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Polaris
PII

Overview Fund Activity

500 hedge funds and large institutions have $6.99B invested in Polaris in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 158 reducing their positions, and 74 closing their positions.

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
76
Increased
171
Reduced
158
Closed
74
Calls
$119M
Puts
$142M
Net Calls
-$22.7M
Net Calls Change
-$63.2M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$380M
2
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$147M
3
VanEck Associates
3
VanEck Associates
New York
$94M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$113M
5
Macquarie Group
5
Macquarie Group
Australia
$73.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$235M
2
State Street
2
State Street
Massachusetts
$432M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$7.9M
4
CGM
4
Capital Growth Management
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$668M
Name Market Value Shares Shares
Change 		Shares
Change %
LIG
351
Lokken Investment Group
Delaware
$288K 2,104 – –
CA
352
Claro Advisors
Massachusetts
$288K 2,102 +81 +4%
HIS
353
Harvest Investment Services
Illinois
$288K 2,104 +2,104 New
AWM
354
AE Wealth Management
Kansas
$281K 2,048 -3,289 -62%
MCM
355
Maple Capital Management
Vermont
$278K 2,100 +2,100 New
PCM
356
Prelude Capital Management
New York
$274K 2,000 -3,300 -62%
OC
357
Oppenheimer & Co
New York
$273K 1,992 +1,992 New
KAS
358
Kestra Advisory Services
Texas
$271K 1,979 +337 +21%
CAM
359
Cresset Asset Management
Illinois
$269K 1,963 -14 -0.7%
FNBT
360
FineMark National Bank & Trust
Florida
$269K 1,963 +100 +5%
PIMG
361
Patriot Investment Management Group
Tennessee
$265K 1,937 +8 +0.4%
CIC
362
Crawford Investment Counsel
Georgia
$259K 1,890 +1,890 New
ACM
363
Alpha Capital Management
Texas
$255K 1,861 – –
RA
364
RFG Advisory
Alabama
$253K 1,847 -794 -30%
AF
365
Affiance Financial
Minnesota
$250K 1,825 -67 -4%
CI
366
Cigna Investments
Connecticut
$248K 1,806 -300 -14%
HA
367
Harfst & Associates
Wyoming
$248K 1,818 +1,818 New
DC
368
Davenport & Co
Virginia
$243K 1,775 +1,775 New
MW
369
Marcum Wealth
Ohio
$240K 1,750 +75 +4%
PSIWM
370
Paradigm Strategies in Wealth Management
Minnesota
$235K 1,718 – –
SCA
371
Snowden Capital Advisors
New York
$234K 1,712 +183 +12%
PPP
372
Private Portfolio Partners
New Jersey
$233K 1,700 +1,700 New
Verition Fund Management
373
Verition Fund Management
Connecticut
$231K 1,684 +1,684 New
CFG
374
Cooper Financial Group
California
$231K 1,687 +1,687 New
IRF
375
IBM Retirement Fund
New York
$230K 1,676 -385 -19%
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15
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