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Palomar

279 hedge funds and large institutions have $2.57B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

84% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.49M

30% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 87

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $2.27B → $2.57B (+$294M)

2% more funds holding

Funds holding: 274279 (+5)

0.06% less ownership

Funds ownership: 91.78%91.72% (-0.06%)

Holders
279
Holders Change
+5
Holders Change %
+1.82%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
41
Increased
113
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$456M +$15.5M +153,108 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$272M +$5.39M +53,123 +2%
State Street
3
State Street
Massachusetts
$123M +$7.05M +69,508 +6%
CIP
4
Champlain Investment Partners
Vermont
$86.7M -$37.5M -369,290 -31%
American Century Companies
5
American Century Companies
Missouri
$82.9M +$21.4M +210,523 +37%
SIMG
6
Stephens Investment Management Group
Texas
$71.8M -$19.7M -194,010 -22%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$65.4M +$1.9M +18,748 +3%
Westfield Capital Management
8
Westfield Capital Management
Massachusetts
$62.7M +$20.2M +199,052 +50%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$59.3M +$1.76M +17,320 +3%
DCM
10
Driehaus Capital Management
Illinois
$57.2M -$3.98M -39,280 -7%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$56.8M -$10.8M -106,203 -16%
AIM
12
Artemis Investment Management
United Kingdom
$48.1M +$7.28M +71,806 +19%
EA
13
Emerald Advisers
Pennsylvania
$45.9M -$1.51M -14,930 -3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$45.6M +$12.4M +122,057 +39%
SDJVC
15
St. Denis J. Villere & Co
Louisiana
$41.2M -$2.85M -28,135 -7%
Federated Hermes
16
Federated Hermes
Pennsylvania
$39.5M +$3.82M +37,642 +11%
Macquarie Group
17
Macquarie Group
Australia
$37.3M -$176K -1,732 -0.5%
GCM
18
Geneva Capital Management
Wisconsin
$35.5M -$444K -4,382 -1%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$32.7M -$6.03M -59,426 -16%
Northern Trust
20
Northern Trust
Illinois
$29.4M +$4.27M +42,133 +18%
Morgan Stanley
21
Morgan Stanley
New York
$27.5M -$10.8M -106,686 -29%
FAM
22
Fred Alger Management
New York
$27.1M -$3.75M -36,936 -13%
Axa
23
Axa
France
$26.2M -$4.45M -43,834 -15%
Handelsbanken Fonder
24
Handelsbanken Fonder
Sweden
$25.8M +$541K +5,335 +2%
Charles Schwab
25
Charles Schwab
California
$25.4M +$976K +9,624 +4%

PLMR Hedge Fund Activity: Q4 2024 in Review

279 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q4 2024, worth a combined $2.57B — up 13% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PLMR positions and 34 closed out — a net gain of 7 holders — while 113 added to existing stakes and 87 trimmed.

The largest buyer was American Century Companies, adding an estimated $21.4M. The largest seller was Champlain Investment Partners, cutting an estimated $37.5M.

  • 279 institutional investors held Palomar (PLMR) as of Q4 2024, up from 274 in Q3 2024.
  • Funds reported $2.57B of Palomar stock for Q4 2024, up 13% quarter-over-quarter.
  • 41 funds opened new Palomar positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Palomar buyer in Q4 2024 was American Century Companies, an estimated $21.4M added.
  • The largest Palomar seller in Q4 2024 was Champlain Investment Partners, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2024.