PLMR icon

Palomar
PLMR

Overview Fund Activity

152 hedge funds and large institutions have $1.74B invested in Palomar in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-22
Holders Change %
-12.64%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
64
Reduced
57
Closed
35
Calls
$4.93M
Puts
$1.34M
Net Calls
+$3.59M
Net Calls Change
-$338K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$32.1M
2
SIMG
Stephens Investment Management Group
Texas
$58.2M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$89.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$149M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$66.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.35M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.47M
4
N
Natixis
France
$3.55M
5
AllianceBernstein
AllianceBernstein
Tennessee
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$254M +$6.64M +88,037 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M +$8.74M +115,878 +6%
Amundi
3
Amundi
France
$126M +$126M +1,671,610 New
Nordea Investment Management
4
Nordea Investment Management
Sweden
$89.2M +$11.7M +155,538 +15%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$82.2M +$5.79M +76,767 +8%
SDJVC
6
St. Denis J. Villere & Co
Louisiana
$75M +$5.1M +67,533 +7%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$66.2M +$8.49M +112,570 +15%
CIP
8
Champlain Investment Partners
Vermont
$62.2M +$8.4M +111,285 +16%
SIMG
9
Stephens Investment Management Group
Texas
$58.2M +$12.6M +167,426 +28%
State Street
10
State Street
Massachusetts
$51.4M +$5.29M +70,047 +11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$50.7M +$1.2M +15,925 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$32.1M +$28.9M +382,702 +894%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$31.7M +$1.34M +17,780 +4%
Federated Hermes
14
Federated Hermes
Pennsylvania
$31.3M -$516K -6,837 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$30.3M +$3.36M +44,476 +12%
EA
16
Emerald Advisers
Pennsylvania
$28M +$2.6M +34,471 +10%
GCM
17
Geneva Capital Management
Wisconsin
$26.2M -$148K -1,962 -0.6%
HRCM
18
Hood River Capital Management
Florida
$24.6M -$208K -2,763 -0.8%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$22.2M -$1.22M -16,151 -5%
Northern Trust
20
Northern Trust
Illinois
$21.2M +$2.37M +31,392 +13%
PCM
21
Peregrine Capital Management
Minnesota
$21.1M -$177K -2,350 -0.8%
KCM
22
Kornitzer Capital Management
Kansas
$18.8M +$1.67M +22,085 +10%
William Blair & Company
23
William Blair & Company
Illinois
$15.8M -$590K -7,821 -4%
American Century Companies
24
American Century Companies
Missouri
$15.7M +$5.63M +74,595 +56%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$15.2M -$7.55K -100 -0%
1
2 3 4 5