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Polaris
PII

Overview Fund Activity

416 hedge funds and large institutions have $4.22B invested in Polaris in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 102 increasing their positions, 158 reducing their positions, and 84 closing their positions.

Holders
416
Holders Change
+27
Holders Change %
+6.94%
% of All Funds
8.55%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.1%
New
115
Increased
102
Reduced
158
Closed
84
Calls
$52.6M
Puts
$121M
Net Calls
-$68.6M
Net Calls Change
-$70.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$193M
2
State Street
2
State Street
Massachusetts
$471M
3
Capital World Investors
3
Capital World Investors
California
$54.7M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$37.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$47M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$65.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12M
3
BlackRock
3
BlackRock
New York
$485M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$58.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$557M
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
401
Macroview Investment Management
Maryland
$3K 35 +35 New
TL
402
TrueWealth LLC
Georgia
$2K 22 – –
MA
403
MCF Advisors
Kentucky
$2K 17 – –
OPS
404
Orion Portfolio Solutions
Nebraska
$2K 24 +3 +14%
MFT
405
Moisand Fitzgerald Tamayo
Florida
$2K 18 +18 New
APWA
406
Atlas Private Wealth Advisors
New Jersey
$2K 20 +20 New
CCA
407
Column Capital Advisors
Indiana
$2K 27 +27 New
EW
408
Evoke Wealth
California
$1K 6 – –
VRM
409
Vectors Research Management
New York
$1K 8 – –
CFA
410
Carroll Financial Associates
North Carolina
$1K 21 – –
TWA
411
TCI Wealth Advisors
Arizona
$1K 12 +12 New
BCA
412
Berman Capital Advisors
Georgia
$1K 13 +13 New
FP
413
Financial Perspectives
Minnesota
$745 8 – –
WIM
414
Westside Investment Management
California
$12 131 +1 +0.8%
TI
415
tru Independence
Oregon
$2 19 – –
Nordea Investment Management
416
Nordea Investment Management
Sweden
– – -231,699 Closed
Sumitomo Mitsui Trust Group
417
Sumitomo Mitsui Trust Group
Japan
– – -214,320 Closed
CWM
418
CIBC World Markets
New York
– – -152,300 Closed
BTW
419
Boston Trust Walden
Massachusetts
– – -138,707 Closed
MIS
420
Morningstar Investment Services
Illinois
– – -129,888 Closed
RCAMU
421
Rothschild & Co Asset Management US
Connecticut
– – -97,690 Closed
Bank of Nova Scotia
422
Bank of Nova Scotia
Ontario, Canada
– – -70,509 Closed
Schroder Investment Management Group
423
Schroder Investment Management Group
United Kingdom
– – -70,086 Closed
GAM
424
Gotham Asset Management
New York
– – -69,116 Closed
CCPM
425
Cooper Creek Partners Management
New York
– – -63,454 Closed
15 16
17
18 19