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Polaris
PII

Overview Fund Activity

426 hedge funds and large institutions have $4.85B invested in Polaris in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
7.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
44
Increased
113
Reduced
174
Closed
42
Calls
$49.7M
Puts
$91.4M
Net Calls
-$41.7M
Net Calls Change
-$27.4M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$36.4M
2
Capital World Investors
Capital World Investors
California
$582M
3
Vanguard Group
Vanguard Group
Pennsylvania
$563M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.43M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$13.2M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$30.7M
4
EIP
Epoch Investment Partners
New York
$820K
5
State Street
State Street
Massachusetts
$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
251
Avantax Advisory Services
Texas
$417K +$16K +167 +4%
TIA
252
Tiemann Investment Advisors
California
$410K -$382K -4,000 -48%
Vontobel Holding
253
Vontobel Holding
Switzerland
$407K -$24.5K -256 -6%
CIA
254
Capital Investment Advisors
Georgia
$407K -$1.82K -19 -0.4%
Allspring Global Investments
255
Allspring Global Investments
North Carolina
$406K -$27.7K -290 -6%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$403K +$574 +6 +0.1%
PIMG
257
Patriot Investment Management Group
Tennessee
$397K +$397K +4,155 New
PAS
258
Park Avenue Securities
New York
$395K +$16.8K +176 +4%
ESCM
259
Echo Street Capital Management
New York
$392K +$392K +4,103 New
Verition Fund Management
260
Verition Fund Management
Connecticut
$390K +$390K +4,074 New
AFAS
261
Acorn Financial Advisory Services
Virginia
$381K -$50.9K -533 -12%
TWI
262
Thomas White International
Illinois
$375K – – –
PAMS
263
Pictet Asset Management (Switzerland)
Switzerland
$374K – – –
CA
264
Claro Advisors
Massachusetts
$368K – – –
HR
265
Howe & Rusling
New York
$362K -$20.8K -217 -5%
KAS
266
Kestra Advisory Services
Texas
$360K +$62.9K +657 +21%
FM
267
Foster & Motley
Ohio
$358K -$15.8K -165 -4%
MIA
268
MainStreet Investment Advisors
Illinois
$356K – – –
RFC
269
Regions Financial Corp
Alabama
$354K -$5.34K -56 -1%
LNWWM
270
Laird Norton Wetherby Wealth Management
California
$351K -$20.4K -213 -5%
MM
271
MQS Management
New York
$351K +$351K +3,670 New
TRIA
272
Trail Ridge Investment Advisors
Colorado
$350K -$39.3K -337 -10%
WS
273
Wedbush Securities
California
$348K +$9K +94 +3%
OC
274
Oppenheimer & Co
New York
$343K +$48.5K +506 +16%
Janney Montgomery Scott
275
Janney Montgomery Scott
Pennsylvania
$340K +$4.59K +48 +1%
9 10
11
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