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Palomar
PLMR

Overview Fund Activity

202 hedge funds and large institutions have $1.26B invested in Palomar in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+23
Holders Change %
+12.85%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
68
Reduced
76
Closed
14
Calls
$2.16M
Puts
$2.71M
Net Calls
-$555K
Net Calls Change
+$272K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$32.6M
2
BlackRock
BlackRock
New York
$223M
3
Prudential Financial
Prudential Financial
New Jersey
$12.1M
4
CIP
Champlain Investment Partners
Vermont
$70.6M
5
American Century Companies
American Century Companies
Missouri
$23.7M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.5M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$48.5M
3
RI
Redwood Investments
Massachusetts
$3.42M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$223M +$11.8M +213,034 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M +$4.74M +85,329 +4%
CIP
3
Champlain Investment Partners
Vermont
$70.6M +$8.34M +150,200 +13%
SIMG
4
Stephens Investment Management Group
Texas
$59.8M +$6.06M +109,261 +11%
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$53.4M -$1.03M -18,534 -2%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$53M +$525K +9,462 +1%
State Street
7
State Street
Massachusetts
$52.8M +$2.14M +38,490 +4%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$48.5M -$15.1M -271,101 -24%
Morgan Stanley
9
Morgan Stanley
New York
$32.6M +$22.7M +409,106 +230%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$29.9M +$1.45M +26,102 +5%
Westfield Capital Management
11
Westfield Capital Management
Massachusetts
$25.6M +$1.51M +27,199 +6%
EA
12
Emerald Advisers
Pennsylvania
$24.7M -$344K -6,207 -1%
American Century Companies
13
American Century Companies
Missouri
$23.7M +$7.96M +143,386 +50%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$23.4M +$2.92M +52,659 +14%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.8M +$17.8K +320 +0.1%
GCM
16
Geneva Capital Management
Wisconsin
$19.4M +$29.2K +526 +0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$13.8M -$742K -13,364 -5%
Northern Trust
18
Northern Trust
Illinois
$13.6M -$253K -4,567 -2%
ACA
19
Atlas Capital Advisors
Wyoming
$12.4M +$4.88M +88,017 +65%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$12.2M -$6.61M -119,165 -35%
Prudential Financial
21
Prudential Financial
New Jersey
$12.1M +$10.5M +188,480 +642%
KCM
22
Kornitzer Capital Management
Kansas
$11.4M – – –
Charles Schwab
23
Charles Schwab
California
$11.2M +$327K +5,897 +3%
Federated Hermes
24
Federated Hermes
Pennsylvania
$11.1M +$207K +3,737 +2%
Axa
25
Axa
France
$10.8M +$7.86M +141,544 +264%
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