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Polaris
PII

Overview Fund Activity

500 hedge funds and large institutions have $6.99B invested in Polaris in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 158 reducing their positions, and 74 closing their positions.

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
76
Increased
171
Reduced
158
Closed
74
Calls
$119M
Puts
$142M
Net Calls
-$22.7M
Net Calls Change
-$63.2M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$380M
2
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$147M
3
VanEck Associates
3
VanEck Associates
New York
$94M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$113M
5
Macquarie Group
5
Macquarie Group
Australia
$73.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$235M
2
State Street
2
State Street
Massachusetts
$432M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$7.9M
4
CGM
4
Capital Growth Management
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$668M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$486K 3,547 +8 +0.2%
PFS
302
Prospera Financial Services
Texas
$486K 3,545 +71 +2%
MML Investors Services
303
MML Investors Services
Massachusetts
$486K 3,548 +529 +18%
SIC
304
Salem Investment Counselors
North Carolina
$486K 3,547 +3,547 New
NWM
305
Northwest Wealth Management
Iowa
$478K 3,489 – –
AAS
306
Avantax Advisory Services
Texas
$474K 3,457 -806 -19%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$474K 3,459 +377 +12%
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$468K 3,420 -2,452 -42%
RFC
309
Regions Financial Corp
Alabama
$468K 3,419 -65 -2%
LNWWM
310
Laird Norton Wetherby Wealth Management
California
$462K 3,374 +5 +0.1%
CFSG
311
Clark Financial Services Group
Missouri
$461K 3,365 +3,365 New
VFP
312
Verus Financial Partners
Virginia
$459K 3,400 – –
NNP
313
Nachman Norwood & Parrott
South Carolina
$445K 3,252 – –
RJT
314
Raymond James Trust
Florida
$443K 3,236 +1,492 +86%
SCM
315
Shelton Capital Management
Colorado
$440K 3,214 – –
CG
316
Colony Group
Massachusetts
$431K 3,148 +464 +17%
PAM
317
Panagora Asset Management
Massachusetts
$426K 3,109 -384 -11%
CIAS
318
Capital Investment Advisory Services
North Carolina
$420K 3,065 +3,065 New
FM
319
Foster & Motley
Ohio
$418K 3,050 +3,050 New
CAG
320
Csenge Advisory Group
Florida
$403K 2,998 -97 -3%
PWAG
321
Polaris Wealth Advisory Group
California
$403K 3,000 – –
SP
322
Symmetry Partners
Connecticut
$400K 2,918 – –
HAG
323
HighPoint Advisor Group
Illinois
$399K 2,910 +211 +8%
HH
324
Hilltop Holdings
Texas
$397K 2,896 -1,391 -32%
TPCW
325
TD Private Client Wealth
New York
$393K 2,867 +2,800 +4,179%
11 12
13
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