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Polaris
PII

Overview Fund Activity

433 hedge funds and large institutions have $3.8B invested in Polaris in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 169 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
-12
Holders Change %
-2.7%
% of All Funds
6.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
127
Reduced
169
Closed
75
Calls
$39.9M
Puts
$48.8M
Net Calls
-$8.83M
Net Calls Change
-$2.68M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$128M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.6M
3
Artisan Partners
Artisan Partners
Wisconsin
+$32.2M
4
American Century Companies
American Century Companies
Missouri
+$30.3M
5
Charles Schwab
Charles Schwab
California
+$14.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$76.6M
2
GKIM
GW&K Investment Management
Massachusetts
-$31.9M
3
Millennium Management
Millennium Management
New York
-$26.4M
4
MPI
Mairs & Power Inc
Minnesota
-$23.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
376
Chilton Capital Management
Texas
$7.74K +$7.74K +93 New
MFC
377
Mechanics Financial Corp
Ohio
$7.49K – – –
WIM
378
Westside Investment Management
California
$7.41K +$83 +1 +1%
WBC
379
West Branch Capital
Massachusetts
$7.16K – – –
GM
380
GeoWealth Management
Illinois
$7.16K +$7.16K +86 New
AWM
381
Atticus Wealth Management
Florida
$6.66K – – –
HT
382
Headlands Technologies
Illinois
$6.66K -$4.99K -60 -43%
FCT
383
First Community Trust
Iowa
$5.99K – – –
MG
384
Mather Group
Illinois
$5.58K -$9.41K -113 -63%
DJSG
385
D.J. St. Germain
Massachusetts
$5.41K – – –
CFD
386
Creative Financial Designs
Indiana
$5.24K +$5.24K +63 New
CSB
387
City State Bank
Iowa
$5.16K – – –
BIG
388
Brooklyn Investment Group
New York
$5.16K +$5.16K +62 New
ST
389
Smithfield Trust
Pennsylvania
$5K – – –
TCOV
390
Trust Company of Vermont
Vermont
$4.16K -$2.08K -25 -33%
EAM
391
Eukles Asset Management
Ohio
$4.16K – – –
FCM
392
Fourpath Capital Management
Oklahoma
$4.02K +$4.02K +48 New
MA
393
MCF Advisors
Kentucky
$3.83K – – –
B
394
Birchbrook
Maine
$3.48K +$83 +1 +2%
QC
395
Quent Capital
New York
$3.41K – – –
LCM
396
Logan Capital Management
Pennsylvania
$3.33K – – –
AFS
397
Annapolis Financial Services
Maryland
$3.25K – – –
NC
398
NewSquare Capital
Pennsylvania
$3.08K – – –
OLVIG
399
Oliver Lagore Vanvalin Investment Group
Michigan
$2.71K +$82 +1 +3%
PWMG
400
Private Wealth Management Group
New Jersey
$2.66K +$1.5K +18 +129%
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