PII icon

Polaris
PII

Overview Fund Activity

432 hedge funds and large institutions have $5.45B invested in Polaris in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-16
Holders Change %
-3.57%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
140
Reduced
159
Closed
54
Calls
$51.7M
Puts
$66M
Net Calls
-$14.3M
Net Calls Change
-$30.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$594M
2
State Street
2
State Street
Massachusetts
$439M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$23.7M
5
SAM
5
Scopus Asset Management
New York
$9.93M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$45.8M
2
American Century Companies
2
American Century Companies
Missouri
$77.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$15.2M
4
AWM
4
Absher Wealth Management
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$327K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$239K -$17.3K -174 -7%
ZF
302
Zhang Financial
Michigan
$231K -$166K -1,672 -42%
GVAG
303
Great Valley Advisor Group
Delaware
$231K +$24.3K +245 +12%
DADC
304
D.A. Davidson & Co
Montana
$227K -$22.1K -223 -9%
TI
305
Trexquant Investment
Connecticut
$224K +$224K +2,258 New
FCBT
306
First Citizens Bank & Trust
North Carolina
$216K +$1.19K +12 +0.6%
LWM
307
Laidlaw Wealth Management
New York
$213K – – –
SFP
308
Sweet Financial Partners
Minnesota
$213K +$18.6K +187 +10%
IB
309
Intrust Bank
Kansas
$211K -$2.67K -27 -1%
VAS
310
Vestmark Advisory Solutions
Massachusetts
$206K +$2.49K +25 +1%
M&T Bank
311
M&T Bank
New York
$204K +$204K +9,317 New
CFN
312
Cordasco Financial Network
Florida
$199K – – –
GG
313
Gleason Group
Kentucky
$178K +$1.09K +11 +0.6%
VNA
314
Valley National Advisers
Pennsylvania
$167K – – –
CI Investments Inc
315
CI Investments Inc
Ontario, Canada
$148K -$217K -2,188 -59%
NIM
316
NuWave Investment Management
New Jersey
$144K +$144K +1,450 New
C
317
Covestor
United Kingdom
$127K +$6.64K +67 +6%
SC
318
SouthState Corp
Florida
$117K – – –
GWM
319
Geneos Wealth Management
Colorado
$116K +$504 +5 +0.4%
SCA
320
Stonebridge Capital Advisors
Minnesota
$113K +$54.6K +549 +94%
BFEC
321
Benjamin F. Edwards & Company
Missouri
$98K +$23.2K +234 +31%
IA
322
IFP Advisors
Florida
$96K – – –
SC
323
Stephens Consulting
Michigan
$90.3K – – –
HI
324
Harbour Investments
Wisconsin
$90K +$90K +910 New
WT
325
Whittier Trust
California
$87K -$2.79K -28 -3%
11 12
13
14 15