Polar Asset Management Partners’s NuScale Power SMR Stock Holding History

Polar Asset Management Partners’s Portfolio SMR Stock Details SMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,747	Closed	-$300K	–	714
2024 Q4	$300K	Sell	16,747 -173,200	-91%	-$3.57M	﹤0.01%	484
2024 Q3	$2.2M	Sell	189,947 -146,924	-44%	-$1.5M	0.05%	327
2024 Q2	$3.94M	Buy	336,871 +100,210	+42%	+$714K	0.08%	234
2024 Q1	$1.26M	Buy	+236,661	New	+$849K	0.02%	413
2023 Q3	–	Sell	-142,187	Closed	-$967K	–	963
2023 Q2	$967K	Buy	+142,187	New	+$1.15M	0.02%	522
2023 Q1	–	Sell	-142,187	Closed	-$1.27M	–	1150
2022 Q4	$1.27M	Hold	142,187	–	–	0.02%	668
2022 Q3	$1.38M	Hold	142,187	–	–	0.02%	733
2022 Q2	$1.14M	Buy	+142,187	New	+$1.42M	0.01%	745

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SCTC

Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polar Asset Management Partners's SMR Position: Q1 2025 in Review

Polar Asset Management Partners sold out of NuScale Power (SMR) in Q1 2025, closing a stake of 16,747 shares — an estimated $300K sold.

Polar Asset Management Partners first reported a position in SMR in Q2 2022 and held it in 8 quarters. The position peaked at $3.94M in Q2 2024. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

Polar Asset Management Partners reported no remaining NuScale Power position as of Q1 2025 after selling out during the quarter.
Polar Asset Management Partners sold 16,747 NuScale Power shares in Q1 2025, an estimated $300K.
Polar Asset Management Partners first reported a position in NuScale Power in Q2 2022 and held it in 8 quarters.
Polar Asset Management Partners's NuScale Power position peaked at $3.94M in Q2 2024.
323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Polar Asset Management Partners's 13F filing for Q1 2025, filed 15 May 2025.