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Palomar
PLMR

Overview Fund Activity

189 hedge funds and large institutions have $2.09B invested in Palomar in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-7
Holders Change %
-3.57%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
75
Reduced
61
Closed
42
Calls
$14.4M
Puts
$13.8M
Net Calls
+$569K
Net Calls Change
-$2.67M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$51.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$42.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$42M
4
SDJVC
St. Denis J. Villere & Co
Louisiana
+$32.2M
5
N
Natixis
France
+$18.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.4M
3
NCGI
Next Century Growth Investors
Minnesota
-$27.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.3M
5
DCM
Driehaus Capital Management
Illinois
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$281M +$12.5M +141,114 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$165M +$1.92M +21,562 +1%
AAMU
3
Amundi Asset Management US
Massachusetts
$110M +$51.9M +584,039 +89%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$87.9M -$112M -1,264,568 -56%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$69.8M +$42.9M +483,445 +160%
CIP
6
Champlain Investment Partners
Vermont
$62.5M +$13.7M +154,525 +28%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$61.3M +$12.8M +143,584 +26%
AllianceBernstein
8
AllianceBernstein
Tennessee
$57M -$8.13M -91,501 -12%
State Street
9
State Street
Massachusetts
$54.5M -$304K -3,424 -0.6%
SIMG
10
Stephens Investment Management Group
Texas
$53.8M -$3.86M -43,442 -7%
William Blair & Company
11
William Blair & Company
Illinois
$49.1M +$998K +11,239 +2%
Federated Hermes
12
Federated Hermes
Pennsylvania
$48.2M +$42M +472,842 +683%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$36.8M -$5.2M -58,510 -12%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35M -$1.98M -22,315 -5%
EA
15
Emerald Advisers
Pennsylvania
$33.6M -$4.4M -49,477 -12%
EAM
16
Eagle Asset Management
Florida
$33.4M +$9.48M +106,727 +40%
SDJVC
17
St. Denis J. Villere & Co
Louisiana
$32.2M +$32.2M +362,149 New
JAM
18
Jupiter Asset Management
United Kingdom
$31.8M +$2.66M +29,920 +9%
GCM
19
Geneva Capital Management
Wisconsin
$31.6M +$7.4M +83,324 +31%
Goldman Sachs
20
Goldman Sachs
New York
$31.2M -$4.35M -48,991 -12%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$28.9M +$1.02M +11,502 +4%
HRCM
22
Hood River Capital Management
Florida
$23.3M +$7.91M +89,020 +52%
Northern Trust
23
Northern Trust
Illinois
$23.2M -$316K -3,559 -1%
PCM
24
Peregrine Capital Management
Minnesota
$23.1M +$185K +2,081 +0.8%
AIM
25
Artemis Investment Management
United Kingdom
$22.8M +$6.72M +75,559 +42%
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