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Palomar
PLMR

Overview Fund Activity

381 hedge funds and large institutions have $3.75B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
88
Increased
139
Reduced
123
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M

Top Buyers

1
Invesco
Invesco
Georgia
$123M
2
AllianceBernstein
AllianceBernstein
Tennessee
$76.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$38.6M
4
A
AustralianSuper
Australia
$37.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$51.3M
2
AIM
Artemis Investment Management
United Kingdom
$49.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$62.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
FGP
Freestone Grove Partners
California
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$630M -$12M -77,528 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M +$1.57M +10,199 +0.4%
State Street
3
State Street
Massachusetts
$166M -$3.91M -25,322 -2%
American Century Companies
4
American Century Companies
Missouri
$131M +$2.65M +17,188 +2%
Invesco
5
Invesco
Georgia
$123M +$86.3M +559,383 +234%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$101M +$2.13M +13,802 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$90.4M +$1.24M +8,013 +1%
SIMG
8
Stephens Investment Management Group
Texas
$86.3M -$17.6M -113,969 -17%
AllianceBernstein
9
AllianceBernstein
Tennessee
$76.7M +$57M +369,697 +290%
DCM
10
Driehaus Capital Management
Illinois
$73.3M -$13M -84,234 -15%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$63.3M -$13.8M -89,726 -18%
Westfield Capital Management
12
Westfield Capital Management
Massachusetts
$62.9M -$32.5M -210,662 -34%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$53.5M -$12.2M -79,067 -19%
CIP
14
Champlain Investment Partners
Vermont
$51.3M -$41.8M -271,188 -45%
Morgan Stanley
15
Morgan Stanley
New York
$49.9M +$12.1M +78,354 +32%
AIM
16
Artemis Investment Management
United Kingdom
$49.5M -$32.6M -211,369 -40%
EA
17
Emerald Advisers
Pennsylvania
$49.5M -$8.57M -55,549 -15%
Federated Hermes
18
Federated Hermes
Pennsylvania
$47.3M -$9.94M -64,427 -17%
Northern Trust
19
Northern Trust
Illinois
$43M -$1.76M -11,431 -4%
SDJVC
20
St. Denis J. Villere & Co
Louisiana
$41.3M -$1.26M -8,182 -3%
Charles Schwab
21
Charles Schwab
California
$40.3M +$3.01M +19,496 +8%
GCM
22
Geneva Capital Management
Wisconsin
$40.2M +$2.27M +14,733 +6%
T. Rowe Price Investment Management
23
T. Rowe Price Investment Management
Maryland
$38.6M +$38.6M +250,277 New
Axa
24
Axa
France
$37.4M +$4.09M +26,514 +12%
A
25
AustralianSuper
Australia
$37.3M +$37.3M +241,510 New
1
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