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Polaris
PII

Overview Fund Activity

493 hedge funds and large institutions have $5.36B invested in Polaris in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 157 increasing their positions, 150 reducing their positions, and 71 closing their positions.

Holders
493
Holders Change
+20
Holders Change %
+4.23%
% of All Funds
7.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
102
Increased
157
Reduced
150
Closed
71
Calls
$49.6M
Puts
$77.4M
Net Calls
-$27.8M
Net Calls Change
-$17.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$305M
2
EIP
2
Epoch Investment Partners
New York
$37.6M
3
State Street
3
State Street
Massachusetts
$396M
4
Brown Advisory
4
Brown Advisory
Maryland
$48.4M
5
VanEck Associates
5
VanEck Associates
New York
$184M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$947K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$33.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$678M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.99M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAP
451
Arax Advisory Partners
Colorado
$5K 41 – –
KTC
452
Kistler-Tiffany Companies
Pennsylvania
$5K 50 – –
LC
453
Lindbrook Capital
California
$5K 41 +41 New
EWA
454
EverSource Wealth Advisors
Alabama
$5K 50 +50 New
PAI
455
Pittenger & Anderson Inc
Nebraska
$4K 37 -247 -87%
LWA
456
Lenox Wealth Advisors
New York
$4K 39 – –
AFS
457
Annapolis Financial Services
Maryland
$4K 39 – –
RDFA
458
Ritter Daniher Financial Advisory
Ohio
$4K 40 +1 +3%
GWM
459
Guardian Wealth Management
Illinois
$4K 36 +36 New
KFI
460
Key Financial Inc
Pennsylvania
$3K 25 – –
EARNEST Partners
461
EARNEST Partners
Georgia
$3K 28 – –
CCM
462
Covington Capital Management
California
$3K 25 – –
HC
463
Hoese & Co
Minnesota
$3K 24 +24 New
MFC
464
Mechanics Financial Corp
Ohio
$3K 30 +30 New
GEA
465
Glen Eagle Advisors
New Jersey
$2.31K 21 – –
CFA
466
Carroll Financial Associates
North Carolina
$2K 20 – –
BIA
467
Bell Investment Advisors
California
$2K 21 – –
AssetMark Inc
468
AssetMark Inc
California
$2K 17 +2 +13%
FAG
469
Fortitude Advisory Group
Washington
$2K 19 +19 New
TIM
470
Tevis Investment Management
Texas
$2K 20 +20 New
QC
471
Quent Capital
New York
$2K 22 +22 New
AIM
472
Anchor Investment Management
South Carolina
$1.43K 13 +13 New
ANBT
473
American National Bank & Trust
Texas
$1K 7 – –
IHWM
474
Iron Horse Wealth Management
Iowa
$1K 7 – –
PFBT
475
Parkside Financial Bank & Trust
Missouri
$1K 9 – –
17 18
19
20 21