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Palomar
PLMR

Overview Fund Activity

218 hedge funds and large institutions have $1.87B invested in Palomar in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
78
Reduced
73
Closed
26
Calls
$3.91M
Puts
$1.18M
Net Calls
+$2.73M
Net Calls Change
+$3.29M

Top Buyers

1
AIM
Artemis Investment Management
United Kingdom
$20.9M
2
FAM
Fred Alger Management
New York
$20.3M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$13.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$15M
5
DCM
Driehaus Capital Management
Illinois
$21.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$0
2
Morgan Stanley
Morgan Stanley
New York
$22.1M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
$56.5M
4
ACA
Atlas Capital Advisors
Wyoming
$4.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$333M -$3.72M -44,419 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$201M +$3.39M +40,453 +2%
CIP
3
Champlain Investment Partners
Vermont
$112M +$5.84M +69,615 +5%
SIMG
4
Stephens Investment Management Group
Texas
$90.1M -$166K -1,982 -0.2%
State Street
5
State Street
Massachusetts
$82.6M +$2.88M +34,315 +4%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$77.7M -$2.27M -27,020 -3%
SDJVC
7
St. Denis J. Villere & Co
Louisiana
$56.5M -$24.2M -288,341 -30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$46.7M +$1.63M +19,388 +4%
American Century Companies
9
American Century Companies
Missouri
$42.2M +$6.34M +75,618 +18%
EA
10
Emerald Advisers
Pennsylvania
$37.7M +$390K +4,658 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$37.1M +$1.73M +20,646 +5%
Westfield Capital Management
12
Westfield Capital Management
Massachusetts
$36.7M -$1.94M -23,133 -5%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$31.5M +$18.4K +219 +0.1%
GCM
14
Geneva Capital Management
Wisconsin
$29.2M -$177K -2,106 -0.6%
Morgan Stanley
15
Morgan Stanley
New York
$22.1M -$27.2M -324,080 -55%
Norges Bank
16
Norges Bank
Norway
$21.6M +$6.95M +82,900 +47%
DCM
17
Driehaus Capital Management
Illinois
$21.5M +$9.61M +114,631 +81%
AIM
18
Artemis Investment Management
United Kingdom
$20.9M +$20.9M +249,454 New
FAM
19
Fred Alger Management
New York
$20.3M +$20.3M +241,633 New
Northern Trust
20
Northern Trust
Illinois
$20.3M -$261K -3,111 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$20M -$819K -9,771 -4%
Axa
22
Axa
France
$19.1M +$2.79M +33,249 +17%
Federated Hermes
23
Federated Hermes
Pennsylvania
$18.2M +$1.46M +17,437 +9%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$17.8M -$543K -6,480 -3%
Charles Schwab
25
Charles Schwab
California
$17.5M +$585K +6,984 +3%
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