PII icon

Polaris
PII

Overview Fund Activity

500 hedge funds and large institutions have $6.99B invested in Polaris in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 158 reducing their positions, and 74 closing their positions.

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
76
Increased
171
Reduced
158
Closed
74
Calls
$119M
Puts
$142M
Net Calls
-$22.7M
Net Calls Change
-$63.2M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$380M
2
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$147M
3
VanEck Associates
3
VanEck Associates
New York
$94M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$113M
5
Macquarie Group
5
Macquarie Group
Australia
$73.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$235M
2
State Street
2
State Street
Massachusetts
$432M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$7.9M
4
CGM
4
Capital Growth Management
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$668M
Name Market Value Shares Shares
Change 		Shares
Change %
EIM
401
Essex Investment Management
Massachusetts
$110K 805 – –
Mercer Global Advisors
402
Mercer Global Advisors
Colorado
$110K 800 – –
DSC
403
Duncker Streett & Co
Missouri
$108K 790 -400 -34%
AWA
404
Arkadios Wealth Advisors
Georgia
$103K 757 +238 +46%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$99K 722 – –
CTC
406
Central Trust Company
Missouri
$87K 632 -15 -2%
BU
407
BBVA USA
Alabama
$81K 588 +588 New
BFEC
408
Benjamin F. Edwards & Company
Missouri
$77K 560 -94 -14%
TAIM
409
TD Ameritrade Investment Management
Nebraska
$74K 543 +2 +0.4%
ED
410
Exane Derivatives
France
$72.8K 557 -2,172 -80%
S
411
SignatureFD
Georgia
$72K 523 -587 -53%
JFA
412
JNBA Financial Advisors
Minnesota
$68K 500 +100 +25%
AA
413
Addison Advisors
Vermont
$67K 487 +487 New
MAM
414
Meeder Asset Management
Ohio
$63K 463 -79 -15%
1IA
415
1834 Investment Advisors
Wisconsin
$48K 350 +350 New
JCM
416
Jacobi Capital Management
Pennsylvania
$46K 335 +335 New
FPS
417
Fieldpoint Private Securities
Connecticut
$45K 343 -66 -16%
CFGS
418
Concourse Financial Group Securities
Alabama
$45K 332 +134 +68%
MC
419
Maverick Capital
Texas
$43K 317 -108 -25%
SWM
420
Spire Wealth Management
Virginia
– – – –
BWM
421
BerganKDV Wealth Management
Minnesota
$40K 290 +7 +2%
CFO
422
CVA Family Office
Colorado
$34K 250 – –
QCG
423
Quadrant Capital Group
Ohio
$32K 234 – –
PCG
424
Private Capital Group
Connecticut
$32K 234 – –
PGWM
425
Parisi Gray Wealth Management
New Jersey
$31K 230 +230 New
15 16
17
18 19