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Polaris
PII

Overview Fund Activity

455 hedge funds and large institutions have $5.08B invested in Polaris in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 133 increasing their positions, 168 reducing their positions, and 39 closing their positions.

Holders
455
Holders Change
+29
Holders Change %
+6.81%
% of All Funds
7.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
133
Reduced
168
Closed
39
Calls
$40.9M
Puts
$74.2M
Net Calls
-$33.3M
Net Calls Change
+$8.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$66.8M
2
State Street
2
State Street
Massachusetts
$452M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$38.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$25.5M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$15.6M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$204M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$9.36M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.97M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
American Century Companies
5
American Century Companies
Missouri
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
276
CreativeOne Wealth
Kansas
$368K 3,642 +124 +4%
ESCM
277
Echo Street Capital Management
New York
$365K 3,614 -489 -12%
OC
278
Oppenheimer & Co
New York
$365K 3,610 +29 +0.8%
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$362K 3,580 -972 -21%
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$361K 3,573 +67 +2%
Allspring Global Investments
281
Allspring Global Investments
North Carolina
$360K 3,565 -683 -16%
Janney Montgomery Scott
282
Janney Montgomery Scott
Pennsylvania
$360K 3,568 +13 +0.4%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$357K 3,533 +110 +3%
Vontobel Holding
284
Vontobel Holding
Switzerland
$348K 3,442 -808 -19%
CFSG
285
Clark Financial Services Group
Missouri
$346K 3,427 +36 +1%
WS
286
Wedbush Securities
California
$344K 3,406 -229 -6%
FM
287
Foster & Motley
Ohio
$336K 3,324 -422 -11%
LNWWM
288
Laird Norton Wetherby Wealth Management
California
$335K 3,312 -361 -10%
PSIWM
289
Paradigm Strategies in Wealth Management
Minnesota
$326K 3,231 +513 +19%
PWAG
290
Polaris Wealth Advisory Group
California
$318K 3,000 – –
HWAM
291
Hennion & Walsh Asset Management
New Jersey
$313K 3,096 -29 -0.9%
TRCT
292
Tower Research Capital (TRC)
New York
$312K 3,089 +226 +8%
CCB
293
Cutter & Co Brokerage
Missouri
$305K 3,020 +5 +0.2%
KCM
294
Kaye Capital Management
California
$303K 3,000 +3,000 New
TRIA
295
Trail Ridge Investment Advisors
Colorado
$302K 2,995 -9 -0.3%
SSG
296
Summit Securities Group
New York
$301K 2,979 +2,979 New
BFM
297
Boothbay Fund Management
New York
$297K 2,938 +313 +12%
XT
298
XTX Topco
Cayman Islands
$297K 2,938 +505 +21%
DCM
299
Dupont Capital Management
Delaware
$290K 2,868 +2,868 New
SCM
300
Shelton Capital Management
Colorado
$289K 2,866 -152 -5%
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