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Palomar

274 hedge funds and large institutions have $2.27B invested in Palomar in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 18

235% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.16M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 64

25% more capital invested

Capital invested by funds: $1.82B → $2.27B (+$448M)

20% more funds holding

Funds holding: 228274 (+46)

1.55% more ownership

Funds ownership: 90.23%91.78% (+1.6%)

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
107
Reduced
64
Closed
18
Calls
$3.9M
Puts
$1.16M
Net Calls
+$2.74M
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$394M +$19.5M +212,005 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$239M +$14.2M +153,924 +7%
CIP
3
Champlain Investment Partners
Vermont
$113M -$13.1M -142,495 -11%
State Street
4
State Street
Massachusetts
$104M +$2.96M +32,151 +3%
SIMG
5
Stephens Investment Management Group
Texas
$82.7M -$11.5M -125,236 -13%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$61M -$19.1M -206,906 -24%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$56.8M +$1.69M +18,335 +3%
DCM
8
Driehaus Capital Management
Illinois
$55M +$25.9M +281,209 +94%
American Century Companies
9
American Century Companies
Missouri
$54.4M +$11.9M +128,629 +29%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$51.5M +$3.28M +35,550 +7%
EA
11
Emerald Advisers
Pennsylvania
$42.6M +$793K +8,601 +2%
SDJVC
12
St. Denis J. Villere & Co
Louisiana
$39.6M -$278K -3,018 -0.7%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$37.3M +$7.15M +77,552 +24%
AIM
14
Artemis Investment Management
United Kingdom
$36.3M +$4.04M +43,812 +13%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$34.9M -$612K -6,643 -2%
Morgan Stanley
16
Morgan Stanley
New York
$34.8M +$6.43M +69,816 +23%
Macquarie Group
17
Macquarie Group
Australia
$33.6M -$603K -6,545 -2%
GCM
18
Geneva Capital Management
Wisconsin
$32.3M +$93K +1,009 +0.3%
Federated Hermes
19
Federated Hermes
Pennsylvania
$31.9M +$9.18M +99,622 +42%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$29.3M -$804K -8,730 -3%
FAM
21
Fred Alger Management
New York
$27.8M -$229K -2,484 -0.8%
Axa
22
Axa
France
$27.6M +$2.2M +23,840 +9%
Handelsbanken Fonder
23
Handelsbanken Fonder
Sweden
$22.7M +$92.1K +1,000 +0.4%
Northern Trust
24
Northern Trust
Illinois
$22.4M +$270K +2,932 +1%
Charles Schwab
25
Charles Schwab
California
$21.8M +$1.34M +14,509 +7%

PLMR Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q3 2024, worth a combined $2.27B — up 25% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLMR positions and 18 closed out — a net gain of 47 holders — while 107 added to existing stakes and 64 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $25.9M. The largest seller was Sumitomo Mitsui Trust Group, cutting an estimated $19.1M.

  • 274 institutional investors held Palomar (PLMR) as of Q3 2024, up from 228 in Q2 2024.
  • Funds reported $2.27B of Palomar stock for Q3 2024, up 25% quarter-over-quarter.
  • 65 funds opened new Palomar positions in Q3 2024 and 18 closed out, a net change of +47 holders.
  • The largest Palomar buyer in Q3 2024 was Driehaus Capital Management, an estimated $25.9M added.
  • The largest Palomar seller in Q3 2024 was Sumitomo Mitsui Trust Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.