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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
$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$107M
3
Artisan Partners
Artisan Partners
Wisconsin
$32.2M
4
American Century Companies
American Century Companies
Missouri
$62.6M
5
Charles Schwab
Charles Schwab
California
$46.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$480M
2
GKIM
GW&K Investment Management
Massachusetts
$22K
3
Millennium Management
Millennium Management
New York
$16.3M
4
MPI
Mairs & Power Inc
Minnesota
$6.55M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
401
Private Trust Company
Ohio
$2.25K -$3.33K -40 -60%
VCM
402
Versant Capital Management
Arizona
$2.25K -$999 -12 -31%
KFI
403
Key Financial Inc
Pennsylvania
$2.08K – – –
HWM
404
Hemington Wealth Management
Virginia
$2K +$2K +31 New
HC
405
Hoese & Co
Minnesota
$2K – – –
LI
406
LRI Investments
Florida
$1.93K – – –
BIA
407
Bell Investment Advisors
California
$1.75K -$500 -6 -22%
JWA
408
JFS Wealth Advisors
Pennsylvania
$1.75K -$333 -4 -16%
BBHC
409
Brown Brothers Harriman & Co
New York
$1.75K +$1.75K +21 New
BCMLT
410
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.42K – – –
CFG
411
Copley Financial Group
California
$1.25K +$1.25K +15 New
GEA
412
Glen Eagle Advisors
New Jersey
$1.19K – – –
SIS
413
Sound Income Strategies
Florida
$1.11K – – –
MRCM
414
M&R Capital Management
New Jersey
$1.1K +$1.1K +13 New
UIA
415
Ulland Investment Advisors
Minnesota
$1K – – –
CAL
416
Capital Advisors Ltd
Ohio
$1K +$429 +6 +75%
BGAI
417
Bruce G. Allen Investments
Colorado
$916 +$916 +11 New
AFWM
418
Abich Financial Wealth Management
Virginia
$832 -$59.7K -718 -99%
RIL
419
Rothschild Investment LLC
Illinois
$832 +$832 +10 New
PWA
420
Provenance Wealth Advisors
Florida
$749 – – –
FP
421
Financial Perspectives
Minnesota
$745 – – –
VAMG
422
Voisard Asset Management Group
Michigan
$666 +$666 +8 New
SIC
423
SJS Investment Consulting
Ohio
$583 -$83 -1 -13%
DPW
424
DiNuzzo Private Wealth
Pennsylvania
$500 -$83 -1 -14%
CFO
425
CVA Family Office
Colorado
$499 +$499 +6 New
15 16
17
18 19