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Polaris
PII

Overview Fund Activity

448 hedge funds and large institutions have $5.5B invested in Polaris in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 174 increasing their positions, 140 reducing their positions, and 84 closing their positions.

Holders
448
Holders Change
-45
Holders Change %
-9.13%
% of All Funds
7.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
174
Reduced
140
Closed
84
Calls
$90M
Puts
$73.7M
Net Calls
+$16.2M
Net Calls Change
+$44.1M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$390M
2
RRAM
2
River Road Asset Management
Kentucky
$88.9M
3
State Street
3
State Street
Massachusetts
$436M
4
Morgan Stanley
4
Morgan Stanley
New York
$108M
5
Royal London Asset Management
5
Royal London Asset Management
United Kingdom
$19.9M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$271M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$609M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$24.6M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BL
326
BFSG LLC
California
$213K 2,023 -78 -4%
TF
327
Tompkins Financial
New York
$211K 2,000 – –
CFN
328
Cordasco Financial Network
Florida
$211K 2,000 – –
PIMG
329
Patriot Investment Management Group
Tennessee
$207K 1,966 +11 +0.6%
SWP
330
Stratos Wealth Partners
Ohio
$207K 1,966 +1,966 New
SFP
331
Sweet Financial Partners
Minnesota
$206K 1,959 +1,959 New
SP
332
Symmetry Partners
Connecticut
$204K 1,938 – –
SFS
333
Stiles Financial Services
Minnesota
$202K 1,920 +11 +0.6%
PWP
334
Pursue Wealth Partners
California
$195K 1,884 – –
GG
335
Gleason Group
Kentucky
$187K 1,779 +11 +0.6%
VNA
336
Valley National Advisers
Pennsylvania
$157K 1,486 +18 +1%
C
337
Covestor
United Kingdom
$128K 1,215 +631 +108%
SC
338
SouthState Corp
Florida
$124K 1,180 – –
GWM
339
Geneos Wealth Management
Colorado
$120K 1,146 +5 +0.4%
HWA
340
HHM Wealth Advisors
Tennessee
$105K 1,000 – –
IA
341
IFP Advisors
Florida
$96K 985 -424 -30%
SC
342
Stephens Consulting
Michigan
$95.8K 910 – –
WT
343
Whittier Trust
California
$95K 900 +200 +29%
Koshinski Asset Management
344
Koshinski Asset Management
Illinois
$93.1K 884 +24 +3%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$93K 897 +337 +60%
APA
346
American Portfolios Advisors
New York
$86.6K 822 +3 +0.4%
BEI
347
Benjamin Edwards Inc
Missouri
$82K 782 +26 +3%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$80K 756 -53 -7%
GTAM
349
Global Trust Asset Management
Florida
$76K 725 -6 -0.8%
National Bank of Canada
350
National Bank of Canada
Quebec, Canada
$76K 723 +23 +3%
12 13
14
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