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Palomar
PLMR

Overview Fund Activity

272 hedge funds and large institutions have $2.26B invested in Palomar in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+44
Holders Change %
+19.3%
% 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
106
Reduced
63
Closed
20
Calls
$3.9M
Puts
$1.16M
Net Calls
+$2.74M
Net Calls Change
+$189K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
$55M
2
BlackRock
BlackRock
New York
$394M
3
Vanguard Group
Vanguard Group
Pennsylvania
$239M
4
American Century Companies
American Century Companies
Missouri
$54.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$11M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$61M
2
CIP
Champlain Investment Partners
Vermont
$113M
3
SIMG
Stephens Investment Management Group
Texas
$82.7M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
5
ACA
Atlas Capital Advisors
Wyoming
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$394M +$20.1M +212,005 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$239M +$14.6M +153,924 +7%
CIP
3
Champlain Investment Partners
Vermont
$113M -$13.5M -142,495 -11%
State Street
4
State Street
Massachusetts
$104M +$3.04M +32,151 +3%
SIMG
5
Stephens Investment Management Group
Texas
$82.7M -$11.9M -125,236 -13%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$61M -$19.6M -206,906 -24%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$56.8M +$1.74M +18,335 +3%
DCM
8
Driehaus Capital Management
Illinois
$55M +$26.6M +281,209 +94%
American Century Companies
9
American Century Companies
Missouri
$54.4M +$12.2M +128,629 +29%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$51.5M +$3.37M +35,550 +7%
EA
11
Emerald Advisers
Pennsylvania
$42.6M +$814K +8,601 +2%
SDJVC
12
St. Denis J. Villere & Co
Louisiana
$39.6M -$286K -3,018 -0.7%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$37.3M +$7.34M +77,552 +24%
AIM
14
Artemis Investment Management
United Kingdom
$36.3M +$4.15M +43,812 +13%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$34.9M -$629K -6,643 -2%
Morgan Stanley
16
Morgan Stanley
New York
$34.8M +$6.61M +69,816 +23%
Macquarie Group
17
Macquarie Group
Australia
$33.6M -$620K -6,545 -2%
GCM
18
Geneva Capital Management
Wisconsin
$32.3M +$95.5K +1,009 +0.3%
Federated Hermes
19
Federated Hermes
Pennsylvania
$31.9M +$9.43M +99,622 +42%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$29.3M -$826K -8,730 -3%
FAM
21
Fred Alger Management
New York
$27.8M -$235K -2,484 -0.8%
Axa
22
Axa
France
$27.6M +$2.26M +23,840 +9%
Handelsbanken Fonder
23
Handelsbanken Fonder
Sweden
$22.7M +$94.7K +1,000 +0.4%
Northern Trust
24
Northern Trust
Illinois
$22.4M +$278K +2,932 +1%
Charles Schwab
25
Charles Schwab
California
$21.8M +$1.37M +14,509 +7%
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