PLMR icon

Palomar
PLMR

Overview Fund Activity

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
Holders
176
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
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

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$20.4M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.68M
3
SIMG
Stephens Investment Management Group
Texas
$56M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.76M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$9.12M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$18.2M
2
ACA
Atlas Capital Advisors
Wyoming
$12.1M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$55.2M
4
Axa
Axa
France
$3.03M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$221M -$595K -10,257 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M -$2.55M -43,959 -2%
Nordea Investment Management
3
Nordea Investment Management
Sweden
$69.5M -$2.32M -39,189 -3%
SDJVC
4
St. Denis J. Villere & Co
Louisiana
$60.2M -$591K -10,185 -1%
SIMG
5
Stephens Investment Management Group
Texas
$56M +$6.36M +109,547 +13%
CIP
6
Champlain Investment Partners
Vermont
$55.4M -$2.23M -38,355 -4%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$55.2M -$5M -86,115 -8%
State Street
8
State Street
Massachusetts
$50.7M -$617K -10,636 -1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$43.4M -$47.6K -820 -0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$28.9M +$659K +11,352 +2%
EA
11
Emerald Advisers
Pennsylvania
$26.2M +$1.26M +21,763 +5%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.8M +$1.65M +28,366 +8%
American Century Companies
13
American Century Companies
Missouri
$20.4M +$19.4M +334,072 +1,906%
GCM
14
Geneva Capital Management
Wisconsin
$20.3M -$65.1K -1,122 -0.3%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$20M +$1.56M +26,930 +8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$18.9M +$1.98M +34,159 +12%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$18.2M -$52.7M -907,588 -74%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$17M +$2.25M +38,823 +15%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$15.8M -$1.09M -18,729 -6%
Northern Trust
20
Northern Trust
Illinois
$14.4M -$474K -8,162 -3%
RI
21
Redwood Investments
Massachusetts
$14.2M +$156K +2,684 +1%
ACA
22
Atlas Capital Advisors
Wyoming
$12.1M -$9.14M -157,500 -43%
KCM
23
Kornitzer Capital Management
Kansas
$12M +$1.13M +19,440 +10%
Goldman Sachs
24
Goldman Sachs
New York
$11.7M -$1.5M -25,871 -11%
Norges Bank
25
Norges Bank
Norway
$11.7M – – –
1
2 3 4 5