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Polaris
PII

Overview Fund Activity

432 hedge funds and large institutions have $5.45B invested in Polaris in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-16
Holders Change %
-3.57%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
140
Reduced
159
Closed
54
Calls
$51.7M
Puts
$66M
Net Calls
-$14.3M
Net Calls Change
-$30.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$594M
2
State Street
2
State Street
Massachusetts
$439M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$23.7M
5
SAM
5
Scopus Asset Management
New York
$9.93M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$45.8M
2
American Century Companies
2
American Century Companies
Missouri
$77.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$15.2M
4
AWM
4
Absher Wealth Management
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$327K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
251
Avantax Advisory Services
Texas
$416K +$8.04K +81 +2%
HR
252
Howe & Rusling
New York
$397K +$98.6K +994 +33%
PAS
253
Park Avenue Securities
New York
$393K -$99 -1 -0%
EF
254
Empirical Finance
Pennsylvania
$392K +$2.39K +24 +0.6%
TWI
255
Thomas White International
Illinois
$390K – – –
FM
256
Foster & Motley
Ohio
$388K -$36.3K -366 -9%
PAMS
257
Pictet Asset Management (Switzerland)
Switzerland
$388K -$28.7K -289 -7%
VFP
258
Verus Financial Partners
Virginia
$388K – – –
LNWWM
259
Laird Norton Wetherby Wealth Management
California
$386K +$46K +463 +14%
CW
260
CreativeOne Wealth
Kansas
$377K -$14.6K -147 -4%
RFC
261
Regions Financial Corp
Alabama
$374K -$56.4K -568 -13%
MIA
262
MainStreet Investment Advisors
Illinois
$369K -$3.38K -34 -0.9%
TCM
263
Teza Capital Management
Illinois
$369K +$369K +3,718 New
CA
264
Claro Advisors
Massachusetts
$368K +$138K +1,392 +60%
MML Investors Services
265
MML Investors Services
Massachusetts
$366K -$22.9K -231 -6%
Janney Montgomery Scott
266
Janney Montgomery Scott
Pennsylvania
$365K -$564K -5,418 -61%
HAG
267
HighPoint Advisor Group
Illinois
$364K +$364K +3,356 New
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$353K +$16.2K +162 +5%
WS
269
Wedbush Securities
California
$352K -$77.1K -776 -18%
HWAM
270
Hennion & Walsh Asset Management
New Jersey
$347K -$2.38K -24 -0.7%
PFS
271
Prospera Financial Services
Texas
$346K -$18.6K -188 -5%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$346K +$1.29K +13 +0.4%
CIAS
273
Capital Investment Advisory Services
North Carolina
$341K +$14.9K +150 +5%
Mitsubishi UFJ Trust & Banking
274
Mitsubishi UFJ Trust & Banking
Japan
$340K -$356K -3,592 -51%
CG
275
Colony Group
Massachusetts
$337K -$23.3K -235 -6%
9 10
11
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