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Palomar

160 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

179% more call options, than puts

Call options by funds: $3.36M | Put options by funds: $1.2M

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

60% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 45

6% more funds holding

Funds holding: 151160 (+9)

6% more capital invested

Capital invested by funds: $1.74B → $1.83B (+$99.4M)

0.32% less ownership

Funds ownership: 89.64%89.33% (-0.32%)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.8%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$284M +$12.2M +148,052 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$166M +$6.41M +77,585 +4%
Amundi
3
Amundi
France
$124M -$11.6M -140,763 -8%
Nordea Investment Management
4
Nordea Investment Management
Sweden
$98.7M +$1.22M +14,740 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$87.8M -$251K -3,037 -0.3%
SDJVC
6
St. Denis J. Villere & Co
Louisiana
$74.2M -$6.24M -75,607 -8%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$70.7M -$249K -3,018 -0.3%
CIP
8
Champlain Investment Partners
Vermont
$67.7M +$1.1M +13,355 +2%
SIMG
9
Stephens Investment Management Group
Texas
$63.8M +$1.53M +18,472 +2%
State Street
10
State Street
Massachusetts
$58.7M +$3.69M +44,726 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$53.4M -$998K -12,091 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$37M +$2.69M +32,621 +8%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.5M +$1.66M +20,043 +5%
Federated Hermes
14
Federated Hermes
Pennsylvania
$33.7M +$85K +1,029 +0.2%
EA
15
Emerald Advisers
Pennsylvania
$33M +$3.12M +37,750 +10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$33M +$562K +6,800 +2%
GCM
17
Geneva Capital Management
Wisconsin
$28M -$66.7K -808 -0.2%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$24M +$226K +2,742 +0.9%
Northern Trust
19
Northern Trust
Illinois
$22.6M -$146K -1,769 -0.6%
William Blair & Company
20
William Blair & Company
Illinois
$20.2M +$3.33M +40,383 +19%
KCM
21
Kornitzer Capital Management
Kansas
$20.1M
VOYA Investment Management
22
VOYA Investment Management
Georgia
$18.8M +$7.6M +92,046 +65%
PCM
23
Peregrine Capital Management
Minnesota
$17.9M -$4.78M -57,877 -21%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$16.3M
Axa
25
Axa
France
$15.7M +$29.7K +360 +0.2%

PLMR Hedge Fund Activity: Q3 2021 in Review

160 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2021, worth a combined $1.83B — up 5.7% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PLMR positions and 9 closed out — a net gain of 11 holders — while 72 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $12.2M. The largest seller was Hood River Capital Management, cutting an estimated $19.8M.

  • 160 institutional investors held Palomar (PLMR) as of Q3 2021, up from 151 in Q2 2021.
  • Funds reported $1.83B of Palomar stock for Q3 2021, up 5.7% quarter-over-quarter.
  • 20 funds opened new Palomar positions in Q3 2021 and 9 closed out, a net change of +11 holders.
  • The largest Palomar buyer in Q3 2021 was BlackRock, an estimated $12.2M added.
  • The largest Palomar seller in Q3 2021 was Hood River Capital Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2021.