Palomar
PLMR
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.
179% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more funds holding
Funds holding: 179 → 202 (+23)
13% more capital invested
Capital invested by funds: $1.12B → $1.26B (+$142M)
2.73% more ownership
Funds ownership: 88.96% → 91.68% (+2.7%)
11% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 76
20% less call options, than puts
Call options by funds: $2.16M | Put options by funds: $2.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.9M |
| 2 |
BlackRock
New York
|
+$11.9M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$10.5M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$8.4M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$8.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$18.7M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$15.2M |
| 3 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$9.39M |
| 4 |
JP Morgan Chase
New York
|
-$7.77M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.67M |
PLMR Hedge Fund Activity: Q4 2023 in Review
202 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2023, worth a combined $1.26B — up 13% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new PLMR positions and 14 closed out — a net gain of 25 holders — while 68 added to existing stakes and 76 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.9M. The largest seller was Point72 Asset Management, cutting an estimated $18.7M.
- 202 institutional investors held Palomar (PLMR) as of Q4 2023, up from 179 in Q3 2023.
- Funds reported $1.26B of Palomar stock for Q4 2023, up 13% quarter-over-quarter.
- 39 funds opened new Palomar positions in Q4 2023 and 14 closed out, a net change of +25 holders.
- The largest Palomar buyer in Q4 2023 was Morgan Stanley, an estimated $22.9M added.
- The largest Palomar seller in Q4 2023 was Point72 Asset Management, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2023.