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Palomar
PLMR

Overview Fund Activity

278 hedge funds and large institutions have $2.56B invested in Palomar in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 34 closing their positions.

Holders
278
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
42
Increased
111
Reduced
87
Closed
34
Calls
$2.74M
Puts
$1.49M
Net Calls
+$1.25M
Net Calls Change
-$1.49M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$82.9M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$62.7M
3
BlackRock
3
BlackRock
New York
$456M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.6M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$14.8M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$86.7M
2
SIMG
2
Stephens Investment Management Group
Texas
$71.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.5M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$56.8M
5
FMI
5
F/M Investments
District of Columbia
$5.52M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$456M 4,313,994 +153,108 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$272M 2,574,923 +53,123 +2%
State Street
3
State Street
Massachusetts
$123M 1,167,210 +69,508 +6%
CIP
4
Champlain Investment Partners
Vermont
$86.7M 821,520 -369,290 -31%
American Century Companies
5
American Century Companies
Missouri
$82.9M 785,419 +210,523 +37%
SIMG
6
Stephens Investment Management Group
Texas
$71.8M 679,634 -194,010 -22%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$65.4M 618,840 +18,748 +3%
Westfield Capital Management
8
Westfield Capital Management
Massachusetts
$62.7M 593,460 +199,052 +50%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$59.3M 561,740 +17,320 +3%
DCM
10
Driehaus Capital Management
Illinois
$57.2M 542,142 -39,280 -7%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$56.8M 538,232 -106,203 -16%
AIM
12
Artemis Investment Management
United Kingdom
$48.1M 455,082 +71,806 +19%
EA
13
Emerald Advisers
Pennsylvania
$45.9M 435,043 -14,930 -3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$45.6M 432,060 +122,057 +39%
SDJVC
15
St. Denis J. Villere & Co
Louisiana
$41.2M 389,933 -28,135 -7%
Federated Hermes
16
Federated Hermes
Pennsylvania
$39.5M 374,523 +37,642 +11%
Macquarie Group
17
Macquarie Group
Australia
$37.3M 353,493 -1,732 -0.5%
GCM
18
Geneva Capital Management
Wisconsin
$35.5M 336,381 -4,382 -1%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$32.7M 309,351 -59,426 -16%
Northern Trust
20
Northern Trust
Illinois
$29.4M 278,240 +42,133 +18%
Morgan Stanley
21
Morgan Stanley
New York
$27.5M 260,584 -106,686 -29%
FAM
22
Fred Alger Management
New York
$27.1M 256,496 -36,936 -13%
Axa
23
Axa
France
$26.2M 247,882 -43,834 -15%
Handelsbanken Fonder
24
Handelsbanken Fonder
Sweden
$25.8M 244,602 +5,335 +2%
Charles Schwab
25
Charles Schwab
California
$25.4M 240,176 +9,624 +4%
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