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Palomar

160 hedge funds and large institutions have $1.44B invested in Palomar in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 160160 (0)

0.67% less ownership

Funds ownership: 89.33%88.65% (-0.67%)

21% less capital invested

Capital invested by funds: $1.83B → $1.44B (-$391M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
160
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
64
Reduced
55
Closed
21
Calls
$1.17M
Puts
Net Calls
+$1.17M
Net Calls Change
-$985K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$233M +$6.53M +83,908 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M +$2.19M +28,155 +1%
Nordea Investment Management
3
Nordea Investment Management
Sweden
$77.7M +$50.1K +644 +0.1%
Amundi
4
Amundi
France
$75M -$10.7M -137,750 -9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$69.8M -$755K -9,700 -0.9%
SDJVC
6
St. Denis J. Villere & Co
Louisiana
$60.6M +$1.31M +16,873 +2%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$60.6M +$4.7M +60,444 +7%
CIP
8
Champlain Investment Partners
Vermont
$54.2M -$95.7K -1,230 -0.1%
SIMG
9
Stephens Investment Management Group
Texas
$51.3M +$211K +2,715 +0.3%
State Street
10
State Street
Massachusetts
$47.5M +$580K +7,451 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$34.8M -$9.57M -122,974 -19%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$29.8M +$1.57M +20,233 +5%
EA
13
Emerald Advisers
Pennsylvania
$28.7M +$2.69M +34,615 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$27.9M +$1.76M +22,659 +6%
Federated Hermes
15
Federated Hermes
Pennsylvania
$27.5M +$599K +7,703 +2%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$24.4M +$6.24M +80,181 +27%
GCM
17
Geneva Capital Management
Wisconsin
$21.3M -$1.35M -17,345 -5%
KCM
18
Kornitzer Capital Management
Kansas
$18M +$2.3M +29,510 +12%
Northern Trust
19
Northern Trust
Illinois
$17.3M -$942K -12,106 -4%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$15.9M +$19.1M +245,938 New
PCM
21
Peregrine Capital Management
Minnesota
$14.7M +$496K +6,380 +3%
William Blair & Company
22
William Blair & Company
Illinois
$14.7M -$1.75M -22,440 -9%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$14M -$1.3M -16,708 -7%
Axa
24
Axa
France
$13.8M +$1.45M +18,700 +10%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$13M

PLMR Hedge Fund Activity: Q4 2021 in Review

160 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2021, worth a combined $1.44B — down 21% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PLMR positions and 21 closed out — a net gain of 1 holder — while 64 added to existing stakes and 55 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $19.1M. The largest seller was Fidelity Investments, cutting an estimated $35.6M.

  • 160 institutional investors held Palomar (PLMR) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $1.44B of Palomar stock for Q4 2021, down 21% quarter-over-quarter.
  • 22 funds opened new Palomar positions in Q4 2021 and 21 closed out, a net change of +1 holder.
  • The largest Palomar buyer in Q4 2021 was Point72 Asset Management, an estimated $19.1M added.
  • The largest Palomar seller in Q4 2021 was Fidelity Investments, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2021.