Polar Asset Management Partners’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-752,232	Closed	-$4.77M	–	838
2025 Q3	$4.77M	Buy	+752,232	New	+$4.97M	0.05%	261

Other funds holding USA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Polar Asset Management Partners's USA Position: Q4 2025 in Review

Polar Asset Management Partners sold out of Liberty All-Star Equity Fund (USA) in Q4 2025, closing a stake of 752,232 shares — an estimated $4.77M sold.

Polar Asset Management Partners first reported a position in USA in Q3 2025 and held it in 1 quarter. The position peaked at $4.77M in Q3 2025. 227 funds tracked by Wall St. Rank hold USA as of Q4 2025.

Polar Asset Management Partners reported no remaining Liberty All-Star Equity Fund position as of Q4 2025 after selling out during the quarter.
Polar Asset Management Partners sold 752,232 Liberty All-Star Equity Fund shares in Q4 2025, an estimated $4.77M.
Polar Asset Management Partners first reported a position in Liberty All-Star Equity Fund in Q3 2025 and held it in 1 quarter.
Polar Asset Management Partners's Liberty All-Star Equity Fund position peaked at $4.77M in Q3 2025.
227 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2025.

Based on Polar Asset Management Partners's 13F filing for Q4 2025, filed 17 Feb 2026.