PII icon

Polaris
PII

Overview Fund Activity

416 hedge funds and large institutions have $4.22B invested in Polaris in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 102 increasing their positions, 158 reducing their positions, and 84 closing their positions.

Holders
416
Holders Change
+27
Holders Change %
+6.94%
% of All Funds
8.55%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.1%
New
115
Increased
102
Reduced
158
Closed
84
Calls
$52.6M
Puts
$121M
Net Calls
-$68.6M
Net Calls Change
-$70.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$193M
2
State Street
2
State Street
Massachusetts
$471M
3
Capital World Investors
3
Capital World Investors
California
$54.7M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$37.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$47M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$65.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12M
3
BlackRock
3
BlackRock
New York
$485M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$58.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$557M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
276
Renaissance Technologies
New York
$324K 3,500 -289,211 -99%
AFAS
277
Acorn Financial Advisory Services
Virginia
$323K 3,491 +3,491 New
PFS
278
Prospera Financial Services
Texas
$318K 3,460 -4,729 -58%
SCM
279
Shelton Capital Management
Colorado
$310K 3,350 +3,350 New
WS
280
Wedbush Securities
California
$308K 3,332 +3,332 New
BFM
281
Boothbay Fund Management
New York
$303K 3,270 +3,270 New
NNP
282
Nachman Norwood & Parrott
South Carolina
$302K 3,264 +3,264 New
DCM
283
Dupont Capital Management
Delaware
$298K 3,218 -1,681 -34%
NA
284
NewEdge Advisors
Louisiana
$295K 3,192 +3,192 New
Janney Montgomery Scott
285
Janney Montgomery Scott
Pennsylvania
$283K 3,061 +3,061 New
IB
286
Intrust Bank
Kansas
$282K 3,045 +3,045 New
SF
287
Symphony Financial
Texas
$278K 2,999 +2,999 New
WSC
288
Wellington Shields & Co
New York
$278K 3,000 +3,000 New
AC
289
Albar Capital
United Kingdom
$278K 3,000 +3,000 New
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$276K 2,980 -180 -6%
EP
291
Eudaimonia Partners
Tennessee
$276K 2,987 -165 -5%
PWAG
292
Polaris Wealth Advisory Group
California
$273K 3,000 +3,000 New
FCBT
293
First Citizens Bank & Trust
North Carolina
$262K 2,836 +2,836 New
PA
294
Profund Advisors
Maryland
$259K 2,799 +2,799 New
MWM
295
Marietta Wealth Management
Georgia
$253K 2,737 +2,737 New
Tudor Investment Corp
296
Tudor Investment Corp
Connecticut
$252K 2,726 -1,723 -39%
AAS
297
Avantax Advisory Services
Texas
$248K 2,682 +2,682 New
HH
298
Hilltop Holdings
Texas
$247K 2,669 +2,669 New
EB
299
Eastern Bank
Massachusetts
$241K 2,600 +2,600 New
Neuberger Berman Group
300
Neuberger Berman Group
New York
$227K 2,460 +2,460 New
10 11
12
13 14