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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 %
CFD
376
Creative Financial Designs
Indiana
$3.63K 63 – –
CSB
377
City State Bank
Iowa
$3.57K 62 – –
SAM
378
Smartleaf Asset Management
Massachusetts
$3.15K 55 -76 -58%
WTFG
379
Wood Tarver Financial Group
Idaho
$3K 60 +60 New
HCM
380
Hollencrest Capital Management
California
$3K 52 +52 New
TCOV
381
Trust Company of Vermont
Vermont
$2.88K 50 – –
MEG
382
Millstone Evans Group
Colorado
$2.88K 50 +50 New
BL
383
BFSG LLC
California
$2.88K 50 +50 New
EAM
384
Eukles Asset Management
Ohio
$2.88K 50 – –
MA
385
MCF Advisors
Kentucky
$2.65K 46 – –
WBC
386
West Branch Capital
Massachusetts
$2.59K 45 -41 -48%
B
387
Birchbrook
Maine
$2.43K 42 – –
QC
388
Quent Capital
New York
$2.36K 41 – –
MC
389
Montag & Caldwell
Georgia
$2.36K 41 +41 New
LCM
390
Logan Capital Management
Pennsylvania
$2.31K 40 – –
NC
391
NewSquare Capital
Pennsylvania
$2.13K 37 – –
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$2.05K 37 -217 -85%
OLVIG
393
Oliver Lagore Vanvalin Investment Group
Michigan
$1.89K 33 – –
PFBT
394
Parkside Financial Bank & Trust
Missouri
$1.67K 29 -69 -70%
LI
395
LRI Investments
Florida
$1.65K 29 – –
PTC
396
Private Trust Company
Ohio
$1.56K 27 – –
KFI
397
Key Financial Inc
Pennsylvania
$1.44K 25 – –
HC
398
Hoese & Co
Minnesota
$1.38K 24 – –
AWM
399
Avior Wealth Management
Nebraska
$1.38K 24 +24 New
SS
400
SBI Securities
Japan
$1.33K 23 +23 New
14 15
16
17 18