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Polaris
PII

Overview Fund Activity

493 hedge funds and large institutions have $5.36B invested in Polaris in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 157 increasing their positions, 150 reducing their positions, and 71 closing their positions.

Holders
493
Holders Change
+20
Holders Change %
+4.23%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
102
Increased
157
Reduced
150
Closed
71
Calls
$49.6M
Puts
$77.4M
Net Calls
-$27.8M
Net Calls Change
-$17.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$305M
2
EIP
2
Epoch Investment Partners
New York
$37.6M
3
State Street
3
State Street
Massachusetts
$396M
4
Brown Advisory
4
Brown Advisory
Maryland
$48.4M
5
VanEck Associates
5
VanEck Associates
New York
$184M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$947K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$33.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$678M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.99M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CP
251
CenterBook Partners
Connecticut
$657K 5,980 +5,980 New
FWIA
252
Fort Washington Investment Advisors
Ohio
$652K 5,931 – –
MPPW
253
Mitchell & Pahl Private Wealth
Oklahoma
$652K 5,933 +381 +7%
PFM
254
Parsec Financial Management
North Carolina
$650K 5,916 – –
Pacer Advisors
255
Pacer Advisors
Pennsylvania
$646K 5,876 -31,454 -84%
JPMPWA
256
J.P. Morgan Private Wealth Advisors
California
$630K 5,732 -1,290 -18%
EA
257
Emerald Advisers
Pennsylvania
$615K 5,592 -2,631 -32%
SIA
258
SeaBridge Investment Advisors
New Jersey
$608K 5,532 -6,052 -52%
CB
259
Cadence Bank
Mississippi
$602K 5,477 +45 +0.8%
KeyBank National Association
260
KeyBank National Association
Ohio
$600K 5,457 -551 -9%
PAG
261
Private Advisor Group
New Jersey
$592K 5,391 -15 -0.3%
NA
262
NewEdge Advisors
Louisiana
$591K 5,380 +146 +3%
IA
263
IFG Advisory
Georgia
$584K 5,321 – –
SAM
264
Securian Asset Management
Minnesota
$561K 5,107 – –
CGH
265
Crossmark Global Holdings
Texas
$550K 5,008 +350 +8%
OSIA
266
O'Shares Investment Advisers
Massachusetts
$542K 4,932 +112 +2%
KFP
267
KMG Fiduciary Partners
Ohio
$527K 4,798 +1,911 +66%
RC
268
Rovin Capital
Arizona
$522K 4,748 +4,748 New
WS
269
Wedbush Securities
California
$519K 4,722 +367 +8%
LCM
270
Logan Capital Management
Pennsylvania
$511K 4,653 – –
AFAS
271
Acorn Financial Advisory Services
Virginia
$499K 4,537 -147 -3%
RFC
272
Regions Financial Corp
Alabama
$493K 4,489 -85 -2%
MSRPS
273
Maryland State Retirement & Pension System
Maryland
$488K 4,444 – –
FM
274
Foster & Motley
Ohio
$484K 4,405 +141 +3%
CIA
275
Capital Investment Advisors
Georgia
$471K 4,283 -950 -18%
9 10
11
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