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Polaris
PII

Overview Fund Activity

426 hedge funds and large institutions have $4.85B invested in Polaris in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
7.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
44
Increased
113
Reduced
174
Closed
42
Calls
$49.7M
Puts
$91.4M
Net Calls
-$41.7M
Net Calls Change
-$27.4M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$36.4M
2
Capital World Investors
Capital World Investors
California
$582M
3
Vanguard Group
Vanguard Group
Pennsylvania
$563M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.43M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$13.2M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$30.7M
4
EIP
Epoch Investment Partners
New York
$820K
5
State Street
State Street
Massachusetts
$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
276
CreativeOne Wealth
Kansas
$336K -$26.8K -281 -7%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$335K +$2.01K +21 +0.6%
PFS
278
Prospera Financial Services
Texas
$331K -$2.78K -29 -0.8%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$328K -$11K -115 -3%
CFSG
280
Clark Financial Services Group
Missouri
$324K +$324K +3,391 New
MML Investors Services
281
MML Investors Services
Massachusetts
$306K -$47.4K -495 -13%
ACM
282
AlphaCrest Capital Management
New York
$305K +$305K +3,188 New
HWAM
283
Hennion & Walsh Asset Management
New Jersey
$299K -$36.3K -379 -11%
PWAG
284
Polaris Wealth Advisory Group
California
$294K – – –
SCM
285
Shelton Capital Management
Colorado
$289K – – –
CCB
286
Cutter & Co Brokerage
Missouri
$288K -$6.3K -66 -2%
KeyBank National Association
287
KeyBank National Association
Ohio
$288K +$2.1K +22 +0.7%
TRCT
288
Tower Research Capital (TRC)
New York
$274K -$185K -1,929 -40%
HH
289
Hilltop Holdings
Texas
$270K +$30.6K +320 +13%
SRIM
290
Saratoga Research & Investment Management
California
$266K -$764 -8 -0.3%
FNBT
291
FineMark National Bank & Trust
Florida
$266K – – –
PSIWM
292
Paradigm Strategies in Wealth Management
Minnesota
$260K – – –
FFN
293
Focus Financial Network
Minnesota
$256K -$6.79K -71 -3%
BFM
294
Boothbay Fund Management
New York
$251K +$251K +2,625 New
EB
295
Eastern Bank
Massachusetts
$249K – – –
VAM
296
Verity Asset Management
North Carolina
$238K +$238K +2,485 New
XT
297
XTX Topco
Cayman Islands
$233K +$233K +2,433 New
AWS
298
Atria Wealth Solutions
New York
$233K +$233K +2,434 New
RI
299
Ridgewood Investments
New Jersey
$232K -$79.6K -834 -26%
Mitsubishi UFJ Trust & Banking
300
Mitsubishi UFJ Trust & Banking
Japan
$231K -$97.2K -1,015 -30%
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