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Palomar
PLMR

Overview Fund Activity

228 hedge funds and large institutions have $1.83B invested in Palomar in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
92
Reduced
73
Closed
24
Calls
$3.34M
Puts
$787K
Net Calls
+$2.55M
Net Calls Change
-$184K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$29.4M
2
Victory Capital Management
Victory Capital Management
Texas
$14.4M
3
FMI
F/M Investments
District of Columbia
$11.9M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$13.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.9M

Top Sellers

1
SDJVC
St. Denis J. Villere & Co
Louisiana
$34.2M
2
Prudential Financial
Prudential Financial
New Jersey
$3.99M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$25.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$666K
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$320M -$1.82M -22,433 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$192M -$2.89M -35,644 -1%
CIP
3
Champlain Investment Partners
Vermont
$108M -$608K -7,490 -0.6%
State Street
4
State Street
Massachusetts
$86.5M +$6.49M +80,029 +8%
SIMG
5
Stephens Investment Management Group
Texas
$81.1M -$6.15M -75,744 -7%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$69.1M -$6.16M -75,929 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$47.2M +$1.99M +24,515 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$41.3M +$5.39M +66,478 +15%
American Century Companies
9
American Century Companies
Missouri
$36.2M -$4.63M -57,053 -11%
EA
10
Emerald Advisers
Pennsylvania
$35.8M -$699K -8,617 -2%
SDJVC
11
St. Denis J. Villere & Co
Louisiana
$34.2M -$20.6M -253,284 -38%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$30.5M -$5.28K -65 -0%
Macquarie Group
13
Macquarie Group
Australia
$29.4M +$26.1M +321,178 +791%
GCM
14
Geneva Capital Management
Wisconsin
$27.6M -$684K -8,423 -2%
AIM
15
Artemis Investment Management
United Kingdom
$27.5M +$7.3M +90,010 +36%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$25.9M +$8.61M +106,145 +50%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$25.7M -$9.78M -120,556 -28%
DCM
18
Driehaus Capital Management
Illinois
$24.4M +$3.56M +43,841 +17%
Morgan Stanley
19
Morgan Stanley
New York
$24.1M +$2.79M +34,372 +13%
FAM
20
Fred Alger Management
New York
$24M +$4.41M +54,283 +22%
Axa
21
Axa
France
$21.7M +$3.21M +39,498 +17%
Handelsbanken Fonder
22
Handelsbanken Fonder
Sweden
$19.3M +$6.51M +80,282 +51%
Federated Hermes
23
Federated Hermes
Pennsylvania
$19.3M +$1.63M +20,143 +9%
Northern Trust
24
Northern Trust
Illinois
$18.9M -$682K -8,405 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$18.3M -$1.09M -13,449 -6%
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