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Palomar

228 hedge funds and large institutions have $1.82B invested in Palomar in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $3.33M | Put options by funds: $787K

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 74

4% more funds holding

Funds holding: 219228 (+9)

0.61% more ownership

Funds ownership: 89.62%90.23% (+0.61%)

2% less capital invested

Capital invested by funds: $1.87B → $1.82B (-$42.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
228
Holders Change
+9
Holders Change %
+4.11%
% of All Funds
3.29%
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
91
Reduced
74
Closed
25
Calls
$3.33M
Puts
$787K
Net Calls
+$2.55M
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$320M -$1.83M -22,433 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$192M -$2.9M -35,644 -1%
CIP
3
Champlain Investment Partners
Vermont
$108M -$610K -7,490 -0.6%
State Street
4
State Street
Massachusetts
$86.5M +$6.52M +80,029 +8%
SIMG
5
Stephens Investment Management Group
Texas
$81.1M -$6.17M -75,744 -7%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$69.1M -$6.19M -75,929 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$47.2M +$2M +24,515 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$41.3M +$5.42M +66,478 +15%
American Century Companies
9
American Century Companies
Missouri
$36.2M -$4.65M -57,053 -11%
EA
10
Emerald Advisers
Pennsylvania
$35.8M -$702K -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 -$5.3K -65 -0%
Macquarie Group
13
Macquarie Group
Australia
$29.4M +$26.2M +321,178 +791%
GCM
14
Geneva Capital Management
Wisconsin
$27.6M -$686K -8,423 -2%
AIM
15
Artemis Investment Management
United Kingdom
$27.5M +$7.34M +90,010 +36%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$25.9M +$8.65M +106,145 +50%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$25.7M -$9.82M -120,556 -28%
DCM
18
Driehaus Capital Management
Illinois
$24.4M +$3.57M +43,841 +17%
Morgan Stanley
19
Morgan Stanley
New York
$24.1M +$2.8M +34,372 +13%
FAM
20
Fred Alger Management
New York
$24M +$4.42M +54,283 +22%
Axa
21
Axa
France
$21.7M +$3.22M +39,498 +17%
Handelsbanken Fonder
22
Handelsbanken Fonder
Sweden
$19.3M +$6.54M +80,282 +51%
Federated Hermes
23
Federated Hermes
Pennsylvania
$19.3M +$1.64M +20,143 +9%
Northern Trust
24
Northern Trust
Illinois
$18.9M -$685K -8,405 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$18.3M -$1.1M -13,449 -6%

PLMR Hedge Fund Activity: Q2 2024 in Review

228 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2024, worth a combined $1.82B — down 2.3% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PLMR positions and 25 closed out — a net gain of 11 holders — while 91 added to existing stakes and 74 trimmed.

The largest buyer was Macquarie Group, adding an estimated $26.2M. The largest seller was St. Denis J. Villere & Co, cutting an estimated $20.6M.

  • 228 institutional investors held Palomar (PLMR) as of Q2 2024, up from 219 in Q1 2024.
  • Funds reported $1.82B of Palomar stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 36 funds opened new Palomar positions in Q2 2024 and 25 closed out, a net change of +11 holders.
  • The largest Palomar buyer in Q2 2024 was Macquarie Group, an estimated $26.2M added.
  • The largest Palomar seller in Q2 2024 was St. Denis J. Villere & Co, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2024.