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Polaris
PII

Overview Fund Activity

448 hedge funds and large institutions have $5.5B invested in Polaris in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 174 increasing their positions, 140 reducing their positions, and 84 closing their positions.

Holders
448
Holders Change
-45
Holders Change %
-9.13%
% of All Funds
7.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
174
Reduced
140
Closed
84
Calls
$90M
Puts
$73.7M
Net Calls
+$16.2M
Net Calls Change
+$44.1M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$390M
2
RRAM
2
River Road Asset Management
Kentucky
$88.9M
3
State Street
3
State Street
Massachusetts
$436M
4
Morgan Stanley
4
Morgan Stanley
New York
$108M
5
Royal London Asset Management
5
Royal London Asset Management
United Kingdom
$19.9M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$271M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$609M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$24.6M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIA
276
MainStreet Investment Advisors
Illinois
$395K 3,751 +8 +0.2%
IMRF
277
Illinois Municipal Retirement Fund
Illinois
$393K 3,731 – –
PFS
278
Prospera Financial Services
Texas
$388K 3,676 +18 +0.5%
CI Investments Inc
279
CI Investments Inc
Ontario, Canada
$387K 3,679 +1,042 +40%
CG
280
Colony Group
Massachusetts
$383K 3,633 +485 +15%
CAN
281
Cetera Advisor Networks
California
$378K 3,592 +20 +0.6%
HWAM
282
Hennion & Walsh Asset Management
New Jersey
$371K 3,528 +1,293 +58%
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$366K 3,472 +19 +0.6%
LNWWM
284
Laird Norton Wetherby Wealth Management
California
$361K 3,423 +54 +2%
VFP
285
Verus Financial Partners
Virginia
$360K 3,400 – –
BA
286
Bridgewater Associates
Connecticut
$357K 3,390 +3,390 New
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$355K 3,376 +48 +1%
TRIA
288
Trail Ridge Investment Advisors
Colorado
$351K 3,333 -884 -21%
CFSG
289
Clark Financial Services Group
Missouri
$350K 3,319 -79 -2%
Millennium Management
290
Millennium Management
New York
$347K 3,297 -63,408 -95%
CIAS
291
Capital Investment Advisory Services
North Carolina
$345K 3,280 -200 -6%
PA
292
Profund Advisors
Maryland
$343K 3,256 +221 +7%
KFA
293
Krane Funds Advisors
New York
$340K 3,225 +3,225 New
CCB
294
Cutter & Co Brokerage
Missouri
$322K 3,057 +81 +3%
SCM
295
Shelton Capital Management
Colorado
$318K 3,018 – –
HR
296
Howe & Rusling
New York
$317K 3,008 – –
PWAG
297
Polaris Wealth Advisory Group
California
$311K 3,000 – –
OC
298
Oppenheimer & Co
New York
$309K 2,935 +352 +14%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$304K 2,891 +2,891 New
KeyBank National Association
300
KeyBank National Association
Ohio
$294K 2,787 -2,670 -49%
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