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Palomar

176 hedge funds and large institutions have $1.28B invested in Palomar in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.25B → $1.28B (+$33.9M)

0% more funds holding

Funds holding: 176176 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1.81% less ownership

Funds ownership: 90.63%88.82% (-1.8%)

15% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 73

18% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $1.33M

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
62
Reduced
73
Closed
17
Calls
$1.09M
Puts
$1.33M
Net Calls
-$239K
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$221M -$549K -10,257 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M -$2.35M -43,959 -2%
Nordea Investment Management
3
Nordea Investment Management
Sweden
$69.5M -$2.1M -39,189 -3%
SDJVC
4
St. Denis J. Villere & Co
Louisiana
$60.2M -$545K -10,185 -1%
SIMG
5
Stephens Investment Management Group
Texas
$56M +$5.86M +109,547 +13%
CIP
6
Champlain Investment Partners
Vermont
$55.4M -$2.05M -38,355 -4%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$55.2M -$4.61M -86,115 -8%
State Street
8
State Street
Massachusetts
$50.7M -$569K -10,636 -1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$43.4M -$43.9K -820 -0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$28.9M +$607K +11,352 +2%
EA
11
Emerald Advisers
Pennsylvania
$26.2M +$1.16M +21,763 +5%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.8M +$1.52M +28,366 +8%
American Century Companies
13
American Century Companies
Missouri
$20.4M +$17.9M +334,072 +1,906%
GCM
14
Geneva Capital Management
Wisconsin
$20.3M -$60K -1,122 -0.3%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$20M +$1.44M +26,930 +8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$18.9M +$1.83M +34,159 +12%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$18.2M -$48.5M -907,588 -74%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$17M +$2.08M +38,823 +15%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$15.8M -$1M -18,729 -6%
Northern Trust
20
Northern Trust
Illinois
$14.4M -$437K -8,162 -3%
RI
21
Redwood Investments
Massachusetts
$14.2M +$144K +2,684 +1%
ACA
22
Atlas Capital Advisors
Wyoming
$12.1M -$8.42M -157,500 -43%
KCM
23
Kornitzer Capital Management
Kansas
$12M +$1.04M +19,440 +10%
Goldman Sachs
24
Goldman Sachs
New York
$11.7M -$1.38M -25,871 -11%
Norges Bank
25
Norges Bank
Norway
$11.7M

PLMR Hedge Fund Activity: Q2 2023 in Review

176 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2023, worth a combined $1.28B — up 2.7% from $1.25B a quarter earlier.

Fund positioning in PLMR was balanced in Q2 2023: 17 funds opened new positions, 17 closed out, 62 added to existing stakes and 73 trimmed.

The largest buyer was American Century Companies, adding an estimated $17.9M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $48.5M.

  • 176 institutional investors held Palomar (PLMR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.28B of Palomar stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 17 funds opened new Palomar positions in Q2 2023 and 17 closed out, a net change of 0 holders.
  • The largest Palomar buyer in Q2 2023 was American Century Companies, an estimated $17.9M added.
  • The largest Palomar seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2023.