PII icon

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 %
NS
251
NBC Securities
Alabama
$312K -$117K -1,415 -27%
BP
252
Ballentine Partners
Massachusetts
$305K +$55.6K +668 +22%
SCM
253
Shelton Capital Management
Colorado
$304K – – –
P
254
&Partners
Tennessee
$303K +$303K +4,527 New
AI
255
Atria Investments
North Carolina
$299K -$98.5K -1,183 -25%
OTL
256
Oak Thistle LLC
New York
$297K +$297K +3,571 New
NCM
257
Novare Capital Management
North Carolina
$292K -$240K -2,880 -45%
QC
258
Quadrature Capital
United Kingdom
$291K -$814K -9,776 -74%
Wealth Enhancement Advisory Services
259
Wealth Enhancement Advisory Services
Minnesota
$285K -$999 -12 -0.3%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$283K +$114K +1,371 +68%
HWAM
261
Hennion & Walsh Asset Management
New Jersey
$279K +$279K +3,346 New
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$278K -$5K -60 -2%
PSIWM
263
Paradigm Strategies in Wealth Management
Minnesota
$277K +$2.16K +26 +0.8%
AIM
264
Avity Investment Management
Connecticut
$275K -$243K -2,920 -47%
RCM
265
Radnor Capital Management
Pennsylvania
$274K +$274K +3,290 New
ACA
266
Aptus Capital Advisors
Alabama
$269K -$4.41K -53 -2%
FL
267
FreeGulliver LLC
Louisiana
$267K +$499 +6 +0.2%
SLC
268
Second Line Capital
Louisiana
$262K – – –
M&T Bank
269
M&T Bank
New York
$261K +$25.7K +309 +11%
HAG
270
HighPoint Advisor Group
Illinois
$254K +$8.17K +116 +3%
CB
271
Commerce Bank
Missouri
$254K -$465K -5,589 -65%
RWP
272
RWA Wealth Partners
Massachusetts
$250K – – –
KCM
273
Kaye Capital Management
California
$250K – – –
LC
274
LCNB Corp
Ohio
$250K -$2.83K -34 -1%
MSRPS
275
Maryland State Retirement & Pension System
Maryland
$248K -$94.2K -1,132 -28%
9 10
11
12 13