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Palomar
PLMR

Overview Fund Activity

176 hedge funds and large institutions have $1.25B invested in Palomar in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 32 closing their positions.

Holders
176
Holders Change
-16
Holders Change %
-8.33%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
78
Reduced
64
Closed
32
Calls
$1.03M
Puts
$1.6M
Net Calls
-$568K
Net Calls Change
-$1.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$41.3M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$14M
3
SIMG
3
Stephens Investment Management Group
Texas
$47.2M
4
CIP
4
Champlain Investment Partners
Vermont
$54.8M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$57.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$996K
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$9.42M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
EA
4
Emerald Advisers
Pennsylvania
$23.7M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$3.81K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$211M 3,815,774 -52,848 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$128M 2,317,191 +40,983 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$67.4M 1,221,497 +22,175 +2%
Nordea Investment Management
4
Nordea Investment Management
Sweden
$65.8M 1,214,905 -13,563 -1%
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$57.8M 1,046,632 +27,106 +3%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$57.3M 1,037,535 +95,246 +10%
CIP
7
Champlain Investment Partners
Vermont
$54.8M 992,040 +103,935 +12%
State Street
8
State Street
Massachusetts
$48.8M 883,522 -38,723 -4%
SIMG
9
Stephens Investment Management Group
Texas
$47.2M 855,622 +115,635 +16%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$41.3M 748,928 +256,378 +52%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$26.9M 487,297 +21,170 +5%
EA
12
Emerald Advisers
Pennsylvania
$23.7M 429,773 -105,561 -20%
ACA
13
Atlas Capital Advisors
Wyoming
$20.2M 366,284 – –
GCM
14
Geneva Capital Management
Wisconsin
$19.3M 350,493 +11,269 +3%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.1M 346,622 -71,535 -17%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$17.5M 317,006 +10,535 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$16.1M 291,221 +14,804 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16M 290,478 +15,852 +6%
Northern Trust
19
Northern Trust
Illinois
$14.1M 255,710 +2,162 +0.9%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$14M 253,303 +238,526 +1,614%
RI
21
Redwood Investments
Massachusetts
$13.4M 241,853 +55,029 +29%
Goldman Sachs
22
Goldman Sachs
New York
$12.6M 227,939 +63,712 +39%
Norges Bank
23
Norges Bank
Norway
$11.1M 201,122 +10,459 +5%
William Blair & Company
24
William Blair & Company
Illinois
$11.1M 200,950 -13,935 -6%
Federated Hermes
25
Federated Hermes
Pennsylvania
$10.7M 193,253 +7,094 +4%
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