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Polaris
PII

Overview Fund Activity

389 hedge funds and large institutions have $2.21B invested in Polaris in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 147 increasing their positions, 126 reducing their positions, and 127 closing their positions.

Holders
389
Holders Change
-84
Holders Change %
-17.76%
% of All Funds
8.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
147
Reduced
126
Closed
127
Calls
$11.5M
Puts
$9.76M
Net Calls
+$1.75M
Net Calls Change
-$62.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$311M
2
Citadel Advisors
2
Citadel Advisors
Florida
$44.5M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$11.2M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$19.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$193M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.1M
3
SRIM
3
Saratoga Research & Investment Management
California
$0
4
IAM
4
Impala Asset Management
Florida
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
451
Polaris Wealth Advisory Group
California
– -$283K -3,000 Closed
RFC
452
Regions Financial Corp
Alabama
– -$301K -2,957 Closed
HH
453
Hilltop Holdings
Texas
– -$294K -2,892 Closed
SCM
454
Stevens Capital Management
Pennsylvania
– -$293K -2,881 Closed
VWM
455
Venturi Wealth Management
Texas
– -$290K -2,847 Closed
TFS
456
Thoroughbred Financial Services
Tennessee
– -$287K -2,826 Closed
CCM
457
Cadence Capital Management
Massachusetts
– -$279K -2,748 Closed
Allianz Asset Management
458
Allianz Asset Management
Germany
– -$279K -2,745 Closed
SMDAM
459
Sumitomo Mitsui DS Asset Management
Japan
– -$271K -2,665 Closed
EB
460
Eastern Bank
Massachusetts
– -$264K -2,600 Closed
FFG
461
Fortem Financial Group
California
– -$264K -2,600 Closed
FIB
462
First Interstate Bank
Montana
– -$264K -2,594 Closed
TSWM
463
Triangle Securities Wealth Management
North Carolina
– -$260K -2,555 Closed
SWP
464
Stratos Wealth Partners
Ohio
– -$260K -2,552 Closed
DADC
465
D.A. Davidson & Co
Montana
– -$251K -2,470 Closed
Neuberger Berman Group
466
Neuberger Berman Group
New York
– -$249K -2,451 Closed
TC
467
TownSquare Capital
Utah
– -$245K -2,406 Closed
RJT
468
Raymond James Trust
Florida
– -$244K -2,403 Closed
BOH
469
Bank of Hawaii
Hawaii
– -$244K -2,400 Closed
CEP
470
Chicago Equity Partners
Illinois
– -$244K -2,400 Closed
GCP
471
GSA Capital Partners
United Kingdom
– -$240K -2,364 Closed
HAG
472
HighPoint Advisor Group
Illinois
– -$214K -2,338 Closed
MPI
473
Mairs & Power Inc
Minnesota
– -$233K -2,292 Closed
DC
474
Davenport & Co
Virginia
– -$232K -2,285 Closed
AI
475
Atria Investments
North Carolina
– -$232K -2,277 Closed
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