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Polaris
PII

Overview Fund Activity

428 hedge funds and large institutions have $2.82B invested in Polaris in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 151 increasing their positions, 126 reducing their positions, and 85 closing their positions.

Holders
428
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
88
Increased
151
Reduced
126
Closed
85
Calls
$16.6M
Puts
$43.6M
Net Calls
-$27M
Net Calls Change
-$18.1M

Top Buyers

1
RI
1
RWWM Inc
California
$51.3M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$51.9M
3
Norges Bank
3
Norges Bank
Norway
$24.7M
4
AOI
4
Auto-Owners Insurance
Michigan
$23M
5
Capital World Investors
5
Capital World Investors
California
$355M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$38.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$12M
5
KCM
5
Kodai Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
276
Corient Private Wealth
Florida
$237K 4,111 -8,658 -68%
CPC
277
Consolidated Planning Corp
Georgia
$235K 4,070 +4,070 New
Two Sigma Advisers
278
Two Sigma Advisers
New York
$230K 4,000 +4,000 New
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
$229K 3,970 +551 +16%
SAM
280
Securian Asset Management
Minnesota
$228K 3,963 -111 -3%
Truist Financial
281
Truist Financial
North Carolina
$228K 3,960 -866 -18%
IP
282
Isthmus Partners
Wisconsin
$226K 3,921 -695 -15%
CIA
283
Capital Investment Advisors
Georgia
$225K 3,907 +51 +1%
AWM
284
Apollon Wealth Management
South Carolina
$220K 3,815 +3,815 New
CW
285
Code Waechter
Florida
$215K 3,724 +1,135 +44%
PAG
286
Private Advisor Group
New Jersey
$209K 3,630 -383 -10%
Janney Montgomery Scott
287
Janney Montgomery Scott
Pennsylvania
$208K 3,601 +263 +8%
MA
288
MJP Associates
Connecticut
$207K 3,597 +3,597 New
TW
289
Trajan Wealth
Arizona
$204K 3,549 +676 +24%
TRCT
290
Tower Research Capital (TRC)
New York
$197K 3,424 +2,447 +250%
A
291
AlphaQuest
New York
$190K 3,303 +3,303 New
CA
292
CoreCap Advisors
Michigan
$189K 3,282 -2,457 -43%
SCM
293
Sterling Capital Management
North Carolina
$178K 3,095 +1,139 +58%
EB
294
Eastern Bank
Massachusetts
$150K 2,600 – –
GAM
295
Generali Asset Management
Italy
$148K 2,571 +2,571 New
DekaBank Deutsche Girozentrale
296
DekaBank Deutsche Girozentrale
Germany
$148K 2,594 – –
KBC Group
297
KBC Group
Belgium
$148K 2,561 +1,130 +79%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$140K 2,425 -3,985 -62%
AAP
299
Arax Advisory Partners
Colorado
$117K 2,032 +1,640 +418%
IA
300
IFP Advisors
Florida
$112K 1,933 +81 +4%
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