,339 -8%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$64.4M +$1.22M +11,714 +2%
State Street
8
State Street
Massachusetts
$64.4M +$3.72M +35,705 +6%
CIP
9
Champlain Investment Partners
Vermont
$57.2M +$379K +3,635 +0.7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$56.9M -$7.85M -75,343 -12%
William Blair & Company
11
William Blair & Company
Illinois
$56.4M +$2.04M +19,543 +4%
Westfield Capital Management
12
Westfield Capital Management
Massachusetts
$49.3M -$3.85M -36,978 -7%
EA
13
Emerald Advisers
Pennsylvania
$44.6M -$4.99M -47,852 -10%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$43.4M -$2.83M -27,182 -6%
DCM
15
Driehaus Capital Management
Illinois
$42.6M -$2.68M -25,664 -6%
Goldman Sachs
16
Goldman Sachs
New York
$41.7M -$18.8M -180,666 -31%
JAM
17
Jupiter Asset Management
United Kingdom
$34.1M +$4.08M +39,228 +14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$32.7M +$2.47M +23,712 +8%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$31.5M -$2.35M -22,497 -7%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$30.6M +$4.13M +39,756 +16%
GCM
21
Geneva Capital Management
Wisconsin
$28.4M +$10.1M +96,777 +55%
EAM
22
Eagle Asset Management
Florida
$28M +$28M +269,150 New
Northern Trust
23
Northern Trust
Illinois
$27.6M +$400K +3,841 +1%
NCGI
24
Next Century Growth Investors
Minnesota
$27.3M -$7.49M -71,870 -22%
PCM
25
Peregrine Capital Management
Minnesota
$26.9M -$9.31M -89,277 -26%