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Palomar
PLMR

Overview Fund Activity

161 hedge funds and large institutions have $1.83B invested in Palomar in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
72
Reduced
45
Closed
9
Calls
$3.36M
Puts
$1.2M
Net Calls
+$2.16M
Net Calls Change
-$1.44M

Top Buyers

1
BlackRock
BlackRock
New York
$284M
2
ZCM
Ziegler Capital Management
Illinois
$12.5M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$18.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$166M
5
Norges Bank
Norges Bank
Norway
$14.3M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
$6.92M
2
B
BP
United Kingdom
$0
3
Amundi
Amundi
France
$124M
4
Morgan Stanley
Morgan Stanley
New York
$6.69M
5
SDJVC
St. Denis J. Villere & Co
Louisiana
$74.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$284M +$12M +148,052 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$166M +$6.27M +77,585 +4%
Amundi
3
Amundi
France
$124M -$11.4M -140,763 -8%
Nordea Investment Management
4
Nordea Investment Management
Sweden
$98.7M +$1.21M +14,740 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$87.8M -$245K -3,037 -0.3%
SDJVC
6
St. Denis J. Villere & Co
Louisiana
$74.2M -$6.11M -75,607 -8%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$70.7M -$244K -3,018 -0.3%
CIP
8
Champlain Investment Partners
Vermont
$67.7M +$1.08M +13,355 +2%
SIMG
9
Stephens Investment Management Group
Texas
$63.8M +$1.49M +18,472 +2%
State Street
10
State Street
Massachusetts
$58.7M +$3.62M +44,726 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$53.4M -$977K -12,091 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$37M +$2.64M +32,621 +8%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.5M +$1.62M +20,043 +5%
Federated Hermes
14
Federated Hermes
Pennsylvania
$33.7M +$83.2K +1,029 +0.2%
EA
15
Emerald Advisers
Pennsylvania
$33M +$3.05M +37,750 +10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$33M +$550K +6,800 +2%
GCM
17
Geneva Capital Management
Wisconsin
$28M -$65.3K -808 -0.2%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$24M +$222K +2,742 +0.9%
Northern Trust
19
Northern Trust
Illinois
$22.6M -$143K -1,769 -0.6%
William Blair & Company
20
William Blair & Company
Illinois
$20.2M +$3.26M +40,383 +19%
KCM
21
Kornitzer Capital Management
Kansas
$20.1M – – –
VOYA Investment Management
22
VOYA Investment Management
Georgia
$18.8M +$7.44M +92,046 +65%
PCM
23
Peregrine Capital Management
Minnesota
$17.9M -$4.68M -57,877 -21%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$16.3M – – –
Axa
25
Axa
France
$15.7M +$29.1K +360 +0.2%
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