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Polaris
PII

Overview Fund Activity

493 hedge funds and large institutions have $5.36B invested in Polaris in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 157 increasing their positions, 150 reducing their positions, and 71 closing their positions.

Holders
493
Holders Change
+20
Holders Change %
+4.23%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
102
Increased
157
Reduced
150
Closed
71
Calls
$49.6M
Puts
$77.4M
Net Calls
-$27.8M
Net Calls Change
-$17.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$305M
2
EIP
2
Epoch Investment Partners
New York
$37.6M
3
State Street
3
State Street
Massachusetts
$396M
4
Brown Advisory
4
Brown Advisory
Maryland
$48.4M
5
VanEck Associates
5
VanEck Associates
New York
$184M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$947K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$33.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$678M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.99M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
326
Kestra Advisory Services
Texas
$287K 2,608 +12 +0.5%
WG
327
Winton Group
United Kingdom
$286K 2,599 -2,777 -52%
EB
328
Eastern Bank
Massachusetts
$286K 2,600 – –
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$284K 2,587 +33 +1%
OC
330
Oppenheimer & Co
New York
$284K 2,583 +228 +10%
CW
331
Connectus Wealth
Ohio
$284K 2,581 +2,581 New
ACM
332
AlphaCrest Capital Management
New York
$268K 2,442 +2,442 New
CCM
333
Coldstream Capital Management
Washington
$267K 2,427 +2,427 New
RIL
334
Rothschild Investment LLC
Illinois
$259K 2,355 – –
CMI
335
Clare Market Investments
Texas
$258K 2,350 +2,350 New
CA
336
Claro Advisors
Massachusetts
$255K 2,317 -39 -2%
LA
337
LVW Advisors
New York
$253K 2,306 -20 -0.9%
DC
338
Davenport & Co
Virginia
$250K 2,271 -14 -0.6%
II
339
Inspire Investing
Idaho
$250K 2,272 +358 +19%
TC
340
Truvestments Capital
Florida
$248K 2,259 +11 +0.5%
FCBT
341
First Citizens Bank & Trust
North Carolina
$245K 2,232 -83 -4%
HWAM
342
Hennion & Walsh Asset Management
New Jersey
$245K 2,235 – –
DADC
343
D.A. Davidson & Co
Montana
$243K 2,209 +2,209 New
ONB
344
Old National Bancorp
Indiana
$242K 2,207 -216 -9%
VAS
345
Vestmark Advisory Solutions
Massachusetts
$242K 2,205 +98 +5%
MSAM
346
Moloney Securities Asset Management
Missouri
$241K 2,189 +2,189 New
IB
347
Intrust Bank
Kansas
$238K 2,159 – –
LWM
348
Laidlaw Wealth Management
New York
$236K 2,150 +2,150 New
RI
349
Ridgewood Investments
New Jersey
$235K 2,134 +2,134 New
BL
350
BFSG LLC
California
$231K 2,101 +2,101 New
12 13
14
15 16