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Polaris
PII

Overview Fund Activity

386 hedge funds and large institutions have $2.15B invested in Polaris in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 167 increasing their positions, 97 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-42
Holders Change %
-9.81%
% of All Funds
5.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
60
Increased
167
Reduced
97
Closed
97
Calls
$46.7M
Puts
$60.1M
Net Calls
-$13.5M
Net Calls Change
+$13.5M

Top Buyers

1
RI
RWWM Inc
California
$98.1M
2
Select Equity Group
Select Equity Group
New York
$66.3M
3
Invesco
Invesco
Georgia
$37M
4
Capital World Investors
Capital World Investors
California
$275M
5
Renaissance Technologies
Renaissance Technologies
New York
$25.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.66M
2
AOI
Auto-Owners Insurance
Michigan
$1.2M
3
RRAM
River Road Asset Management
Kentucky
$0
4
State Street
State Street
Massachusetts
$111M
5
Brown Advisory
Brown Advisory
Maryland
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
376
Financial Perspectives
Minnesota
$376 – – –
PWA
377
Provenance Wealth Advisors
Florida
$368 – – –
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$320 -$864 -27 -73%
TPCW
379
TD Private Client Wealth
New York
$205 +$205 +5 New
GFPC
380
Global Financial Private Client
Florida
$164 +$82 +2 +100%
HCA
381
Heck Capital Advisors
Wisconsin
$123 +$123 +3 New
PWAM
382
Private Wealth Asset Management
Iowa
$82 +$82 +2 New
DPW
383
DiNuzzo Private Wealth
Pennsylvania
$41 -$205 -5 -83%
HIA
384
HFM Investment Advisors
New Jersey
$41 +$41 +1 New
CAM
385
Creekmur Asset Management
Illinois
$22 – – –
Norges Bank
386
Norges Bank
Norway
– -$24.7M -427,953 Closed
RRAM
387
River Road Asset Management
Kentucky
– -$23.7M -410,768 Closed
SAM
388
Southernsun Asset Management
Tennessee
– -$16.4M -284,957 Closed
HRCM
389
Hawk Ridge Capital Management
California
– -$13.1M -227,376 Closed
Voloridge Investment Management
390
Voloridge Investment Management
Florida
– -$10.1M -175,724 Closed
Franklin Resources
391
Franklin Resources
California
– -$7.73M -134,150 Closed
MYAM
392
Meiji Yasuda Asset Management
Japan
– -$6.7M -116,302 Closed
NI
393
Nuance Investments
Missouri
– -$6.3M -109,411 Closed
California Public Employees Retirement System
394
California Public Employees Retirement System
California
– -$6M -104,092 Closed
N
395
Natixis
France
– -$5.96M -103,509 Closed
EGM
396
Engineers Gate Manager
New York
– -$5.76M -100,006 Closed
HPCM
397
Hunter Perkins Capital Management
Illinois
– -$4.97M -86,249 Closed
BEI
398
Benjamin Edwards Inc
Missouri
– -$3.49M -60,575 Closed
Envestnet Asset Management
399
Envestnet Asset Management
Illinois
– -$2.39M -41,445 Closed
NICM
400
Neo Ivy Capital Management
New York
– -$2.23M -38,766 Closed
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