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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 %
LIG
351
Lokken Investment Group
Delaware
$225K 2,049 -55 -3%
CCM
352
Crew Capital Management
Ohio
$220K 2,000 -50 -2%
TF
353
Tompkins Financial
New York
$220K 2,000 – –
CFN
354
Cordasco Financial Network
Florida
$220K 2,000 +1,075 +116%
ZF
355
Zhang Financial
Michigan
$220K 2,000 +2,000 New
HIS
356
Harvest Investment Services
Illinois
$218K 1,989 -83 -4%
PIMG
357
Patriot Investment Management Group
Tennessee
$214K 1,955 +9 +0.5%
ACM
358
Alpha Capital Management
Texas
$214K 1,947 +56 +3%
SP
359
Symmetry Partners
Connecticut
$213K 1,938 -726 -27%
SFS
360
Stiles Financial Services
Minnesota
$210K 1,909 +1,909 New
PWP
361
Pursue Wealth Partners
California
$207K 1,884 +1,884 New
AF
362
Affiance Financial
Minnesota
$203K 1,843 +9 +0.5%
HA
363
Harfst & Associates
Wyoming
$202K 1,838 +20 +1%
FNBT
364
FineMark National Bank & Trust
Florida
$201K 1,830 – –
GG
365
Gleason Group
Kentucky
$194K 1,768 +11 +0.6%
IA
366
IFP Advisors
Florida
$165K 1,409 +72 +5%
VNA
367
Valley National Advisers
Pennsylvania
$161K 1,468 – –
SCA
368
Snowden Capital Advisors
New York
$144K 1,319 +1,319 New
SSB
369
Sandy Spring Bank
Maryland
$133K 1,216 +31 +3%
SC
370
SouthState Corp
Florida
$130K 1,180 – –
GWM
371
Geneos Wealth Management
Colorado
$125K 1,141 +5 +0.4%
HWA
372
HHM Wealth Advisors
Tennessee
$110K 1,000 +1,000 New
HI
373
Harbour Investments
Wisconsin
$109K 994 -17,228 -95%
CG
374
Cutler Group
California
$106K 972 -1,608 -62%
SC
375
Stephens Consulting
Michigan
$100K 910 +910 New
13 14
15
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