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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 %
TRIA
276
Trail Ridge Investment Advisors
Colorado
$463K 4,217 +4,217 New
TCWM
277
Total Clarity Wealth Management
Illinois
$462K 4,201 +6 +0.1%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$453K 4,121 -62 -1%
MML Investors Services
279
MML Investors Services
Massachusetts
$450K 4,090 -169 -4%
DWM
280
Drive Wealth Management
Utah
$448K 4,076 +4,076 New
DM
281
Delphi Management
Massachusetts
$442K 4,021 -3,884 -49%
SFI
282
Susquehanna Fundamental Investments
Pennsylvania
$441K 4,012 -40,648 -91%
TWI
283
Thomas White International
Illinois
$436K 3,967 – –
EF
284
Empirical Finance
Pennsylvania
$431K 3,920 -1,219 -24%
RJT
285
Raymond James Trust
Florida
$431K 3,924 +104 +3%
BC
286
Burney Company
Virginia
$418K 3,805 – –
PAMS
287
Pictet Asset Management (Switzerland)
Switzerland
$417K 3,791 -409 -10%
MIA
288
MainStreet Investment Advisors
Illinois
$411K 3,743 -53 -1%
IMRF
289
Illinois Municipal Retirement Fund
Illinois
$410K 3,731 – –
GTCM
290
Gyon Technologies Capital Management
New Jersey
$408K 3,711 +3,711 New
CAG
291
Csenge Advisory Group
Florida
$403K 2,998 +14 +0.5%
PFS
292
Prospera Financial Services
Texas
$403K 3,658 +200 +6%
CAN
293
Cetera Advisor Networks
California
$393K 3,572 +736 +26%
SIC
294
Salem Investment Counselors
North Carolina
$390K 3,547 – –
AAS
295
Avantax Advisory Services
Texas
$387K 3,523 +104 +3%
CW
296
CreativeOne Wealth
Kansas
$384K 3,497 -23 -0.7%
EP
297
Edgestream Partners
New Jersey
$382K 3,477 -29,975 -90%
CIAS
298
Capital Investment Advisory Services
North Carolina
$382K 3,480 – –
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$380K 3,453 -53 -2%
ESCM
300
Echo Street Capital Management
New York
$378K 3,442 +3,442 New
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