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Polaris
PII

Overview Fund Activity

473 hedge funds and large institutions have $6.2B invested in Polaris in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 168 reducing their positions, and 69 closing their positions.

Holders
473
Holders Change
-27
Holders Change %
-5.4%
% of All Funds
8.31%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
47
Increased
161
Reduced
168
Closed
69
Calls
$73.9M
Puts
$83.9M
Net Calls
-$9.96M
Net Calls Change
+$12.8M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$179M
2
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$225M
3
Capital World Investors
3
Capital World Investors
California
$134M
4
Boston Partners
4
Boston Partners
Massachusetts
$390M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$124M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$139M
2
Invesco
2
Invesco
Georgia
$20.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$806M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$4.82M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LNWWM
301
Laird Norton Wetherby Wealth Management
California
$403K 3,369 -5 -0.1%
NWM
302
Northwest Wealth Management
Iowa
$397K 3,321 -168 -5%
SCM
303
Shelton Capital Management
Colorado
$385K 3,214 – –
TI
304
Trexquant Investment
Connecticut
$385K 3,220 +3,220 New
CG
305
Colony Group
Massachusetts
$377K 3,148 – –
HAG
306
HighPoint Advisor Group
Illinois
$374K 3,128 +218 +7%
PWAG
307
Polaris Wealth Advisory Group
California
$372K 3,000 – –
PA
308
Profund Advisors
Maryland
$364K 3,040 -531 -15%
CAG
309
Csenge Advisory Group
Florida
$362K 2,984 -14 -0.5%
ACI
310
AMP Capital Investors
Australia
$357K 2,984 +482 +19%
KFP
311
KMG Fiduciary Partners
Ohio
$345K 2,887 +679 +31%
CAN
312
Cetera Advisor Networks
California
$339K 2,836 +306 +12%
WAM
313
World Asset Management
Michigan
$329K 2,753 -73 -3%
Janney Montgomery Scott
314
Janney Montgomery Scott
Pennsylvania
$328K 2,742 -78 -3%
BCM
315
Brookstone Capital Management
Illinois
$328K 2,610 +952 +57%
SP
316
Symmetry Partners
Connecticut
$327K 2,664 -254 -9%
PSIWM
317
Paradigm Strategies in Wealth Management
Minnesota
$325K 2,718 +1,000 +58%
HH
318
Hilltop Holdings
Texas
$320K 2,669 -227 -8%
TPCW
319
TD Private Client Wealth
New York
$312K 2,608 -259 -9%
EB
320
Eastern Bank
Massachusetts
$311K 2,600 – –
KAS
321
Kestra Advisory Services
Texas
$311K 2,596 +617 +31%
CG
322
Cutler Group
California
$308K 2,580 -120 -4%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$306K 2,554 +193 +8%
OAM
324
Optimal Asset Management
California
$302K 2,527 – –
HR
325
Howe & Rusling
New York
$295K 2,464 -236 -9%
11 12
13
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