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Polaris
PII

Overview Fund Activity

428 hedge funds and large institutions have $2.82B invested in Polaris in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 151 increasing their positions, 126 reducing their positions, and 85 closing their positions.

Holders
428
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
88
Increased
151
Reduced
126
Closed
85
Calls
$16.6M
Puts
$43.6M
Net Calls
-$27M
Net Calls Change
-$18.1M

Top Buyers

1
RI
1
RWWM Inc
California
$51.3M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$51.9M
3
Norges Bank
3
Norges Bank
Norway
$24.7M
4
AOI
4
Auto-Owners Insurance
Michigan
$23M
5
Capital World Investors
5
Capital World Investors
California
$355M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$38.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$12M
5
KCM
5
Kodai Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RTC
326
Riverview Trust Company
Washington
$23.2K 402 +402 New
VWM
327
Venturi Wealth Management
Texas
$23K 399 +50 +14%
Group One Trading
328
Group One Trading
Illinois
$22.8K 396 +79 +25%
UB
329
UMB Bank
Missouri
$21.7K 376 +123 +49%
FHA
330
First Horizon Advisors
Tennessee
$20.9K 362 +127 +54%
PA
331
Parallel Advisors
California
$20.2K 351 +197 +128%
GM
332
GeoWealth Management
Illinois
$19.6K 340 +254 +295%
SWM
333
Sanctuary Wealth Management
Idaho
$17.3K 301 +301 New
GRP
334
Global Retirement Partners
California
$17K 295 +141 +92%
GWM
335
Geneos Wealth Management
Colorado
$16.2K 281 +110 +64%
CTC
336
Central Trust Company
Missouri
$15.8K 275 – –
NECFA
337
New England Capital Financial Advisors
Connecticut
$14.8K 257 +3 +1%
HI
338
Human Investing
Oregon
$13.8K 239 +239 New
Mitsubishi UFJ Asset Management
339
Mitsubishi UFJ Asset Management
Japan
$13.5K 233 – –
C
340
Covestor
United Kingdom
$13K 234 +11 +5%
HT
341
Headlands Technologies
Illinois
$12.9K 224 +144 +180%
RA
342
Rise Advisors
New York
$12K 209 -59 -22%
BSB
343
Bangor Savings Bank
Maine
$10.6K 184 -4 -2%
RTL
344
Red Tortoise LLC
Georgia
$10.4K 180 +2 +1%
PB
345
Pinnacle Bancorp
Nebraska
$10.4K 180 -20 -10%
AA
346
Addison Advisors
Vermont
$9.97K 173 -70 -29%
RS
347
R Squared
Hong Kong
$9.22K 160 +160 New
GKIM
348
GW&K Investment Management
Massachusetts
$9K 155 -113 -42%
ADL
349
Asset Dedication LLC
California
$8.59K 149 – –
Bessemer Group
350
Bessemer Group
New Jersey
$8K 143 -68 -32%
12 13
14
15 16