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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 %
BIA
401
Bell Investment Advisors
California
$1.21K 21 – –
HWM
402
Hemington Wealth Management
Virginia
$1K 31 – –
UIA
403
Ulland Investment Advisors
Minnesota
$1K 13 – –
CAL
404
Capital Analysts LLC
Pennsylvania
$1K 12 +12 New
NWM
405
Navigoe Wealth Management
California
$1K 27 +27 New
MCM
406
MV Capital Management
Maryland
$922 16 +12 +300%
BTI
407
Blue Trust Inc
Georgia
$864 15 -390 -96%
AF
408
Allworth Financial
California
$861 16 -295 -95%
GEA
409
Glen Eagle Advisors
New Jersey
$826 14 – –
SIS
410
Sound Income Strategies
Florida
$775 13 – –
PWMG
411
Private Wealth Management Group
New Jersey
$577 10 -22 -69%
WCM
412
WealthTrak Capital Management
Virginia
$577 10 +10 New
CWP
413
Concord Wealth Partners
Virginia
$576 10 +10 New
FP
414
Financial Perspectives
Minnesota
$521 9 – –
BGAI
415
Bruce G. Allen Investments
Colorado
$519 9 -2 -18%
PWA
416
Provenance Wealth Advisors
Florida
$519 9 – –
CFO
417
CVA Family Office
Colorado
$461 8 +2 +33%
AssetMark Inc
418
AssetMark Inc
California
$403 7 +7 New
DPW
419
DiNuzzo Private Wealth
Pennsylvania
$346 6 – –
CPG
420
Cornerstone Planning Group
New Jersey
$283 5 +5 New
NS
421
NBC Securities
Alabama
$239 4 -3,756 -100%
NMG
422
New Millennium Group
Utah
$173 3 +3 New
CA
423
Crewe Advisors
Utah
$173 3 +3 New
GFPC
424
Global Financial Private Client
Florida
$115 2 +2 New
JWA
425
JFS Wealth Advisors
Pennsylvania
$58 1 -20 -95%
15 16
17
18 19