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Palomar

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.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $1.02B → $1.25B (+$228M)

22% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 90.88%90.63% (-0.25%)

8% less funds holding

Funds holding: 192176 (-16)

36% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.59M

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

Holders
176
Holders Change
-16
Holders Change %
-8.33%
% of All Funds
2.8%
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
$1.59M
Net Calls
-$568K
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$211M -$2.83M -52,848 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$128M +$2.2M +40,983 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$67.4M +$1.19M +22,175 +2%
Nordea Investment Management
4
Nordea Investment Management
Sweden
$65.8M -$727K -13,563 -1%
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$57.8M +$1.45M +27,106 +3%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$57.3M +$5.11M +95,246 +10%
CIP
7
Champlain Investment Partners
Vermont
$54.8M +$5.57M +103,935 +12%
State Street
8
State Street
Massachusetts
$48.8M -$2.08M -38,723 -4%
SIMG
9
Stephens Investment Management Group
Texas
$47.2M +$6.2M +115,635 +16%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$41.3M +$13.7M +256,378 +52%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$26.9M +$1.13M +21,170 +5%
EA
12
Emerald Advisers
Pennsylvania
$23.7M -$5.66M -105,561 -20%
ACA
13
Atlas Capital Advisors
Wyoming
$20.2M
GCM
14
Geneva Capital Management
Wisconsin
$19.3M +$604K +11,269 +3%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.1M -$3.83M -71,535 -17%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$17.5M +$565K +10,535 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$16.1M +$794K +14,804 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16M +$850K +15,852 +6%
Northern Trust
19
Northern Trust
Illinois
$14.1M +$116K +2,162 +0.9%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$14M +$12.8M +238,526 +1,614%
RI
21
Redwood Investments
Massachusetts
$13.4M +$2.95M +55,029 +29%
Goldman Sachs
22
Goldman Sachs
New York
$12.6M +$3.42M +63,712 +39%
Norges Bank
23
Norges Bank
Norway
$11.1M +$561K +10,459 +5%
William Blair & Company
24
William Blair & Company
Illinois
$11.1M -$747K -13,935 -6%
Federated Hermes
25
Federated Hermes
Pennsylvania
$10.7M +$380K +7,094 +4%

PLMR Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2023, worth a combined $1.25B — up 22% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PLMR and 17 opened new positions — a net loss of 15 holders — while 64 trimmed existing stakes and 78 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $13.7M. The largest seller was Millennium Management, cutting an estimated $10M.

  • 176 institutional investors held Palomar (PLMR) as of Q1 2023, down from 192 in Q4 2022.
  • Funds reported $1.25B of Palomar stock for Q1 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Palomar positions in Q1 2023 and 32 closed out, a net change of -15 holders.
  • The largest Palomar buyer in Q1 2023 was T. Rowe Price Associates, an estimated $13.7M added.
  • The largest Palomar seller in Q1 2023 was Millennium Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.