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Polaris
PII

Overview Fund Activity

432 hedge funds and large institutions have $5.45B invested in Polaris in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-16
Holders Change %
-3.57%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
140
Reduced
159
Closed
54
Calls
$51.7M
Puts
$66M
Net Calls
-$14.3M
Net Calls Change
-$30.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$594M
2
State Street
2
State Street
Massachusetts
$439M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$23.7M
5
SAM
5
Scopus Asset Management
New York
$9.93M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$45.8M
2
American Century Companies
2
American Century Companies
Missouri
$77.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$15.2M
4
AWM
4
Absher Wealth Management
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$327K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
276
Premier Asset Management
Illinois
$334K -$424K -3,614 -56%
TRIA
277
Trail Ridge Investment Advisors
Colorado
$332K +$795 +8 +0.2%
Citadel Advisors
278
Citadel Advisors
Florida
$327K -$9.47M -95,259 -97%
RI
279
Ridgewood Investments
New Jersey
$324K +$96.4K +971 +42%
KAS
280
Kestra Advisory Services
Texas
$308K +$31.1K +313 +11%
CCB
281
Cutter & Co Brokerage
Missouri
$306K +$2.38K +24 +0.8%
OC
282
Oppenheimer & Co
New York
$305K +$13.9K +140 +5%
SCM
283
Shelton Capital Management
Colorado
$300K – – –
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$299K +$11.9K +120 +4%
PWAG
285
Polaris Wealth Advisory Group
California
$298K – – –
KeyBank National Association
286
KeyBank National Association
Ohio
$297K +$20.2K +203 +7%
HSBC Holdings
287
HSBC Holdings
United Kingdom
$292K -$1.11M -11,195 -79%
PI
288
PEAK6 Investments
Illinois
$285K +$285K +2,354 New
SRIM
289
Saratoga Research & Investment Management
California
$277K +$4.66K +47 +2%
FNBT
290
FineMark National Bank & Trust
Florida
$276K +$276K +2,777 New
FFN
291
Focus Financial Network
Minnesota
$273K +$273K +2,752 New
PSIWM
292
Paradigm Strategies in Wealth Management
Minnesota
$270K – – –
KFA
293
Krane Funds Advisors
New York
$261K -$59.3K -597 -19%
EB
294
Eastern Bank
Massachusetts
$258K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
295
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$258K +$258K +2,600 New
CAM
296
Cresset Asset Management
Illinois
$252K +$252K +2,546 New
HH
297
Hilltop Holdings
Texas
$248K -$4.06K -41 -2%
PVH
298
Psagot Value Holdings
Israel
$248K +$248K +2,500 New
CCM
299
Coldstream Capital Management
Washington
$243K +$243K +2,446 New
PA
300
Profund Advisors
Maryland
$239K -$83.9K -846 -26%
10 11
12
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