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Polaris
PII

Overview Fund Activity

433 hedge funds and large institutions have $3.8B invested in Polaris in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 169 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
-12
Holders Change %
-2.7%
% of All Funds
6.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
127
Reduced
169
Closed
75
Calls
$39.9M
Puts
$48.8M
Net Calls
-$8.83M
Net Calls Change
-$2.68M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$162M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$107M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$32.2M
4
American Century Companies
4
American Century Companies
Missouri
$62.6M
5
Charles Schwab
5
Charles Schwab
California
$46.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$480M
2
GKIM
2
GW&K Investment Management
Massachusetts
$22K
3
Millennium Management
3
Millennium Management
New York
$16.3M
4
MPI
4
Mairs & Power Inc
Minnesota
$6.55M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$439K – – –
Baird Financial Group
227
Baird Financial Group
Wisconsin
$426K -$110K -1,324 -21%
KWA
228
Kingswood Wealth Advisors
California
$416K +$416K +4,993 New
II
229
Inspire Investing
Idaho
$409K -$1.65M -19,840 -80%
Prudential Financial
230
Prudential Financial
New Jersey
$402K -$827K -9,936 -67%
Truist Financial
231
Truist Financial
North Carolina
$402K -$1.92M -23,086 -83%
AAS
232
Avantax Advisory Services
Texas
$401K -$71.9K -864 -15%
NRD
233
Nebula Research & Development
New York
$392K +$392K +4,708 New
OIA
234
OneDigital Investment Advisors
Kansas
$391K -$119K -1,433 -23%
RAG
235
RIA Advisory Group
Iowa
$387K +$387K +4,652 New
IP
236
Isthmus Partners
Wisconsin
$384K +$50.4K +605 +15%
CB
237
Cadence Bank
Mississippi
$375K -$3.75K -45 -1%
SA
238
SpiderRock Advisors
Delaware
$375K – – –
SPIA
239
Steward Partners Investment Advisory
New York
$367K +$49.4K +593 +16%
Pathstone Holdings
240
Pathstone Holdings
New Jersey
$367K +$29.6K +355 +9%
CA
241
Calton & Associates
Florida
$366K +$366K +4,402 New
HighTower Advisors
242
HighTower Advisors
Illinois
$361K +$60.7K +731 +20%
VI
243
Vestcor Inc
New Brunswick, Canada
$354K – – –
TIA
244
Tiemann Investment Advisors
California
$350K +$8.32K +100 +2%
SAM
245
Securian Asset Management
Minnesota
$339K -$11.6K -139 -3%
SSA
246
Sierra Summit Advisors
Nevada
$338K +$52.9K +635 +19%
PAG
247
Private Advisor Group
New Jersey
$334K -$166 -2 -0%
CIA
248
Capital Investment Advisors
Georgia
$321K -$7.49K -90 -2%
CG
249
Caprock Group
Idaho
$319K +$319K +3,838 New
Walleye Trading
250
Walleye Trading
New York
$317K -$228K -2,734 -42%
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