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Polaris
PII

Overview Fund Activity

460 hedge funds and large institutions have $4.39B invested in Polaris in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 141 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+30
Holders Change %
+6.98%
% of All Funds
8.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
88
Increased
141
Reduced
164
Closed
52
Calls
$54.2M
Puts
$53.1M
Net Calls
+$1.06M
Net Calls Change
-$3.98M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$100M
2
State Street
State Street
Massachusetts
$339M
3
Vanguard Group
Vanguard Group
Pennsylvania
$596M
4
Citadel Advisors
Citadel Advisors
Florida
$29M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$24.9M

Top Sellers

1
SIM
SRS Investment Management
New York
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$194M
3
Nomura Holdings
Nomura Holdings
Japan
$0
4
AQR Capital Management
AQR Capital Management
Connecticut
$24.8M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
376
Benjamin F. Edwards & Company
Missouri
$57K -$27.2K -285 -32%
TAIM
377
TD Ameritrade Investment Management
Nebraska
$52K -$3.27K -34 -6%
NIM
378
NuWave Investment Management
New Jersey
$50K -$61.1K -635 -55%
SQA
379
Simon Quick Advisors
New Jersey
$48K +$48K +500 New
PCG
380
Private Capital Group
Connecticut
$47K +$5.92K +62 +14%
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$46K +$6.92K +74 +18%
AA
382
Addison Advisors
Vermont
$46K +$46K +487 New
AF
383
Advisornet Financial
Minnesota
$42K -$26.9K -281 -39%
TWM
384
Tradition Wealth Management
Minnesota
$39K +$39K +407 New
JFA
385
JNBA Financial Advisors
Minnesota
$38K – – –
IA
386
IFP Advisors
Florida
$32K -$167K -1,786 -84%
IAIM
387
International Assets Investment Management
Florida
$32K +$32K +334 New
FFG
388
Fortem Financial Group
California
$29K +$29K +300 New
HNB
389
Huntington National Bank
Ohio
$26K +$26K +270 New
PCH
390
PGIM Custom Harvest
New Jersey
$25K +$25K +216 New
AWA
391
Arkadios Wealth Advisors
Georgia
$23K +$23K +251 New
PAM
392
Panagora Asset Management
Massachusetts
$22K -$5.94M -61,582 -100%
QCG
393
Quadrant Capital Group
Ohio
$22K – – –
BWM
394
BerganKDV Wealth Management
Minnesota
$22K – – –
MLFP
395
MPS Loria Financial Planners
Illinois
$22K +$94 +1 +0.4%
CFGS
396
Concourse Financial Group Securities
Alabama
$19K -$1.34K -14 -7%
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
VBCG
398
Valley Brook Capital Group
Pennsylvania
$19K +$19K +200 New
SIS
399
Sound Income Strategies
Florida
$18K +$95 +1 +0.5%
CI
400
CX Institutional
Indiana
$17K -$28.4K -294 -63%
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16
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