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Palomar
PLMR

Overview Fund Activity

179 hedge funds and large institutions have $1.12B invested in Palomar in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+3
Holders Change %
+1.7%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
64
Reduced
74
Closed
16
Calls
$1.53M
Puts
$2.35M
Net Calls
-$827K
Net Calls Change
-$588K

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.3M
3
CIP
Champlain Investment Partners
Vermont
$56.9M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22M
5
Millennium Management
Millennium Management
New York
$3.98M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$17.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.52M
3
ACA
Atlas Capital Advisors
Wyoming
$6.86M
4
American Century Companies
American Century Companies
Missouri
$14.4M
5
SDJVC
St. Denis J. Villere & Co
Louisiana
$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$193M -$143K -2,818 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M +$229K +4,506 +0.2%
Nordea Investment Management
3
Nordea Investment Management
Sweden
$57.5M -$1.83M -36,292 -3%
CIP
4
Champlain Investment Partners
Vermont
$56.9M +$8.49M +167,295 +18%
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$49.8M -$2.8M -55,202 -5%
SIMG
6
Stephens Investment Management Group
Texas
$49.1M +$110K +2,176 +0.2%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$48M -$335K -6,592 -0.7%
State Street
8
State Street
Massachusetts
$46.3M +$2.02M +39,831 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26M +$665K +13,103 +3%
EA
10
Emerald Advisers
Pennsylvania
$22.9M +$102 +2 +0%
Westfield Capital Management
11
Westfield Capital Management
Massachusetts
$22M +$4.54M +89,410 +26%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19M -$2.13K -42 -0%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$18.7M +$2.22M +43,707 +13%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$18.3M +$12.5M +246,541 +215%
GCM
15
Geneva Capital Management
Wisconsin
$17.8M +$19.6K +386 +0.1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$17.2M -$20.8M -409,875 -55%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$16.3M +$10.3M +203,917 +175%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$14.9M +$79.2K +1,561 +0.5%
American Century Companies
19
American Century Companies
Missouri
$14.4M -$3.41M -67,287 -19%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$13.3M -$495K -9,745 -4%
Northern Trust
21
Northern Trust
Illinois
$12.6M +$86.8K +1,710 +0.7%
RI
22
Redwood Investments
Massachusetts
$11.6M -$762K -15,008 -6%
KCM
23
Kornitzer Capital Management
Kansas
$10.4M – – –
Norges Bank
24
Norges Bank
Norway
$10.2M – – –
Federated Hermes
25
Federated Hermes
Pennsylvania
$9.94M +$587K +11,570 +6%
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