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Palomar

175 hedge funds and large institutions have $1.53B invested in Palomar in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $2.08M

2.81% less ownership

Funds ownership: 92.18%89.36% (-2.8%)

8% less funds holding

Funds holding: 190175 (-15)

27% less capital invested

Capital invested by funds: $2.09B → $1.53B (-$556M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
175
Holders Change
-15
Holders Change %
-7.89%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
53
Reduced
82
Closed
37
Calls
$6.01M
Puts
$2.08M
Net Calls
+$3.93M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$220M +$10.4M +116,040 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M +$272K +3,029 +0.2%
AAMU
3
Amundi Asset Management US
Massachusetts
$102M +$25.1M +279,763 +23%
Nordea Investment Management
4
Nordea Investment Management
Sweden
$68.2M +$92.1M +1,026,905 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$67.9M +$2.16M +24,032 +2%
SDJVC
6
St. Denis J. Villere & Co
Louisiana
$62.1M +$50.6M +564,176 +156%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$51.3M -$1.88M -20,917 -3%
CIP
8
Champlain Investment Partners
Vermont
$47.8M +$921K +10,260 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$44M -$2.95M -32,934 -5%
State Street
10
State Street
Massachusetts
$41M -$231K -2,575 -0.4%
SIMG
11
Stephens Investment Management Group
Texas
$40.5M -$144K -1,608 -0.3%
Federated Hermes
12
Federated Hermes
Pennsylvania
$28.3M -$10.8M -119,913 -22%
Goldman Sachs
13
Goldman Sachs
New York
$27.5M +$5.31M +59,182 +17%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.9M +$695K +7,750 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$24M +$2.84M +31,704 +10%
GCM
16
Geneva Capital Management
Wisconsin
$23.4M -$605K -6,741 -2%
EA
17
Emerald Advisers
Pennsylvania
$22.6M -$3.73M -41,530 -11%
HRCM
18
Hood River Capital Management
Florida
$22M +$5.96M +66,470 +25%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$20.8M -$9.35M -104,247 -25%
PCM
20
Peregrine Capital Management
Minnesota
$18.9M +$1.92M +21,397 +8%
Northern Trust
21
Northern Trust
Illinois
$16.8M -$1M -11,167 -4%
KCM
22
Kornitzer Capital Management
Kansas
$15.2M +$8.78M +97,828 +76%
William Blair & Company
23
William Blair & Company
Illinois
$14.6M -$30.1M -335,354 -61%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$14.2M +$115K +1,281 +0.6%
B
25
BP
United Kingdom
$13.6M -$4.81M -53,571 -21%

PLMR Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2021, worth a combined $1.53B — down 27% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PLMR and 24 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 53 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $92.1M. The largest seller was AllianceBernstein, cutting an estimated $42.8M.

  • 175 institutional investors held Palomar (PLMR) as of Q1 2021, down from 190 in Q4 2020.
  • Funds reported $1.53B of Palomar stock for Q1 2021, down 27% quarter-over-quarter.
  • 24 funds opened new Palomar positions in Q1 2021 and 37 closed out, a net change of -13 holders.
  • The largest Palomar buyer in Q1 2021 was Nordea Investment Management, an estimated $92.1M added.
  • The largest Palomar seller in Q1 2021 was AllianceBernstein, an estimated $42.8M sold.

Based on aggregated 13F filings for Q1 2021.