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Polaris
PII

Overview Fund Activity

426 hedge funds and large institutions have $4.85B invested in Polaris in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
7.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
44
Increased
113
Reduced
174
Closed
42
Calls
$49.7M
Puts
$91.4M
Net Calls
-$41.7M
Net Calls Change
-$27.4M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$36.4M
2
Capital World Investors
2
Capital World Investors
California
$582M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$563M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.03M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$7.43M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$13.2M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$0
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$30.7M
4
EIP
4
Epoch Investment Partners
New York
$820K
5
State Street
5
State Street
Massachusetts
$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$230K – – –
CAM
302
Cresset Asset Management
Illinois
$229K -$13.6K -143 -6%
PVH
303
Psagot Value Holdings
Israel
$220K -$19.1K -200 -8%
ZF
304
Zhang Financial
Michigan
$214K -$8.31K -87 -4%
PA
305
Profund Advisors
Maryland
$210K -$20K -210 -9%
DADC
306
D.A. Davidson & Co
Montana
$209K -$9.56K -100 -4%
LWM
307
Laidlaw Wealth Management
New York
$206K – – –
SFP
308
Sweet Financial Partners
Minnesota
$205K +$95 +1 +0%
IB
309
Intrust Bank
Kansas
$204K – – –
VAS
310
Vestmark Advisory Solutions
Massachusetts
$202K +$3.64K +38 +2%
GG
311
Gleason Group
Kentucky
$172K +$956 +10 +0.6%
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$158K +$73.4K +771 +87%
VNA
313
Valley National Advisers
Pennsylvania
$147K – – –
CI Investments Inc
314
CI Investments Inc
Ontario, Canada
$139K -$3.64K -38 -3%
Walleye Capital
315
Walleye Capital
New York
$132K +$132K +1,377 New
SC
316
SouthState Corp
Florida
$113K – – –
IA
317
IFP Advisors
Florida
$113K +$14.5K +145 +15%
SCA
318
Stonebridge Capital Advisors
Minnesota
$105K -$3.93K -41 -4%
HI
319
Harbour Investments
Wisconsin
$90K – – –
SC
320
Stephens Consulting
Michigan
$87K – – –
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$81K +$3.94K +41 +5%
BEI
322
Benjamin Edwards Inc
Missouri
$79K +$2.5K +26 +3%
TCOV
323
Trust Company of Vermont
Vermont
$77K +$58.3K +606 +312%
IUHSA
324
Itau Unibanco Holding S.A.
Brazil
$77K +$77K +801 New
BFEC
325
Benjamin F. Edwards & Company
Missouri
$74K -$20.8K -217 -22%
11 12
13
14 15