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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 %
GTAM
326
Global Trust Asset Management
Florida
$69K – – –
National Bank of Canada
327
National Bank of Canada
Quebec, Canada
$67K -$6.41K -67 -9%
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.4K -$1.53K -16 -2%
WT
329
Whittier Trust
California
$62K -$21.2K -222 -25%
APA
330
American Portfolios Advisors
New York
$53.6K -$25.1K -262 -32%
ZIG
331
Zullo Investment Group
Pennsylvania
$51K -$2.19K -23 -4%
WFA
332
Wipfli Financial Advisors
Wisconsin
$51K +$51K +536 New
JFA
333
JNBA Financial Advisors
Minnesota
$48K – – –
AA
334
Addison Advisors
Vermont
$47K – – –
S
335
SignatureFD
Georgia
$41K -$2.41K -25 -6%
SWM
336
Spire Wealth Management
Virginia
$41K +$23.7K +249 +138%
SOS
337
Silver Oak Securities
Tennessee
$36.3K +$36.3K +349 New
PTC
338
Private Trust Company
Ohio
$35K – – –
Nomura Asset Management
339
Nomura Asset Management
Japan
$33.5K – – –
BWM
340
BerganKDV Wealth Management
Minnesota
$32K – – –
QCG
341
Quadrant Capital Group
Ohio
$28K -$1.75K -18 -6%
SFO
342
Standard Family Office
South Dakota
$26K +$26K +267 New
TFP
343
Tilia Fiduciary Partners
North Carolina
$25K – – –
CTC
344
Central Trust Company
Missouri
$24K – – –
TWM
345
Tradition Wealth Management
Minnesota
$24K +$3.92K +41 +20%
MAM
346
Meeder Asset Management
Ohio
$23K +$5.32K +55 +30%
BSB
347
Bangor Savings Bank
Maine
$20K – – –
CCM
348
Covington Capital Management
California
$20K +$17.6K +181 +724%
SIS
349
Sound Income Strategies
Florida
$19K +$98 +1 +0.5%
CFGS
350
Concourse Financial Group Securities
Alabama
$18K -$766 -8 -4%
12 13
14
15 16